The S&P 500 is up, and small caps have soared. Sentiment could be getting a little frothy as well, which may increase the odds of a pullback.
Frothy Sentiment Rides Bullish Technicals | Weekly Market Commentary | November 23, 2020
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Research
Q3 Results Brighten 2021 Picture | Weekly Market Commentary | November 16, 2020
Corporate earnings are beating expectations and stocks may be in a new bull market.
Global Portfolio Strategy | November 10, 2020
Stocks fell for the second straight month in October as Election Day approached and brought policy uncertainty that historically has driven volatility.
Market-Friendly Election Outcome | Weekly Market Commentary | November 9, 2020
Equity returns have been strongest under a split Congress. What we can expect under a Joe Biden administration.
Client Letter | Election Clarity for the Markets | November 9, 2020
What we can expect in the markets and economy under a Biden administration and split Congress.
Client Letter | Election 2020 Is Undecided | November 4, 2020
Choosing our next president may take longer this time, but temporary uncertainty at the polls should not slow our economic recovery.
Record GDP on the Eve of the Election | Weekly Market Commentary | November 02, 2020
2020 has been a year of records, both record losses and record gains. After a brutal spring, markets and the economy have mostly rebounded in the summer and fall.
Are the Polls Wrong Again? | Weekly Market Commentary | October 26, 2020
As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls are saying.
Market Insight Quarterly| Third Quarter 2020 | October 21, 2020
Stocks were lifted by the stronger-than-expected economic rebound, as fiscal and monetary stimulus continued to provide support.
Earnings Growth is Approaching|Weekly Market Commentary|October 12, 2020
This earnings season, corporate America will get closer to the return of earnings growth—which is likely in the first quarter of 2021.