Six Surprises So Far in 2021
2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been some surprises. Below we take a look at some things that have happened so far in 2021 that have surprised us.
Midyear Outlook 2021: Picking Up Speed
After a 2020 we will never forget, we look ahead to the second half of 2021, and even into 2022, with optimism for the future.
Hot Inflation Data Jolts Investors
For nearly a year, investors have been on watch for a potential jump in inflation. Still, this week’s inflation numbers came with some serious sticker shock.
Markets Shrug Off Debt Levels
US debt levels have soared during the pandemic, but the market is taking it in stride, staying focused on reopening the economy.
Three Fed Takeaways from an Extraordinary Year
2020 was an extraordinary year for the Federal Reserve (Fed). The Fed responded swiftly and decisively to rapidly accelerating financial and economic uncertainty. The current Fed was helped by precedents and policies created during the 2008-09 recession, but also went beyond them to address the specific economic needs of the current crisis.
A Positive Outlook for 2021
As 2020 comes to a close and we look forward to 2021, we take a look at what we can expect in the stock and bond markets, the economy, and a new post-election policy environment in 2021.
Market Responses to Election Uncertainty
November presidential election results may be delayed or disputed, or both, and President Donald Trump’s COVID-19 diagnosis adds to the noise. How will the markets react to this election uncertainty?
How Corporate Bond Spreads Respond to Equity Market Volatility
An old Wall Street adage says bond markets are smarter than equity markets, so when stocks encounter volatility, investors often look to the bond market for clues about the potential …
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. …