After modest growth to begin 2020, the economy screeched to a halt as the onset of the pandemic ended the longest economic expansion ever. ...
Stocks and bonds posted strong returns in 2020 despite a tumultuous year, although that may be surprising only for bonds. ...
To say that 2020 was a wild year would be an understatement. ...
A new wave of COVID-19 cases threatens to trip up the economy. ...
The post-election environment and positive developments toward a COVID-19 vaccine have led to a surge in stock prices, ...
Corporate America delivered quite an encore to a surprisingly good second quarter earnings season with more of the same in the third quarter, despite a higher bar, ...
Heading into the election, polling data and market signals disagreed on how close the presidential election would be, with market signals calling the race much closer-which turned out to be accurate. ...
The race for the White House is down to the homestretch, and although presidential candidate Joe Biden is comfortably ahead in the election polls, various market and economic-based indicators suggest the election may be much closer than many are expecting. ...
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. ...