Thoughts on the Market

Some U.S. stocks have reaped the benefits of a pull forward in demand thanks to effects of the pandemic. But with valuations rich, is a correction now ahead?

In the second of a special two-part episode, we talk with biotech equity analyst Matthew Harrison about market response to new data in the race for a vaccine.

In the first of a special two part episode, we talk with biotech equity analyst Matthew Harrison about new case projections ahead of fall and flu season.

Local and state governments across the U.S. are eagerly watching whether a new round of stimulus will help them address budget shortfalls. Will Congress deliver?

Understanding the regime of financial repression we are under, and recent changes in it, is key for successful investment. Chief Investment Officer, Mike Wilson explains.

While July contains a number of potentially positive market events, August and September could present a number of potentially problematic ones.

Could a new $1 trillion stimulus deal make its way through the halls of Congress before the summer recess? Why the likelihood of a deal is increasing.

U.S. equities—tech stocks in particular—have powered higher since March lows, but investors are still parsing Q2 earnings, a coming election and rising COVID-19 cases.

The sharp rebound in stock and corporate bond markets has made some question if markets are a bit too upbeat about a speedy recovery. There’s just one problem with this view.

Although the U.S. election is anything but predictable four months away, investors may still want to consider how markets would react to a Democrat sweep.