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Market Outlooks
Weekly Market Compass: What’s next in the evolving Evergrande situation?
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The China Evergrande situation captured the world’s attention in a big way last week.
Market Outlooks
Weekly Market Compass: What to watch this week: The FOMC and Evergrande
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Markets are watching two critical issues this week.
Market Outlooks
Weekly Market Compass: Markets look for a foothold to climb the ‘wall of worry’
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For the most part, global stocks have had a disappointing run in recent days.
Macroeconomic & Geopolitical
Why Is Everyone in Washington Talking About Jerome Powell?
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Is the chorus loud enough yet for President Biden to dump Powell in favor of another nominee? Let’s take a look.
Market Outlooks
Weekly Market Compass: Powell reassures markets that the Fed won’t rush rate hikes
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Last week — in the dead of August — the Kansas City Fed held its annual Jackson Hole Symposium.
Market Outlooks
Weekly Market Compass: As COVID cases rise, will Powell address Fed tapering?
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Over the last several weeks, the idea that COVID-19 would soon be a problem of the past was dashed with recent data. Countries such as Israel — which I’ve described as the “gold standard” of vaccine rollouts — and the United States are experiencing a surge in COVID-19 infections.
Macroeconomic & Geopolitical
Short-Staffed
As we reported just one week after President Joe Biden’s inauguration in January, the Senate was taking more time than usual to approve the senior-most members of the president’s appointees: his cabinet.
Market Outlooks
Weekly Market Compass: The Fed’s foreshadowing may help avoid another ‘taper tantrum’
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It’s “back to school” season in many parts of the world, which always brings back warm memories for me.
Market Outlooks
Weekly Market Compass: A closer look at the Chinese tech sell-off
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I often use this blog as an opportunity to answer pressing questions from clients. And recently, it seems almost all the questions we are getting are about China – what is going on with Chinese stocks and whether investors should abandon them.
Market Outlooks
Weekly Market Compass: What’s driving low Treasury yields?
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Last week, we saw yields on US Treasuries reach fresh multi-month lows. The 10-year yield fell to 1.25% during the week, although it was able to finish the week modestly higher.