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8/15/2007: Equity Volatility Reaches a Four-Year High

Yield Premium on REITS Versus Real Long Bond Yields

Further fallout from the subprime meltdown and credit tightening has helped to send market volatility to its highest level since early 2003. The S&P Volatility Index (VIX) closed Friday at a four year high of 28.3%. This is more than twice the level at the beginning of the year and above the long-term average of 19. The S&P 500 index has moved by 2% or more four times (three of them losses) in the last 13 trading days, compared to two for all of 2006. Intraday volatility has also been abnormally high, with the S&P gyrating between significant gains and significant losses on some trading days. The intraday difference between the high and low has exceeded 1% for 16 consecutive trading days and 11 of those exceeded 2%. But for all the volatility, total

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