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
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.
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.
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.
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.
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.
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.
We Are in a Recession Already
While we anticipate the economy worsening before it gets better, we do not foresee an economic depression.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Virus Concerns Shake Global Markets
Equity markets around the world continue to weaken on concerns around its potential impact to the global economy.