Brian Delaney
Articles by Brian Delaney
A short note to update Active Asset Allocator clients that our risk-focused strategy continues to work well and has returned +4.5% in 2020 year-to-date, despite the stock market volatility in recent days. This follows a strong +11.4%...
The Correlation Conundrum - Stocks and bonds have rallied sharply since the 2009 lows, delivering positive returns for equity and fixed income investors. This trend peaked in 2016, has drifted lower over the past two years and is now...
Scanning the Indicators - Each morning I scan a wide range of technical indicators covering the major exchanges in the US, Canada and the UK. As the markets ebb and flow, a range of bullish and bearish technical indicators...
China Approaching Long-Term Support - The Shanghai Stock Exchange Composite Index closed the week at 2,725, down -24% from the January 2018 highs and -47% from the highs of 2015. The Index has not yet reached long-term support, which...
Flat As A Pancake - US 10-year yields are currently trading at 2.8%, while shorter-term 2-year yields have surged higher, more than doubling over the last 12 months to 2.6%. The difference between 2 and 10 year yields has reached...
Credit Excess - US companies are gorging on debt. Never before has so much debt been issued by the corporate sector on such a consistent basis. Since 2011, US companies have accelerated their issuance of corporate bonds to over $1.3...
