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Monthly Archives: October 2011

Bond Market U-turn

Two weeks into the fourth quarter of 2011, the bond market appears to have made a U-turn with Treasury yields higher and investment-grade corporate and high-yield bonds outperforming (according to Bloomberg data). A look into the Treasury market reveals that the bond market has begun to price in better economic growth and higher inflation going forward…

To see the rest of this article, please click on the link below:

http://www.mwboone.com/library/Bond_Market_Perspective_10_19_11.pdf

Hard Data Versus Soft Sentiment: The Sequel

This week is a busy one for financial market participants, with corporate earnings reports, economic data and policy all competing for the market’s attention. The European fiscal situation remains at the top of the list of worries for markets, as policymakers scramble to hit a self-imposed early November deadline to have a grand plan in place to address Greece…

To see the rest of this article, please click on the link below:

www.mwboone.com/library/Weekly_Economic_Commentary_10_17_11

A More Durable Rally

The stock market, as measured by the S&P 500 Index, has returned to the high-end of the trading range of the past two months, as you can see in Chart 1. This is the fourth time the Index has rebounded to around the 1220 level. Each of the prior three rebounds were reversed as the market was pulled lower again by fears of financial crisis and recession…

To see the rest of this article, please click on the link below:

www.mwboone.com/library/Weekly_Market_Commentary_10_17_11

One Year Later

It was just over one year ago that Meredith Whitney’s firm released a research report on municipal credit quality. The 600 page report was initially released on September 30, 2010, but garnered much more attention following her December 2010 appearance on 60 Minutes…

To see the rest of this article, please click on the link below:

www.mwboone.com/library/Bond_Market_Perspective_10_12_11

Who manages your money better, you or the US Government?

All of this talk about mounting debt, trillion dollar deficits and Government bond downgrades can leave us bewildered at the actual financial condition of our nation. But as financial advisors, we find that people are generally pretty good at understanding their own financial situation, especially after we have simplified things through some financial analyses. So here is our humble attempt …

To see the rest of this article, please click on the link below:

www.mwboone.com/library/Fiscal_Household_Government_Debt10_12_11

The Next Two Million Jobs: An Update

The light calendar for U.S. economic data this week will allow market participants to focus on corporate data (the unofficial start of the third quarter earnings reporting season for S&P 500 companies is this week), Chinese economic data, and monetary policy here and abroad…

To see the rest of this article, please click on the link below:

www.mwboone.com/library/Weekly_Economic_Commentary_10_10_11

Earnings Season: What to Watch

U.S. stocks rose last week by 2.1%, as measured by the S&P 500 Index, once again rebounding off the low end of the range from about 1100 to 1200 that has constrained the Index for the past couple of months. The rebound was driven by a combination of solid and better-than-expected economic data…

To see the rest of this article, please click on the link below:

www.mwboone.com/library/Weekly_Market_Commentary_10_10_11

The Pink Swan

A “black swan” event — a rare, unexpected event that has a major impact — is most often referred to as something with negative consequences. The near-record low investor confidence readings and double-digit decline in the stock market during the third quarter reflect concern that the odds have sharply increased that a black swan event may take place…

To see the rest of this article, please click on the link below:

www.mwboone.com/library/Weekly_Market_Commentary_10_4_11

Does Data Matter?

Since the mid-summer 2011 debate over the debt ceiling in the United States, policy at home and abroad (both fiscal and monetary) has dominated the investment landscape. During that time, financial markets here in the United States and across the globe have largely priced in a recession…

To see the rest of this article, please click on the link below:

www.mwboone.com/library/Weekly_Economic_Commentary_10_4_11

Investing Through Declines

Many investors have been shocked by recent stock market volatility, particularly since memories of the steep 2007–09 decline are still fresh. It’s important to remember that market declines are inevitable and…

To see the rest of this article, please click on the link below:

www.mwboone.com/library/AF_Investing_Through_Declines_9_22_11