What might the markets do as we all hunker down?
We continue to think the S&P will reach 3,800 this year and 4,200 in 2021.
2021 risks are far more to the upside than downside.
We're going to be hearing about Georgia ad nauseam in coming weeks.
Vaccination hopes add to factors favoring stocks.
Election outcome 1 of 5 reasons risk assets are on a tear.
Spiking Covid cases, no extra stimulus and a possible contested election.
The race could tighten but whatever happens, the market should be fine.
Pullback could be in offing against promising long-term outlook.
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.
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.
Securitized credit sectors appear to be holding up well so far.
Is it a bubble?
Dems took the first swing; now the GOP gets its chance.
An all-in Fed covers a lot of potential worries and issues.
Some aspects of life and the economy are getting back to normal quicker than others.
Liquidity is abundant but fundamentals remain iffy.
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.