Stocks appear to be on the verge of breaking through the resistance that has defined the equity market since the mid-August swoon. But if that’s going to happen, it’s going to have to come as a result of earnings, with a number of big-name stocks such as Alphabet, AT&T, Microsoft, Caterpillar set to release results. The bond and forex markets have been a bit more muted, though the dollar has recently come off a bout of weakness as investors start to see U.S. data as possibly supportive of an increase in interest rates, while the bond market is still betting on low yields for the most part.
Mario Randholm Blog. Mario is the founder of Randholm & Co. S.A.C., an investment management company dedicated to producing superior returns for its clients and employees by adhering to mathematical and statistical methods.