Market Commentary: July 7, 2020

Banks have entered this current period of economic pressure from a place of strength in terms of capital and liquidity positions. In this HaverCast, Senior Research Analysts Maxine Cuffe and Halie O’Shea talk about measures put in place by the Federal Reserve after the Great Recession of 2008 and discuss recent industry trends impacting [...]

2020-07-08T17:11:45+00:00July 7th, 2020|

Market Commentary: June 22, 2020

Tim Hoyle, CFA, Co-Chief Investment Officer thoyle@haverfordquality.com Retail Therapy and The Great Lockdown During last week’s trading, the S&P 500 recovered half its losses following Chairman Jerome Powell’s June 10th press conference. This market’s resiliency is beyond compare relative to anything we have seen in our investment careers. Following the quickest bear market and [...]

2020-06-22T18:19:24+00:00June 22nd, 2020|

Market Commentary: June 15, 2020

Tim Hoyle, CFA, Co-Chief Investment Officer thoyle@haverfordquality.com Powell, Pandemics, & Politics As of Monday morning, markets are adding to last week’s decline. We attribute this sell-off to Chairman Powell’s comments on Wednesday afternoon, the resurgence of Pandemic concerns, and Politics. Following last week’s FOMC meeting, Jerome Powell held a press conference to provide both [...]

2020-06-15T19:02:47+00:00June 15th, 2020|

Market Commentary: June 12, 2020

Earlier this week, Federal Reserve officials projected that there will not be any rate increases through 2022. John Donaldson, Director of Fixed Income, joined Co-Chief Investment Officer Tim Hoyle for a discussion about this week's Federal Open Market Committee meeting, the state of the Federal Funds rate, and implications on rates along the maturity [...]

2020-06-12T16:45:37+00:00June 12th, 2020|

Market Commentary: June 9, 2020

Tim Hoyle, CFA, Co-Chief Investment Officer thoyle@haverfordquality.com Do the Strong Jobs Numbers Mean the Recession is Over? On Friday, June 5th, the Bureau of Labor Statistics (BLS) released the May 2020 Employment Situation. The report massively exceeded expectations, showing employment rose by 2.5 million jobs in May versus an expected loss of over 8 [...]

2020-06-09T14:53:56+00:00June 9th, 2020|

Market Commentary: June 1, 2020

Tim Hoyle, CFA, Co-Chief Investment Officer thoyle@haverfordquality.com Should I Raise Cash? This question, or some variant of it, has been asked of me and my colleagues every day of the Great Lockdown. This simple question is likely the single most difficult question in all of wealth management. History demonstrates an upward sloping line for investors; [...]

2020-06-01T14:59:05+00:00June 1st, 2020|

Market Commentary: May 29, 2020

This week we answer some of our clients most recent and frequently asked questions. Is the stock market trajectory bullish or bearish? Is current buying a sign of expanded participation or just rotated money? Which sectors are experiencing the rally? Strategas Research Partners' Chris Verrone joined Co-CIOs Tim Hoyle and Hank Smith in a [...]

2020-05-29T16:26:16+00:00May 29th, 2020|

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