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2021 Outlook
March 29 2021
2021 Outlook . International/Global .
Article What's up across the pond?
January 21 2021

German elections, recovery and, finally, an end to Brexit saga.

March 29 2021
2021 Outlook . Equity .
Article This year's 'Big Surprise' could be the bullish consensus wasn't bullish enough
January 14 2021

A year of “unprecedenteds” sets stage for an unexpectedly strong move higher in stocks.

January 14 2021
2021 Outlook . Fixed Income .
Article Taxes, Treasuries and taper on the mind
January 14 2021

Three things to watch in 2021.

March 29 2021
2021 Outlook . Fixed Income .
Article Agreeing with consensus is hardly comforting
January 13 2021

We’re positioned for “risk on” but worry most everyone else is too.

January 7 2021
2021 Outlook . Equity .
Article A Blue Ripple, not a Blue Wave
January 6 2021

With the slimmest of margins, Democrats will have to compromise.

January 8 2021
2021 Outlook . Equity .
Article Home (cars and cannabis, too) is where the growth is
January 5 2021

Three things to watch in 2021.

January 21 2021
Liquidity . 2021 Outlook .
Article Looking forward to 2021
January 4 2021

The new year revives old optimism.

January 4 2021
2021 Outlook . Markets/Economy .
Article It's always darkest before the dawn
December 30 2020

Three things to watch in 2021.

December 28 2020
2021 Outlook . International/Global .
Article 2021 will be a year of recovery
December 29 2020

Three things to watch in 2021.

December 28 2020
2021 Outlook . Equity .
Article Easy money
December 28 2020

Three things to watch in 2021.

December 17 2020
2021 Outlook . Equity .
Article Buy the rumor, sell the news
December 16 2020

Federated Hermes adds equity exposure, sets 4,500 and 5,000 targets for S&P 500 in 2021 and 2022.

December 22 2020
2021 Outlook . Equity .
Article The bull gets the vaccine
December 15 2020

It's a 'heads I win, tails I win' setup for 2021.