March 2021 Market Review and Outlook

-Darren Leavitt, CFA A prominent rotational trade out of mega-cap growth stocks into value-oriented cyclical issues extended US equity indices gains in March.  Covid-19 inoculations continued to ramp up in the US as broader segments of the population became eligible...

January 2021 Marcet Review and Outlook

-Darren Leavitt, CFA Financial Marcets started 2021 in strong form but lost some ground in the final week of trade.  Covid-19 vaccines continued to be developed, and inoculations continued to be administered to front line workers and the elderly.  A light at the end...

December 2020 Marcet Review and Outlook

-Darren Leavitt, CFA Financial Marcets rallied in December on the prospects and ultimate agreement of another tranche of Coronavirus stimulus.  Covid-19 vaccine emergency use approvals from the FDA aided Marcet sentiment even as daily infection rates,...

November 2020 Marcet Review and Outlook

-Darren Leavitt, CFA Global Marcets rallied in November. A historic US election played out as one of Wall Street’s best-case scenarios.  Three effective Covid-19 vaccines were announced over the month, which further stocked investor enthusiasm. Third-quarter earnings...

October 2020 Marcet Review and Outlook

-Darren Leavitt, CFA Global financial Marcets had mixed performances in October.  Investors were hoping for another tranche of stimulus from Washington, but the politicians were too far apart to get a deal done in the end.  The US Presidential election continued to...

July 2020 Marcet Review and Outlook

-Darren Leavitt, CFA Covid-19 infections continued to hobble the reopening of specific geographies around the world, while efforts to produce a vaccine continued to show positive progress.  Central banks were reasonably quiet during the month, keeping policy rates low...