PERSPECTIVES

New Century Advisors’ market commentaries offer a unique and insightful perspective on capital markets topics.

 

February 2021: Copper is a Green Metal, not the Red Metal

  • Public demand for products and services that help reverse climate change is unquestionably admirable, and perhaps a defining social movement for the next few decades. For corporations, there will be many challenges, especially as green pledges come face-to-face with the realities of their supply chains, including for commodities like copper.

February 2021: Inflation: When Should We Worry?

  • Thanks in part to an expected recovery in inflation, the Fed will grapple with the decision of when to taper their asset purchases – possibly as soon as later this year.

January 2021:  SPAC-Mania is Here! Are There Implications for the Broader Markets?

  • SPAC Formation has Exploded - How Important is this Trend?

December 2020: Opportunities in Credit - Looking Through All-Time Tights

  • Compelling Opportunities Remain in Certain Sectors and Fallen Angels

 

Archived commentaries:

March 2019: Auto Loan Myth, Index Changes & M&A Fallout: Market Notes

February 2019: Value, Inflation, Australia: Market Notes

January 2019: Looming Fed Pause & Other Market Notes

July 2018: The US Agg - More Risk / Less Diversity

May 2018: Why Does my TIPS ETF Have a Negative Return?

January 2018: Tax Reform Impact on the Credit Markets

November 2017: Flatter Curve Ahead

November 2017: Powell New Fed Chair

October 2017: CPI - Hurricane Headline vs. Calm Core

September 2017: Inflation Gets Back on Track

September 2017: Fed Slims Down 

August 2017 Inflation Dashboard - Global Inflation: Improvement

July 2017 Inflation Dashboard: Fronts Collide

June 2017 Inflation Dashboard: Patience Challenged as Risks Mount

May 2017 Inflation Dashboard: Fundamentals Call for Patience 

Looking for the Fat Pitch 

April 2017 Inflation Dashboard: Fundamentals vs. Technicals

January 2017: New Perspectives: Overdone?

March 2017 New Perspectives:  Taking Advantage of Oil’s (Not-So) Surprising Downtrade