Markets have come a long way since the March lows, but we believe there may be more room for stocks to run. ...
This earnings season, corporate America will get closer to the return of earnings growth- which is likely in the first quarter of 2021. ...
Speculation has been increasing that the November election results may be delated or disputed, or both. ...
The recent correction in the S&P 500 Index's technology sector presents a unique challenge to markets following a historic stretch of outperformance when markets rebounded, as many viewed the sector as relatively well insulated from the economic effects of the virus. ...
When seasons change, the major central banks meet. ...
Markets have been on a wild ride in September so far, with a strong first two days of the month followed by one of the sharpest 10% corrections ever for NASDAQ. ...
Many investors, ourselves included, find it difficult to understand why stocks have done so well lately in such a challenging economic environment and COVID-19 still an ongoing threat. ...
A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration, and importantly for financial markets, a continuation of the status quo. ...
While a potential Biden presidency may mean a shift from some pro-growth policies of the Trump administration, it's possible any negative market impact may be muted. ...
Corporate America delivered on expectations and then some during a second quarter earnings season that some are calling the biggest upside surprise ever. ...
Real-time economic data continues to show a slowdown, at the same time we're entering two months of the year that historically have been troublesome for stocks. ...
Stock market weakness late last week caused investors to ask whether the long-awaited market pullback may be at hand. ...
Scott and Chris discuss 5G and the trends we are seeing in the market....
The earnings season may be one to forget. But it may not all be negative. ...
Long term investing has the power to show consistent growth over time when you look at markets over a span of years. ...
Midyear Outlook 2020 - The Trail To Recovery ...
5G, which stands for 5th Generation, is the 5th phase of mobile networking. ...
2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors' minds. ...
June is the month that we nationally celebrate Pride and the LGBTQ+ community. ...
Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move. The pandemic-driven demand shock, the Federal Reserve, and disinflationary pressures may likely keep yields...