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Markets/Economy
November 25 2020
Equity . Markets/Economy .
Article DJ30K
November 25 2020

Manufacturing, consumers help drive Dow, other indexes to new highs.

November 25 2020
Equity . Markets/Economy .
Article Gift ideas?
November 25 2020

The market is offering a lot of options.

November 25 2020
Equity . Active Management .
Article Value's smorgasbord
November 24 2020

3 varieties of value stocks offer opportunities.

November 20 2020
Markets/Economy . Liquidity .
Article Open house
November 23 2020

Weekly Cash Commentary

November 20 2020
Markets/Economy . Fixed Income .
Article Mixed bag
November 23 2020

Weekly Bond Commentary

November 20 2020
Markets/Economy . Equity .
Article Seeing a glass half full
November 20 2020

Plenty of reasons to be optimistic.

November 20 2020
Equity . Markets/Economy .
Article 'With food, we can get a lot more'
November 20 2020

With more fiscal stimulus, the market can too.

November 19 2020
Fixed Income . Markets/Economy .
Article Cautiously optimistic on high yield
November 19 2020

2020's sure been volatile. 2021 could be better.

November 16 2020
Fixed Income . Markets/Economy .
Article Virus news pits optimism vs pessimism
November 16 2020

Weekly Bond Commentary

November 16 2020
Liquidity . Markets/Economy .
Article Looking for an early holiday gift
November 16 2020

Weekly Cash Commentary

November 13 2020
Equity . Politics .
Article Leavin' on the midnight train
November 13 2020

We're going to be hearing about Georgia ad nauseam in coming weeks.

November 13 2020
Markets/Economy . Politics .
Article Post-election postmortem
November 13 2020

Market’s attention shifts to the Senate.

November 25 2020
Politics . Equity .
Article It's all bullish
November 9 2020

Election outcome 1 of 5 reasons risk assets are on a tear.

November 9 2020
Markets/Economy . Liquidity .
Article Tiring of waiting
November 9 2020

Weekly Cash Commentary

November 9 2020
Markets/Economy . Fixed Income .
Article Labor market improving
November 9 2020

Weekly Bond Commentary

November 25 2020
Politics . Markets/Economy .
Article What lies ahead? November 7 2020

Key Federated Hermes investment professionals weigh in on election's implications.

November 6 2020
Markets/Economy . Politics .
Article Solid October jobs report
November 6 2020

The labor market continues its positive momentum.

November 6 2020
Politics . Equity .
Article It's temporary!!!
November 6 2020

A razor-thin margin outcome is enough to make the market dance.

November 9 2020
Politics . Equity .
Article Divided we stand
November 4 2020

Presidential result could take days but Senate holds Red and divided government assured.

November 9 2020
Politics . Volatility .
Article No decision!
November 4 2020

Lack of presidential outcome leads to market uncertainty.

November 2 2020
Politics . Equity .
Article Election likely to highlight near-term vulnerabilities
November 2 2020

Try to stay focused on long view, which is good in almost any outcome.

November 2 2020
Liquidity . Markets/Economy .
Article Fed meeting sneaks up on the markets
November 2 2020

Weekly Cash Commentary

November 2 2020
Markets/Economy . Fixed Income .
Article Everything is relative this year
November 2 2020

Weekly Bond Commentary

October 30 2020
Politics . Equity .
Article Crickets
October 30 2020

Might a silent majority favoring Trump pull another election surprise? 

October 30 2020
Markets/Economy . Equity .
Article 'Zarnowitz Rule' lives on
October 30 2020

Despite Q3's blowout GDP figure, the U.S. likely will need a few more quarters to break even.

October 28 2020
Equity . Politics .
Article What's behind the sell-off?
October 28 2020

Spiking Covid cases, no extra stimulus and a possible contested election.

October 27 2020
Politics . Fiscal Policy .
Article No matter the winner, more stimulus is coming
October 27 2020

A fiscal policy win regardless of outcome has markets looking past Nov. 3.

