James St. Aubin Provides Commentary to Reuters on Wall Street’s Reaction to Weak GDP Growth
Wall Street stocks closed lower on Thursday as markets were stunned by data showing slower-than-expected U.S. economic growth and persistent inflation, coupled with a sell-off in large cap stocks triggered by disappointing results from Meta Platforms (META.O).
James St. Aubin Shares Commentary on Market Response to Geopolitical Risks
Reports that Israel is bracing for an imminent attack by Iran sparked a scramble for safety across markets on Friday, inspiring traders to dump stocks in favor of Treasury bonds, gold and the U.S. dollar.
Sierra’s CIO, James St. Aubin, Offers Insights on U.S. Bond Market Volatility
A series of weak auctions for U.S. Treasurys are stoking investors’ concerns that markets will struggle to absorb an incoming rush of government debt.
Sierra CIO, James St. Aubin, Comments on Wall Street’s Reaction to Rising Treasury Yields and Rate Expectations
Wall Street stocks ended lower in choppy trading on Tuesday as Treasury yields climbed, with investors weighing the likely path of interest rates in a resilient U.S. economy with persistent inflation.
Insights from Sierra’s Chief Investment Officer on Stock Market Fears Amid Geopolitical Uncertainty
Cracks in the U.S. stock market’s big rally in the past five months intensified on Friday as investors worried about a potential escalation of tensions between Iran and Israel.
Reuters Gets Sierra CIO’s Take on S&P 500 & NASDAQ Closing Higher Despite Slowed U.S. Services Industry Growth
The S&P 500 and Nasdaq closed higher on Wednesday after data showing the U.S. services industry growth slowed further in March, but the advance was limited after Federal Reserve Chair Jerome Powell indicated a cut in interest was still not in sight.
Sierra CIO on MarketWatch: More Stocks Taking the S&P Stage But Big Tech is Still Big Dog
A rally in Big Tech stocks received most of the credit for driving global markets higher this week. But in the U.S., they couldn’t have done it without a little help from their friends. As the S&P 500 SPX booked its best weekly advance since early January, one detail set this week apart: All 11 […]
James St. Aubin Tells MarketWatch What May Happen When Fed Loosens Quantitative Tightening
The notion that the Federal Reserve will soon slow, or perhaps even end, its program of quantitative tightening is increasingly being talked about on Wall Street like a foregone conclusion. But while investors wait to hear more on the subject from Fed Chair Jerome Powell during next week’s post-meeting press conference, they could be forgiven […]
James St. Aubin Shares Important Investing Lessons on Excess Returns Podcast
The hosts of Excess returns have now conducted over 100 interviews on their podcast. At the end of all of them, they have asked the same closing question: Based on your experience in markets and your research, if you could teach one lesson to the average investor, what would it be? In this episode, the […]
Decoding the Fed’s Potential Rollback on Quantitative Tightening: A Guide for Investors
Sierra CIO James St. Aubin argues that the consumer discretionary index is misleading due to the heavy weighting of Amazon and Tesla. Learn why the actual consumer outlook might not be as robust as it seems.
