COVID-19 Research and Commentaries

06/05/2020

Our Three Predictions for 2020 Remain Intact

In early May, we laid out our three primary economic and market predictions for the balance of 2020

05/14/2020

Economic Data Is Bad, But That’s Not What’s Worrying Investors

Equity markets are retreating for a fourth consecutive day as dreadful economic data continues to be released.

05/12/2020

The Roadmap to Economic Recovery in a Social Distancing World

When we wondered if the 2020s would deserve the “Roaring Twenties” moniker, we certainly didn’t consider all the ways this decade might roar—or bite.

05/08/2020

Our Three Predictions for the Rest of 2020

As states begin to reopen, optimistic investors have been looking beyond today’s awful data and focusing on economic recovery.

04/20/2020

With Nowhere to Store Oil, Prices Plunge

Oil prices are plummeting today as a lack of demand for oil combined with a surge in production caused supplies to increase.

04/17/2020

Stocks Rebound, But Questions Linger

Optimism has returned to stock markets after a drug showed some effectiveness in treating the COVID-19 disease and President Trump identified circumstances necessary for parts of the country to return to work.

04/09/2020

Fed Is On the Move Again

The Federal Reserve announced more plans which would attempt to buoy the economy and keep it afloat while Americans stay safe at home.

04/06/2020

We Are in a Recession Already

While we anticipate the economy worsening before it gets better, we do not foresee an economic depression.

04/01/2020

Setting Expectations for the Second Quarter

After climbing to record highs in February, the S&P 500 ended the first quarter down -19.60%, which was its worst quarter since the financial crisis.

03/30/2020

Despite Strong Week, Caution Is Still the Best Strategy

Last week, optimism around U.S. monetary and fiscal policy action propelled domestic equities to have their best week since March 2009.

03/25/2020

Congress Comes to Preliminary Agreement on $2 Trillion Package

For markets to move higher, investors need to see two things – what’s being done to stop the virus spread and what’s being done to limit the potential economic disruption.

03/23/2020

Needed Stimulus Delayed as Congress Can’t Agree

The ever-changing fiscal and monetary stimulus picture targets economic disruption caused by the virus. However, significant market improvement may not occur until we see positive news on the transmission of the virus.

03/20/2020

Market Performance During Past Viral Outbreaks

When illness strikes, how long is the market’s road to recovery? Here, we examine market performance around other recent viral outbreaks, including SARS, avian flu, and Ebola.

03/18/2020

Stimulus is Here and More is Coming

The Federal Reserve is working to support market liquidity and make sure markets and businesses can operate smoothly.

03/16/2020

Fed Meets Early, Cuts Rates to Zero

The Federal Reserve met early over the weekend and, as expected, decided to slash short-term interest rates.

03/12/2020

Stocks Trigger Circuit Breakers for Second Time This Week

In early trading on Thursday morning, the S&P 500 dropped over 7% triggering a trading halt for the second time this week.

03/11/2020

Markets Move in Both Directions

On Monday, a developing oil price war between Saudi Arabia and Russia and growing anxiety around COVID-19 sent oil and stocks plummeting.

03/05/2020

Markets React to COVID-19: What Should You Do?

Market volatility has jumped as investors gauge the impact of COVID-19. What’s next? Stay informed with our latest insights.

02/26/2020

Virus Concerns Shake Global Markets

Equity markets around the world continue to weaken on concerns around its potential impact to the global economy.

02/24/2020

Coronavirus Spreads and Fears Grow

Global equity markets began the week with a significant selloff as the number of coronavirus cases grew dramatically outside of China over the weekend.