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Latest Weekly Summary

Delta Variant Takes Center Stage

The Delta variant has provided the Fed with greater latitude, enabling it to maintain its easy monetary policies. In its statement at the conclusion of its mid-week meeting, the Fed noted that the “path of the recovery continues to depend on the course of the virus.”

Previous Week’s Issues

Carpe Diem – “Seize the Day”

Carpe Diem – “Seize the Day”

This is a very opportunistic type of market environment and investors must “seize the day.” When the opportunity presents itself, one must act. In this market, we simply can’t afford to wait for an “appropriate” catalyst.

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What’s Behind the Mask?

What’s Behind the Mask?

The question should really be, what’s behind many masks? Overall U.S. equity averages such as the S&P 500 have recently exhibited very low measures of volatility, but underneath the surface remains rather elevated volatility between sectors.

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The Waiting is the Hardest Part

The Waiting is the Hardest Part

The latest data release could be the next determinant of financial markets’ directions. Data might confirm certain opinions while dispelling others. Any news concerning labor markets, wages, and inflation (both price increases and expectations) will be closely scrutinized.

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In the Eye of the Beholder

In the Eye of the Beholder

By adopting a more hawkish posture on its monetary policies, the Fed increased the likelihood of volatility in financial markets, especially among interest rates and currencies. But not yet—predictable economic and inflation data kept interest rates and the U.S. dollar rather stable this week, and equities continued higher.

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Fireside Chat: The Cryptocurrency Craze

Fireside Chat: The Cryptocurrency Craze

Hosted by Rob Sechan, panelists Tom Lee and Anthony Scaramucci discussed an overview of the cryptocurrency market, the outlook for the market in 2021 and the future, as well as insights on how individual investors can gain exposure to this burgeoning asset class within their own portfolio.

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