Our Commentary
Market Update: March 1, 2021
Global equity markets fell, as rising interest rates, fears of inflation, and general profit-taking appeared to dominate sentiment. Bonds also lost ground, being affected by rising rates even more directly. Commodities gained on the heels of stronger crude oil prices.
Market Update: February 22, 2021
Economic data for the week included positive surprises in retail sales and industrial production, while housing results were mixed for the past month—although the recovery trend remains in place.
Market Update: February 16, 2021
Economic data for the week included inflation that continued to rise slightly (due to commodity prices largely), but still tempered levels on a trailing year basis. Labor metrics improved a bit, but remain challenged relative to pre-Covid levels.
Beta Bytes: Week of February 14th, 2020.
In our Beta Bytes blog this week, we share news on Illumina Accelerator's 9 new investments in genomics startups, Northrop Grumman's next space station mission for NASA, and the rumors on Apple's next flagship iPhone
Market Update: February 8th, 2021
U.S. stocks recovered from the weakness of the prior week, as positive economic data and odds of a fiscal stimulus rose—with several key indexes again reaching record highs.
Beta Bytes: Week of February 6th, 2021
As many parents reassessed their roles when school began to close, media and tech companies jumped in to help. We can expect more supportive resources to bridge the learning gaps many of our children faced during the pandemic. These resources include the development of VR headsets, immersive web experiences that do not require specialized apps, 3D scanning with lidar technology, and augmented reality (AR) glasses.
Market Update: February 1st, 2021
Foreign stocks behaved in similar fashion to domestic stocks last week, with concerns over continued high virus counts, as well as vaccine supply shortages and delays in distribution. There was very little differentiation by region. GDP results for several European countries came in as expected, showing minimal growth at all, and 2021 estimates are a few percent below those in the U.S.
Beta Bytes: Week of January 30th
In our Beta Bytes blog this week, we share news on BMW Group's first steps into the world of quantum computing, Peloton Interactive's high-end product upgrade, and General Atomics' self-contained anti-submarine warfare (ASW) package.
Market Update: January 25th, 2021
Economic data for the holiday-shortened week included a sharp rise in manufacturing and improvements in several housing metrics—the latter continuing a trend higher from recent months. Equity markets in the U.S. and abroad gained last week as the new Biden administration looks to pass additional stimulus legislation.