Michael Zezas: It’s the Results That Count

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 Sep 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 Sep 20209min

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

9 Sep 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 Sep 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 Sep 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 Aug 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 Aug 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 Aug 20204min