Thoughts on the Market

A downward adjustment in some high-flying U.S. tech stocks has put investors on edge this month, but an impasse on fiscal stimulus negotiations may be the real issue to watch.

As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.

Could a possible delay in U.S. election night results mean volatility as markets price various outcomes for policies that impact sectors?

Although the current market correction is not wholly surprising given the outsized rally in August, what was the ultimate trigger… and what's next?

How to explain the steady, almost mechanical rise in markets despite often weak economic data? It may come down to expectations and trend lines.

Although consensus sees long-term interest rates staying low, could a potential $2 trillion fiscal stimulus mean rates will rise more (and faster) than markets currently expect?

Just how big would a state and local U.S. stimulus package need to be to support a V-shaped recovery and avoid credit downgrades?

China’s recovery could be progressing better than markets expected as consumers spend more money onshore and the nation’s export engine gains market share.

Chief Investment Officer Mike Wilson says although we’re likely at the beginning of a years-long cyclical bull market, one signal could be telling us that a correction is always possible.

Markets are pricing years of lower inflation due to fallout from the pandemic. But a simple barbershop visit illustrates why that view is worth examining.