Market Responses To Election Uncertainty
Speculation has been increasing that the November election results may be delated or disputed, or both. ...
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. ...
The earnings season may be one to forget. But it may not all be negative. ...
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. ...
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...
Among developed markets, we maintain our preference for US equities over international, but the bout of strong performance for the MSCI EAFE Index relative to the S&P Index in late May through early June and the latest weakness in the US dollar are noteworthy. ...
Stocks staged perhaps the strongest rally in history-a more than 44% gain for the S&P 500 Index from March 23 through June 8-before pulling back about 6% late last week. ...
The strongest 50-day rally in the S&P 500 Index in over 70 years has sent a signal that the economic recovery is gaining steam and may look more like a "V" than a "U," a square root, checkmark, or swoosh. ...
The rally continued as the S&P 500 Index closed out May on the positive side. ...
First quarter earnings season offered something for everyone. ...
Stocks fell last week, and many blamed the drop on high stock valuations, Federal Reserve Chairman Jerome Powell's gloomy outlook, and rising US-China tensions. ...
Stocks have had a historic run and increasingly negative headlines. ...