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Market Notes

Fast Take: Market Update

https://www.horizoninvestments.com/wp-content/uploads/2022/09/Fast-Take-With-Zach-Hill.mp4 Hear Horizon's view of the markets as we head into the fall, along with our expectations around Fed policy,...

Bond Market Fireworks Force a Stumble in Stocks

The July 4th holiday’s fireworks extended into the work week on Wall Street. The 10-year Treasury note rallied further and...

Capital Gains Taxes and S&P 500 Returns: Complete Strangers for Over 60 Years

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Surging Spending on Big-Ticket Items, What Does It Mean for Inflation?

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Inflation Fixation, Bubble Trouble

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Biden, Trump Agree: Make America’s Growth Great Again

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

Fed’s Powell Battles Wall Street’s Bond Bears

Federal Reserve chairman Jay Powell’s speaking engagement on March 4 is, in Horizon’s view, critical for the central bank’s messaging...

Emerging Markets Are Surging – And Evolving

Investors who are globally diversified may be seeing that pay off at the start of 2021. Emerging market (EM) stocks...

Disappearing Junk Bond Yields

Here’s another knock against putting all of your retirement-income eggs in the bond market basket. This week is ushering in...

High & Mighty Stocks; Feeling Inflationary?; Game Stopped

A record high for stocks...again. Earnings get much of the credit for the latest move. More than half of the...

The Stock Market Is Strange, But Not Broken

Our research shows the GameStop controversy is localized in stocks. This has been a strange week. Never before has social...
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