Andrew Sheets: Bracing for Challenges Ahead
While July contains a number of potentially positive market events, August and September could present a number of potentially problematic ones.
17 Jul 20203min
Michael Zezas: Coronavirus - Why Another Stimulus Deal is Likely
Could a new $1 trillion stimulus deal make its way through the halls of Congress before the summer recess? Why the likelihood of a deal is increasing.
15 Jul 20202min
Mike Wilson: U.S. Markets Weigh Optimism; Uncertainty
U.S. equities—tech stocks in particular—have powered higher since March lows, but investors are still parsing Q2 earnings, a coming election and rising COVID-19 cases.
13 Jul 20204min
Andrew Sheets: Pressure Testing the “Overoptimistic Markets” Argument
The sharp rebound in stock and corporate bond markets has made some question if markets are a bit too upbeat about a speedy recovery. There’s just one problem with this view.
10 Jul 20203min
Michael Zezas: How Should Investors Ride a Potential “Blue Wave”?
Although the U.S. election is anything but predictable four months away, investors may still want to consider how markets would react to a Democrat sweep.
8 Jul 20202min
Mike Wilson: Is Inflation Healthy for an Economy?
While excessive inflation can be disruptive, such as in the 1970’s, a deflationary mindset can often be more destructive—and difficult to reverse. What current inflation trends mean for investors.
6 Jul 20204min
Andrew Sheets: The Legacy of Alexander Hamilton
Although Alexander Hamilton couldn’t have foreseen the current health crisis facing the U.S., his ideas remain relevant—and key to the recovery—more than 200 years later.
2 Jul 20203min
Mike Wilson: Two Key Points about a U.S. Recovery
Although a worrying trend in new U.S. COIVD-19 cases has some investors understandably bearish, they may be overlooking two key points about earnings and sentiment.
29 Jun 20202min
