Stocks
Stocks content
Market Commentary
U.S. stocks have continued to climb amid optimism about a vaccine-led economic recovery, but bad news could easily throw markets off track.
Market Commentary
December brought the first payrolls decline since last April; with leisure/hospitality—and women—bearing the brunt of the weakness. Expect more economic “scarring” to come.
Market Commentary
The market’s tenor changed in early September, when the “rotation era” began; with the benefit of better breadth, but the risk of euphoric sentiment.
Market Commentary
Stocks head into 2021 having crossed the COVID chasm; but the economy has more work to do. Will vaccines get us to the other side?
Market Commentary
Recent positive COVID-19 vaccine may represent a light at the end of the tunnel; but the resurgent virus means we’re still in the darkest part of the tunnel.
Election 2020
Our answers to investor questions about the 2020 election.