Adam Turquist's Opinion & Analysis
A complete archive of Adam Turquist's articles, including current analysis & opinion.
As the Election Day dust settles, the US Dollar Index has found itself at fresh year-to-date highs. The post-election rally of around 3% has been underpinned by rising yields, a byproduct of an...
Halloween is not the only thing spooking investors right now. Today’s highly anticipated employment report, a busy week of earnings that includes a handful of the Magnificent Seven names, rising...
The big banks officially kicked off the third-quarter earnings season last Friday. At a high level, results have been good enough to drive the broader banking space to year-to-date highs. The return...
Saturday, October 12 officially marks the second anniversary of this bull market. It is hard to believe that only two years ago the S&P 500 closed at 3,577 as investors feared inflation was...
Chinese equity markets have been on a wild ride this year, going from what many considered “un-investable” at the beginning of the year to recent commentary from famed hedge fund manager David...
With Nvidia (NASDAQ:NVDA) earnings now out of the way, investor focus turns to today’s personal consumption expenditures (PCE) report and next week’s busy economic calendar, including a highly...
Leaves beginning to drop in the yard, back-to-school commercials, cooler nights, and for those working in capital markets, the annual Jackson Hole Economic Symposium are all emblematic reminders...
With July behind us, we conducted a deeper dive into fund flows over the last month. Flows measure the net movement of cash into and out of investment vehicles, such as mutual funds and...
Signs of cooling inflation and a slowing but still growing economy have helped drive Treasury yields lower across the curve (today’s move notwithstanding). However, the recent shift on the yield...
Key Takeaways
Volatility came back with a vengeance this week as selling pressure in the mega-cap space dragged down the broader market. Counterbalancing weakness in these heavyweight names poses a...