Browsing Tag

stocks

April and Q2 Seasonals

March was a roller-coaster month for the markets. Sentiment and themes flipped repeatedly, especially with flows dominating the final days of the month as the end of quarter loomed. The British pound was the top performer of the month,… Read More

Stocks Threatened by Bonds

In last week’s piece, I asked if rising bond yields could threaten gold prices. Today’s question asks whether the rise in bond yields will endanger equity indices. As I write this, US equity indices are finally posting declines of more than… Read More