Weekly Market Commentary

Corporate earnings are beating expectations and stocks may be in a new bull market.

Equity returns have been strongest under a split Congress. What we can expect under a Joe Biden administration.

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.

As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls are saying.

This earnings season, corporate America will get closer to the return of earnings growth—which is likely in the first quarter of 2021.

Despite September weakness in the technology sector that has dragged the broader market lower, we expect leadership to continue given supportive underlying fundamental and technical conditions.

Central bank policies remain focused on economic recovery, with an eye on COVID-19 developments.

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 the 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…