January 28, 2026
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The FOMC meeting and the...

(25 January 2026) US stocks ended the...

Bulls run the January gauntlet...

(18 January 2026) Stocks ended the week...

The FOMC meeting and the Mars-Pluto conjunction

(25 January 2026) US stocks ended the week slightly lower as Greenland-related tariff fears briefly shook market confidence.  President Trump calmed the early week volatility, however, after announcing a face-saving deal with the EU which would apparently give the US greater access to Greenland.  Despite all the geopolitical melodrama, stocks remain within 1% of their recent highs. The pullback was not surprising given the Mercury-Mars-Saturn alignment on January 19-20.  Our backtest of previous such alignments showed a modest but distinctly negative bias.  Evidence suggested that the most bearish influence from...

MVA Investor Newsletter...

(13 August 2023) Stocks edged lower last week as renewed inflation concerns boosted bond yields and the dollar.  The S&P 500 ended fractionally lower...

MVA Investor Newsletter...

(6 August 2023) Stocks were lower last week as the Fitch credit downgrade spooked investors and pushed bond yields back up towards their recent...

MVA Investor Newsletter...

(30 July 2023) Stocks pushed higher last week after a subdued PCE price report raised hopes that the Fed could be finished with its...

MVA Investor Newsletter...

(23 July 2023) Stocks were mixed last week as the dollar rebounded in advance of this week’s FOMC meeting.  The S&P 500 added 30...

MVA Investor Newsletter...

(16 July 2023) Stocks rose sharply last week as CPI inflation data came in below expectations and rekindled hopes for a soft economic landing. ...

MVA Investor Newsletter...

(9 July 2023)  Stocks slipped last week as strong employment data renewed expectations for further rate hikes.  The S&P 500 fell 1% to 4398...

MVA Investor Newsletter...

(2 July 2023)  Stocks rebounded strongly last week as inflation showed more signs of abating while Q1 GDP growth was higher than expected at...

MVA Investor Newsletter...

(25 June 2023) Stocks declined last week as Fed Chair Jerome Powell signaled the possibility of further rate hikes in order to address elevated...

MVA Investor Newsletter...

(18 June 2023) Stocks extended their rally last week as the Fed paused its rate hike cycle after another decline in CPI inflation.  The...
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