A Rare Divergence: Economic Data vs. Financial Markets – Where Do We Go Next?

/ March 22, 2019

Financial markets have been breathtakingly strong so far in 2019. In fact, it’s been the best start for the US stock market since 1992, with the S&P 500 posting a 13.1% total return through mid-March. Another impressive stat is that the NASDAQ began the year with nine straight up weeks – a feat not seen since 1964. International stocks, corporate bonds, REITs, and midstream energy assets have also posted remarkable returns.

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Quarterly Webinar with David Hay (November 2018)

/ November 2, 2018

In this exclusive Quarterly Webinar, David Hay discusses what’s happening in the housing market, credit spreads and US treasuries, small cap stocks, the credit bubble, US corporate profits, global trade war, US stock market, and echoes of October 1987.

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Quarterly Webinar with David Hay (August 2018)

/ August 3, 2018

In this exclusive Quarterly Webinar, David Hay discusses what’s happening in the economy (0:08), what could end “Bubblemania” (2:43), the yield curve and credit spreads (13:14), inflation (17:17), the US stock market (21:44), and overseas markets & energy (27:34). We have added timestamps above for reference in case you want to skip to the section, or sections, you care about the most.

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