Mike Wilson: Is the Worst of the Correction Over?

A downward adjustment in some high-flying U.S. tech stocks has put investors on edge this month, but an impasse on fiscal stimulus negotiations may be the real issue to watch.

11 Syys 20203min

As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.

10 Syys 20209min

Could a possible delay in U.S. election night results mean volatility as markets price various outcomes for policies that impact sectors?

9 Syys 20202min

Although the current market correction is not wholly surprising given the outsized rally in August, what was the ultimate trigger… and what's next?

8 Syys 20204min

How to explain the steady, almost mechanical rise in markets despite often weak economic data? It may come down to expectations and trend lines.

3 Syys 20202min

Although consensus sees long-term interest rates staying low, could a potential $2 trillion fiscal stimulus mean rates will rise more (and faster) than markets currently expect?

31 Elo 20203min

Just how big would a state and local U.S. stimulus package need to be to support a V-shaped recovery and avoid credit downgrades?

26 Elo 20202min

China’s recovery could be progressing better than markets expected as consumers spend more money onshore and the nation’s export engine gains market share.

25 Elo 20204min