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…
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.