The race could tighten but whatever happens, the market should be fine.
We expect third-quarter GDP growth to be the strongest in U.S. history.
Weekly Bond Commentary
Weekly Cash Commentary
A strong end to Back-to-School sales bodes well for the holiday shopping season.
Dollar weakness could make for opportunities overseas.
Pullback could be in offing against promising long-term outlook.
The accelerating and global use of new technologies are keeping prices in check.
A contested election is consensus, with little worry about who ultimately wins.
Why are stocks rising in the face of a potential Blue Wave?
A disputed election headlines potential risks heading into year-end.
Many developing economies are home to global technology leaders.
It may not matter all that much to the market.
Jobs report better than headline number, and Trump's illness might prompt fiscal aid.
A simple guide to a very complicated set of possibilities.
The money market industry is too focused on the trees.
Why these vehicles are rivaling IPOs as an option to go public.
Virus and election risks weigh on investors.
A presidential debate primer.
Investing with portfolio management teams that include women can be good for your portfolio.
2020 elections have significant ESG implications.
Quirky back-to-school shopping contributed.
The Fed sharpens its new policy framework with strong forward guidance.
With polls tightening and debates around the corner, it's getting very interesting.
It starts with the Fed.
Why we think the rotation out of tech could have legs over the next 6 months.
Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.
A rebound led by the labor market, housing, autos, manufacturing and consumers.
I don't share my neighbor's worry. But this week reminds it's never a 1-way market.
Led by the household survey, the labor market continues to heal.
They provide short-term funding that oils the economy's gears.
Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.
If the Fed's strategy to spur inflation works better than expected, hikes might come sooner.
Weekly cash commentary
Ultra-easy Fed and record stimulus represent a double dose of support for stocks.
Policy change to let labor market run hot as long as prices don’t.
Securitized credit sectors appear to be holding up well so far.
Weekly bond commentary
Is it a bubble?
Dems took the first swing; now the GOP gets its chance.
Emerging innovators, and not the behemoths, may point way to long-term growth.
Celebrating a democracy milestone—100 years of women’s voting rights
An all-in Fed covers a lot of potential worries and issues.
Create a safe, legal immigration framework for foreign workers.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Some aspects of life and the economy are getting back to normal quicker than others.
Liquidity is abundant but fundamentals remain iffy.
Our humanness can trip us up when it comes to investing.
Election Day may be nearing but the market doesn't seem all that invested.
Effective integration of environmental, social and governance factors requires a customized approach.
Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.
Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.
June prime example of how liquidity asset flows benefit investors and the economy.
In times of crisis, human capital and stewardship matter even more.