Weekly Market Commentary

Potential market impact if former VP Joe Biden is elected president, including taxes, regulation, initiatives, and governance.

Corporate America delivered on expectations during a second quarter earnings season that some are calling the biggest upside surprise ever.

One of the most difficult questions for investors to answer right now is how can the US economy be struggling so much while the stock market keeps churning higher?

Stocks may be ready for a break, but it’s still possible gold and stocks could trend higher together.

Stock market weakness late last week caused investors to ask whether the long-awaited market pullback may be at hand.

This earnings season may be unpredictable and forgettable, but it may not be all bad. We offer key themes to watch.

2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors’ minds.

Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.

Among developed markets, we maintain our preference for US equities over international, but the bout of strong performance for the MSCI EAFE Index…

Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.