Global Mail Archive
3-4-25: The Bond Market Is Beginning to Worry (a Little) About the Economy
by Ivan Martchev March 4, 2025 The S&P 500 registered a second down week in a row after hitting an all-time high as recently as February 19th. Even with the all-time high [...]
2-25-25: The Friday Curse of the S&P 500
by Ivan Martchev February 25, 2025 Every Friday of the new Trump administration has been a down-day, if you look at the most important index, the S&P 500. The first three Fridays [...]
2-19-25: Trump’s Strategy of “Reconnaissance Through Battle”
by Ivan Martchev February 19, 2025 There has been downside volatility in the U.S. (much of it associated with tariffs) and upside volatility in Europe, particularly the German stock market (much of [...]
2-11-25: Will We See Another “Groundhog” Week?
by Ivan Martchev February 11, 2025 It does not happen very often that one week of trading in the S&P-500 looks like a carbon copy of the previous week, and yet this [...]
1-28-25: Watch Out for a Return of Seasonal Inflation
by Ivan Martchev January 28, 2025 After the latest rally, we may see the old saw (“as goes January so goes the year”) play out in 2025. What we have seen so [...]