It continues to be the issue consensus is worried about.
What if Biden gets most all of what he wants? Is the market ready?
Rate strategies lead the way for bonds in challenging first quarter.
Taxes are one of them. Increases to fund infrastructure could prove disruptive.
Yields are rising for the right reasons.
A recovering U.S. and ‘modestly’ growing China are good for the EM and everyone.
A steady Fed leaves worries about inflation and yields to the market.
Is it too early to talk about midterm elections?
Three things to watch in 2021.
The Federal Reserve’s tussle with the White House was something to behold.
Spiking Covid cases, no extra stimulus and a possible contested election.
A fiscal policy win regardless of outcome has markets looking past Nov. 3.
2021 is setting up nicely for stocks regardless of who wins.
It may not matter all that much to the market.
With polls tightening and debates around the corner, it's getting very interesting.
It starts with the Fed.
I don't share my neighbor's worry. But this week reminds it's never a 1-way market.
Ultra-easy Fed and record stimulus represent a double dose of support for stocks.