November 4 2020
Equity . Politics .
Article This year's election winner? Next year's equity market
October 26 2020

2021 is setting up nicely for stocks regardless of who wins.

October 26 2020
Markets/Economy . Liquidity .
Article Concerns amid improvement
October 26 2020

Weekly Cash Commentary

October 24 2020
Politics . Equity .
Article Pumpkin spice popcorn ... m'm, m'm, m'm
October 23 2020

The race could tighten but whatever happens, the market should be fine.

October 19 2020
Fixed Income . Markets/Economy .
Article Whither goes the economy?
October 19 2020

Weekly Bond Commentary

October 19 2020
Liquidity . Monetary Policy .
Article Inflation still lukewarm
October 19 2020

Weekly Cash Commentary

October 16 2020
Markets/Economy . Equity .
Article Consumer bounce
October 16 2020

A strong end to Back-to-School sales bodes well for the holiday shopping season.

October 16 2020
Equity . International/Global .
Article Is anyone nonpartisan?
October 16 2020

Dollar weakness could make for opportunities overseas.

October 26 2020
Equity . Markets/Economy .
Article As market claws back, near-term worry list grows
October 13 2020

Pullback could be in offing against promising long-term outlook.

October 13 2020
Equity . Markets/Economy .
Article Inflation's worst enemies? Innovation and adaptability
October 13 2020

The accelerating and global use of new technologies are keeping prices in check.

October 12 2020
Markets/Economy . Fixed Income .
Article Debates all around
October 12 2020

Weekly Bond Commentary

October 12 2020
Liquidity . Markets/Economy .
Article It's often how you say it
October 12 2020

Weekly Cash Commentary

October 9 2020
Politics . Equity .
Article Now what's priced in??
October 9 2020

A contested election is consensus, with little worry about who ultimately wins.

October 9 2020
Markets/Economy . Equity .
Article Inversion reversion?
October 9 2020

Why are stocks rising in the face of a potential Blue Wave?

November 4 2020
Fixed Income . Politics .
Article Be ready for anything
October 8 2020

A disputed election headlines potential risks heading into year-end.

October 6 2020
Fixed Income . Markets/Economy .
Article Modest gains in employment
October 5 2020

Weekly Bond Commentary

October 6 2020
Liquidity . Markets/Economy .
Article Positive signs
October 5 2020

Weekly Cash Commentary

October 2 2020
Politics . Equity .
Article An October surprise
October 2 2020

It may not matter all that much to the market.

October 2 2020
Markets/Economy . Equity .
Article Looking beyond the headlines
October 2 2020

Jobs report better than headline number, and Trump's illness might prompt fiscal aid.

October 13 2020
Politics . Equity .
Article Our election framework
October 2 2020

A simple guide to a very complicated set of possibilities.

September 28 2020
Fixed Income . Markets/Economy .
Article Housing market stays hot
September 28 2020

Weekly Bond Commentary

September 28 2020
Liquidity . Markets/Economy .
Article Hammering the message home
September 28 2020

Weekly Cash Commentary

September 25 2020
Politics . Markets/Economy .
Article 'The Republic will live.' So said Tilden
September 25 2020

Virus and election risks weigh on investors.

September 28 2020
Markets/Economy . Politics .
Article Buckle your seatbelt
September 25 2020

A presidential debate primer.

October 2 2020
Responsible Investing . Politics .
Article Energy is on the ballot
September 22 2020

2020 elections have significant ESG implications.

September 25 2020
Liquidity . Markets/Economy .
Article Nothing is a lock
September 21 2020

Weekly Cash Commentary

September 25 2020
Fixed Income . Markets/Economy .
Article Is the economy better or less-worse?
September 21 2020

Weekly Bond Commentary

September 18 2020
Markets/Economy . Equity .
Article Retail sales slow
September 18 2020

Quirky back-to-school shopping contributed. 

