Bryan Perry
Hot Inflation Data Fails to Move Bond Yields Higher
Something very disruptive occurred in the bond market this past week and the smartest minds in the fixed income markets are scurrying to explain the anomaly that played out in one of the most counter-intuitive moves seen in recent months. After the 10-year Treasury note yield traded from 1.00% on Jan. 28 up to 1.75% […]
Global Minimum Tax Increase Shows a Two-Edged Sword
One of the hotter topics within the wider discussion of the Biden administration’s future tax policy is how to generate more taxes from revenues corporations produce outside the United States. The Trump administration led this movement as the Tax Cuts and Jobs Act (TCJA) introduced several new rules for taxing the foreign profits of U.S. multinationals, […]
Many Reopening Stocks Are Fully Priced
The most beaten-up stocks from the early days of the pandemic were the travel and leisure sectors, where shares of hotel, casino, restaurant, airline, cruise line and live venue operators endured the biggest percentage hits, hands down. One year and one month later, many of these have not only rallied back to their pre-pandemic levels, […]
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Buy Chip Stocks on Any and All Dips
Heavy sector rotation has defined the market landscape for the past several weeks. Banking, machinery, materials, chemicals, oil and steel stocks have rallied strongly and reignited sentiment that just maybe this isn’t a one-off rally or bull trap that fades, as has been the case for old economy stocks in years past. Because investors have […]
Fortune 1000 Spending Big on Technology in 2021
The current correction in the Nasdaq is sizing up to be a textbook consolidation, following a torrid 2020 rally for the tech-heavy Invesco QQQ Trust (QQQ) that traded at a lofty premium to its long-term moving averages. Reopening euphoria combined with rotation into financials, industrials, materials, energy, transportation and leisure stocks sucked the short-term air […]
Upcoming Fed Meeting Will Make Or Break March Stock Rally
This week is crucial for the Fed because the central bank needs to shape its policy statement in a way that doesn’t roil the markets. How the bond market trades in front of Wednesday’s Federal Open Market Committee (FOMC) meeting may as well involve wetting one’s finger and putting it in the air to determine […]