The equity markets put together back-to-back winning weeks as the economy and COVID-19 news is less worse than it was potentially forecast to be just a few weeks ago. The curve appears to be flattening on COVID, select parts of the U.S. are set to be opened this month, and most of the early …
Global equity markets had a strong recovery rally last week as scenarios begin to firm up of when the COVID-19 peaks in various countries and the global economy begins to re-open. While the social and economic recovery is likely to last several months or longer, the financial markets tend to anticipate outcomes and a …
Uncertainty over the economic impact of the coronavirus (COVID-19) continues to negatively impact markets. The declaration of a national emergency on Friday allows coordinated action and financial resources to be used to shore up the economy and provide assistance to public health organizations. In our Dissecting Headlines section, we look at the national emergency …
As markets continue to experience volatility amid economic concerns from the spread of the coronavirus (COVID-19), we want to look at counterbalancing effects we are seeing to stabilize the economy. We mentioned last week we believe the economy should self-correct over time. While 10-year Treasury yields have fallen, the Federal Reserve also made the …
A Dissipating “Axis of Worry” Many of the concerns that caused the steep drop in the stock market in the fourth quarter of 2018 have started to dissipate. The combination of rising interest rates, a trade dispute between the U.S. and China, lower oil prices, and the U.S. government shutdown all rolled into what we …
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