September 21 2020
Monetary Policy . Interest Rates .
Article Looking forward
September 16 2020

The Fed sharpens its new policy framework with strong forward guidance. 

September 14 2020
Politics . Taxes .
Article I'm going to need more than popcorn!
September 15 2020

With polls tightening and debates around the corner, it's getting very interesting.

September 14 2020
Liquidity . Monetary Policy .
Article Inflation in the slow lane
September 14 2020

Weekly Cash Commentary

September 16 2020
Fixed Income . Markets/Economy .
Article Uncertainly lurks behind improving business sentiment
September 14 2020

Weekly Bond Commentary

September 29 2020
Equity . Active Management .
Article The rotation begins as the waiting game continues
September 11 2020

Why we think the rotation out of tech could have legs over the next 6 months.

September 10 2020
Equity . Active Management .
Article 'The markets are in a raging mania'
September 11 2020

Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.

September 10 2020
Markets/Economy . Fixed Income .
Article Dramatics and drama
September 8 2020

Weekly Bond Commentary

September 4 2020
Equity . Markets/Economy .
Article 'Hyperinflation is coming. I guarantee it'
September 4 2020

I don't share my neighbor's worry. But this week reminds it's never a 1-way market.

September 4 2020
Markets/Economy . Equity .
Article Halfway home
September 4 2020

Led by the household survey, the labor market continues to heal.

September 4 2020
Liquidity . Markets/Economy .
Article Prime reasons for money markets
September 4 2020

They provide short-term funding that oils the economy's gears.

September 11 2020
Equity . Markets/Economy .
Article Now what?
September 1 2020

Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.

August 28 2020
Equity . Markets/Economy .
Article Double dovish
August 28 2020

Ultra-easy Fed and record stimulus represent a double dose of support for stocks.

August 21 2020
Active Management . Equity .
Article You've got to ask yourself one question
August 21 2020

Is it a bubble?

August 21 2020
Markets/Economy . Liquidity .
Article Dueling conventions
August 21 2020

Dems took the first swing; now the GOP gets its chance.

August 26 2020
Equity . Active Management .
Article Looking beyond 'Big Tech'
August 18 2020

Emerging innovators, and not the behemoths, may point way to long-term growth.

August 24 2020
Equity . Markets/Economy .
Article Shangri-la
August 14 2020

An all-in Fed covers a lot of potential worries and issues.

August 24 2020
Markets/Economy . Politics .
Article Immigrants key drivers of U.S. economy
August 13 2020

Create a safe, legal immigration framework for foreign workers.

September 8 2020
Active Management . Equity .
Article Federated Hermes tilts toward value
August 12 2020

Stock-bond model keeps 2% equity overweight but shifts from growth bias.

September 10 2020
Fixed Income . Markets/Economy .
Article Getting Better?
August 7 2020

Weekly bond commentary

August 20 2020
Equity . Markets/Economy .
Article I've never worn my new Pradas
August 7 2020

Some aspects of life and the economy are getting back to normal quicker than others.

September 8 2020
Fixed Income . Markets/Economy .
Article Still 'hmm' on high yield
August 6 2020

Liquidity is abundant but fundamentals remain iffy.

September 10 2020
Fixed Income . Markets/Economy .
Article Second Quarter GDP: dreadful, horrible, terrible, etc.
August 3 2020

Weekly bond commentary

September 8 2020
Equity . Markets/Economy .
Article We see what we want to see
July 31 2020

Our humanness can trip us up when it comes to investing.

September 10 2020
Fixed Income . Markets/Economy .
Article Housing market benefiting from low rates
July 24 2020

Weekly bond commentary

September 8 2020
Politics . Equity .
Article The strangest election in history
July 24 2020

Election Day may be nearing but the market doesn't seem all that invested.

September 8 2020
Equity . Markets/Economy .
Article Fiscal policy matters
July 10 2020

Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.

August 21 2020
Responsible Investing . Coronavirus .
Article Remember the environmental
July 7 2020

Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.