Voya Investment Management Market Perspectives
Traders Whipsawed as Bank of Japan and U.S. Fundamentals Surprise
After weeks of struggles, market
strength returned quickly in
Global Perspectives: Weekly Commentary and Statistics
Equity markets continued to recover from their September/October swoon, as the big three indexes posted a fourth consecutive weekly gain; the S&P established its 41st record high of the year. The down trend in oil persisted, as prices hit four-year lows during the week before bouncing back slightly on speculation of an OPEC production cut. The CBOE Volatility Index inched higher but remained well below its mid-October highs, while yield on the benchmark ten-year U.S. Treasury was little changed on the week.
Asset Allocation Views: Volatility Returns with a Vengeance
While October is typically a volatile month in the equity markets, concerns about global economic growth, the looming reduction in Fed accommodation and the arrival of Ebola on U.S. shores have also contributed this year. The panic selling appears behind us for now, however.
Fixed Income Perspectives - October 2014
Investors have gotten their share of October frights, as a variety of concerns converged to inspire increased volatility and a broad market selloff despite continued positive data flow in the U.S. And while slowing global economic growth remains an issue, accommodation by central banks— including the Fed — is likely to continue for some time.
Market Review -- October 2014: Before Our Hearts Explode!
The late September swoon extended into the first few weeks of the new month, heightening anxiety among investors already palpitating over the fearsome specter of Octobers past. Markets changed course sharply mid-month, however, as strong corporate earnings gave investors hope that resurgent domestic growth could persist in the face of global economic weakness.
Market Review: First Quarter 2014: Beneath the Waves, an Ocean
First Quarter 2014: Beneath the Waves, an Ocean Markets turned choppy in the first quarter, buffeted by everything from weather-related economic softness to the leadership transition at the Fed to an emboldened Russia flexing its muscles in the Black Sea. Despite the tumult, a number of domestic equity markets surged to new record highs during the period, suggesting a steady supply of support below the potentially destabilizing swells.