Insights, Delivered Daily.

Blood drawn. Stocks traded lower yesterday giving up early-session gains as traders continue to fear the spread of COVID-19. Housing in the US remains strong but that was not enough to revive stock buying.

Gravity. Stocks were hit for a second session yesterday as the CDC warned about the virus’ “inevitable” spread. Investors piled into safe asset bonds pushing yields to record lows.

Tight spot. Stocks tumbled yesterday as investors learned that Covid-19 is not just a China thing. More and more companies are reporting concern about the virus' effects on performance.

Dipped. Stocks sold off on Friday on fears of COVID-19’s spread outside of China increase. Weak PMI’s brought the bears back to the markets.

Breathe… strategically. Stocks traded down yesterday as investors were reminded that COVID-19 could have business impacts. A Fed official threw water on the prospect of emergency rate cuts.

Zig zag zig…. Stocks zigged up yesterday as China pumped more economic stimulus into its economy and newly reported cases of COVID-19 appear to be slowing. The Fed is happy with its policy and homebuilders are busy, really busy.