S&P 500 Tag

The Persistent Weakness in Lumber Continues

20 May, by Knowledge Leaders Team in Uncategorized

We’ve noted several times in the last few weeks the ongoing weakness in lumber prices here, here and here. We watch lumber prices because lumber, being a largely domestically produced and consumed resource, can give a good early indication of changes in domestic economic activity....

How Bullish is a Bull Flattener?

27 Mar, by Knowledge Leaders Team in Uncategorized

Over the last 4.5 months the spread between the 30 year treasury yields and 10 year treasury yields has fallen from 112bps to 85bps, a difference of 27bps, and that spread has been falling fast in recent weeks....

Boom-Bust Barometer Hasn’t Confirmed S&P500 New Highs

06 Mar, by Knowledge Leaders Team in Uncategorized

The boom-bust barometer, which compares commodity prices to unemployment claims as gauge for economic activity, has had a strong correlation to the S&P 500 over the past 10 years. However, the boom-bust barometer has not confirmed the new highs made by the equity markets so...

Comparing Emerging Market Selloffs: 2010-2014

29 Jan, by Knowledge Leaders Team in Uncategorized

As the emerging world experiences its fifth broad stock market selloff in as many years we thought it timely to review just what happened during the previous four selloff instances so we can have a better idea of what to expect from both EMs and...