When Do Rates Start Rising After a Recession?
As the economy begins to recover, with the early stage more robust than expected, we increasingly get asked when interest rates will move meaningfully higher.
5 Charts To See With Stocks At New Highs
“Better late than never.” It took a while, but the S&P 500 Index finally made a new all-time high, coming all the way back from the vicious 34% bear market …
Low Treasury Yields Present a Challenge as Inflation Expectations Rise
As the COVID-19-related economic weakness that characterized the first half of the year subsides, growth has begun to return as trillions in fiscal stimulus have helped to stabilize consumer spending. …
Chart Check
We continue to follow high-frequency data to assess whether the US recovery remains on track or if it has been derailed by COVID-19 outbreaks in parts of the country. Here …
Do the Top 5 Stocks Pose a Risk to the Market?
Apple, Microsoft, Amazon, Google, and Facebook. These five stocks have helped spawn a number of acronyms as they try to capture the rise of mega-cap tech stocks that have led the market higher for much of the past decade.
Biggest GDP Contraction Ever
The best thing we can say about today’s US gross domestic product (GDP) report for the second quarter is that it’s behind us. GDP contracted at a 32.9% annualized rate …
Midyear Outlook 2020: The Trail to Recovery
FEATURED (July 2020): We are just beyond the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and economic crises that continue to impact our communities and our economy.