Author page: James Ferrin

Monthly Brief September 2019 – US Equity Market Breadth

Monthly Brief September 2019 – US Equity Market Breadth CAPITAL MARKETS September closed out the third quarter with many parts of the global capital markets reversing course from trends established in prior months.  While the quarter’s leadership was marked by assets often considered to be somewhat conservative, such as US Treasury bonds and gold, the global equity markets stepped up in…

Read more

Monthly Brief August 2019 – Interest Rate Policy & Economic Growth

Monthly Brief August 2019 – Interest Rate Policy & Economic Growth CAPITAL MARKETS With no shortage of conflicting information, who can blame global investors for being unsure in the back-and-forth markets experienced during the prior months. But the questions remain:  Are ongoing global economic stimulus measures enough to support an increase in asset prices?  Is uncertainty now high enough to reign in investor…

Read more

Monthly Brief July 2019 – Chinese Yuan

Monthly Brief July 2019 – Chinese Yuan CAPITAL MARKETS With recent developments during the first days of August, we are updating this writing as of August 5, 2019. For some time now, global capital markets have appeared to trade more often based on the news-flow regarding both trade wars and lackluster global economic predictions than on actual data.  And as these…

Read more

Monthly Brief June 2019 – Consumer Confidence

Monthly Brief June 2019 – Consumer Confidence CAPITAL MARKETS How do we best describe the first half of 2019?  Has the jump in equity markets provided a strong start to 2019?  Or have we returned to the range we first tested in early 2018?  Beyond US large-cap stocks, have investors had the same experience? Has the market moved because of improvement in economic and…

Read more

Monthly Brief April 2019 – Market Participation

Monthly Brief April 2019 – Market Participation CAPITAL MARKETS April looked to be a month of “the more things change, the more they stay the same”.  Global equity markets continued to move higher, yet without much in the way of new developments in the geopolitical realm.  Issues regarding trade, Brexit, China’s economy and politics-in-general saw little advancement and few, if any, resolutions…

Read more

Monthly Brief December 2018 – Recession Risk

Monthly Brief December 2018 – Recession Risk   CAPITAL MARKETS Following a decidedly bearish first three weeks in December, the US equity markets caught the holiday spirit and staged a mini-rebound into the year end. This has left investors to contemplate “what changed?” Were there positive developments in the trade war with China? None that were apparent, just more back-and-forth…

Read more