Posts By: Jason Roque

The Volatility Pendulum | March 2, 2018

Markets shed 2% last week as the pendulum swung back towards correction. What is next for the markets? The pullback appeared to be an immediate response to concerns over the potential of a trade war. President Trump announced tariffs on imported Steel and Aluminum, 25% and 10% respectively. This was…
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Rates and Stocks | February 23, 2018

Markets grew at a humble rate last week and volatility has come back down. As we look ahead to the next growth cycle, interest rates will likely play a pivotal role for equities. US equities have surged over the last 2 years as we have experienced a low level of…
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What Goes Down Must Go Up! | February 16, 2018

In recent weeks, volatility has been turned on its head. Where will it go from here? 2017 saw incredibly low volatility. The VIX, The Chicago Board of Options Exchange (CBOE) main measure of volatility, ranged between 9.14 and 16.17 for the year. The height of volatility came in August as…
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A Path Forward | February 9, 2018

Markets tumbled an additional 5.16% last week; the real question is, where can the opportunities be found? In our most recent growth cycle, we experienced strengthening global growth with anemic inflation. This fostered an environment of increased corporate spending and accelerating growth (an environment that proves to be very favorable…
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Free Fall | February 2, 2018

Last week markets reacted strongly to the unemployment report, but why and will the fall continue? The jobs report carried plenty of good data for January. Non-farm payrolls grew by 200K, the participation rate remained unchanged, the unemployment rate held steady at 4.1%, and wage growth came in at 2.9%…
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