The table on the next page is a performance run down for our equity market sectors ranked by January performance.
Feb
07
1990
Scanning the Market: January
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Japan
(47)
Factor Performance
(17)
Wealth Effect
(9)
Bank Lending
(1)
Dollar
(55)
Inflation
(584)
Resession
(1)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Value
(130)
Treasuries
(79)
Long T-Bonds
(24)
Active vs. Passive
(17)
Yield Curve
(85)
Economy
(282)
Federal Spending
(2)
Stock Market Performance
(1)
Fed Policy
(173)
Federal Debt/Deficit
(194)