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.
The race could tighten but whatever happens, the market should be fine.
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.
A disputed election headlines potential risks heading into year-end.
It may not matter all that much to the market.
A simple guide to a very complicated set of possibilities.
Virus and election risks weigh on investors.
The Fed sharpens its new policy framework with strong forward guidance.
With polls tightening and debates around the corner, it's getting very interesting.
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.
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.
Ultra-easy Fed and record stimulus represent a double dose of support for stocks.
No trip to the Grand Tetons this year, but the Fed presented a monumental announcement.
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.
Create a safe, legal immigration framework for foreign workers.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
His moves to help workers fill a void of Congress' own making.
Vulnerabilities emerge at a potential turning point in its relations with the world.
Some aspects of life and the economy are getting back to normal quicker than others.
The nation's job market continues to mend.
Liquidity is abundant but fundamentals remain iffy.
Back to school won't be business as usual this year.
The Fed keeps making good decisions to support the economy.
Our humanness can trip us up when it comes to investing.
GDP's collapse for the ages in the second quarter could lead to record rise in the third.
Uneventful FOMC meeting reaffirms stance of maximum support for the economy.
Election Day may be nearing but the market doesn't seem all that invested.
Opposing forces are pulling at the economy, but we expect recovery to win.
Was this week's agreement the bloc's big breakthrough? Maybe. Maybe not.
Of 4 possible trade deals, an updated Nafta is the only one on the books.
Good start to earnings season is just one reason we are optimistic despite the rise in Covid cases.
It's hard to have visibility when nearly 4 in 10 companies don't provide guidance.
New spike in Covid-19 cases threatens recovery's path.
Numbers are still pretty awful; the consumers' moods aren't.
Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.
A wall of worry vs. a wall of liquidity is limiting back-half options.
Despite strong returns off March lows, we see more opportunity ahead.
The labor market continues to heal in remarkable fashion.
After spring's big rally, a possible pause in a still-bullish scenario.
2020's challenges and responses reflect Americans' indelible spirit.
It's over. Now investors will have to deal with rising challenges.
Equity overweight lowered as coming months may be choppy.
We trimmed our equity overweight a tad on likely choppiness ahead.
Proponents of Modern Monetary Theory do not think so.
Unprecedented sums are at the ready to prop up markets.
The outlook, as a recovering economy tends to lift cyclical stocks.
By clearing underbrush, the week's sell-off should make the market stronger.
Just as in life, emotions and biases can distort the way we invest.
A review of 5 myths that are tripping up the bears.
And right now, fear of missing out is driving the herd.
The job market in May blew out expectations with a gain of more than 2.5 million jobs.
The dichotomy between market tranquility and abundant uncertainty has us remaining highly selective.
And investors may find some by including a balanced approach in their portfolios.
The Fed has been outspoken against negative rates, and a U-shaped recovery could shorten the period they are pinned to zero.
The money, that is. Despite massive stimulus, lending and spending have yet to perk up.
We are optimistic at this critical juncture for the U.S. economy.
With the bottom appearing to be in, there's nowhere to go but up.
And that should be good for the liquidity markets.
Any new stimulus must only target economic recovery.
Company fundamentals far more important now than macro analysis.
Much is to be determined, but e-commerce facilities, RV parks and suburbs are well positioned.
But there is a sharp dividing line between the winners and losers.
Being in the right stocks starting to matter more than being in stocks.
The news is dismal, but stocks appear to be looking past it to a potential rebound in the year's second half.
As troubling data pours forth, the pain trade is to the upside.
Data over the next few weeks and months will be ugly, but better times lie ahead.
Companies that continuously innovate should continue to lead.
That the Fed has been adjusting its policy action is impressive and important.
GDP fell 4.8% in the first quarter, but expect economic growth by the third.
The FOMC statement reiterated it will not hold anything back to aid the economy.
As Linda settles in at home, she ponders if we're getting ahead of ourselves.
With market likely stuck in trading range, finding winners & losers becomes key.
Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.
A pullback is not unusual after a strong rally.
We see through this technical recession to a sharp recovery in the second half of 2020 and beyond.
As bad as it may seem, history suggests better days and opportunities lie ahead.
New OPEC and Russia reductions should raise prices, but demand must rise to stabilize the market.
Unprecedented stimulus is putting some investors' minds at ease.
And returns to secular bull uptrend as investors see light at end of tunnel.
We're in somewhat of a holding pattern as we await clarity ... and opportunity
As she adjusts to working from home, Linda wonders what happens when all the bills come due.
The disastrous March jobs report didn't even factor in the terrible last two weeks.
With so much still unknown, it seems too early to call a market bottom.
Bottoming process continues.
Social distancing certainly seems necessary but it comes at a steep near-term price.
Primary dealers and the short end of the commercial paper market are the latest to get support.
Coronavirus and possible Sanders victory are washing out the "weak hands."
The Fed must decide, on its own, if the coronavirus outbreak qualifies as such.
The week started just fine in North Carolina...then I came back late Thursday.
The real upside, Steve Auth says, could come post-election.
Measured from October to January, holiday retail sales impressed.
What industry money managers are thinking about stocks and the economy as a new year gets underway.