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Market Outlooks
Weekly Wire: The election, the markets, and the economy: you’ve got questions, we’ve got answers
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While (we hope) the Weekly Wire is timely, relevant, and entertaining, it also tends to be both a bit backwards looking—focused on analyzing and understanding a market or economic event that has happened—with the week’s narrative starting and ending on that particular page. Well, in this edition we are going in a different direction.
Market Outlooks
Weekly Wire: What the election means for the market
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Equities have rallied, the economy is recovering, and we are learning to live with COVID-19, all of which is good news.
Market Outlooks
Weekly Macro Update: Investors Beware! Trump & Biden Agree On Something!
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China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
Market Outlooks
Weekly Macro Update: It’s Not the Beginning of the End; It’s the End of the Beginning
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As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
Market Outlooks
Weekly Wire: Sometimes, it’s all about expectations
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Sometimes in life it’s not so much what you do, it’s what you do relative to what the world expects of you, like Lloyd Christmas in Dumb & Dumber, totally redeeming himself in the eyes of Harry Dunne when he trades their van “straight up, to a kid in town” for a moped that gets 70 MPGs.
Market Outlooks
Weekly Macro Update: The Impact of COVID-19 on Commercial Real Estate Capital Markets
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While the Global Financial Crisis indiscriminately impacted volumes and pricing across commercial property types, the impact of the pandemic on capital markets, has been more selective, widening the gulf between “winner” and “loser” property types.
Market Outlooks
Weekly Wire: It’s the final countdown…to the election
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As the 2020 Presidential election draws near, our attention instinctively turns to Europe – the Swedish pop-metal band, not the continent – and their mid-80s chart-topper, The Final Countdown.
Market Outlooks
Weekly Macro Update: The Pandemic’s Unexpected Upside
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Hurricane Laura and Typhoon Bavi left heartbreaking trails of destruction last week, triggering fresh headlines around the connection between severe weather and climate change—and fresh debate about the right climate policy in the midst of a pandemic.
Market Outlooks
Weekly Macro Update: Keep Your Eye on the Loser
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In this brief lull between America's two main presidential conventions, the country’s political tectonic plates are shifting even in these freeze-dried, online versions without falling balloons, cheering crowds and silly hats.
Market Outlooks
Weekly Macro Update: A Promising Update on the Vaccine we are All Waiting for
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We believe there is good reason to be optimistic. The global effort to develop a vaccine for COVID-19 has progressed at an incredible speed and is breathtaking when put in the context of vaccine development, which typically takes around a decade.
Fixed Income Insights
Weekly Macro Update: TikTok on the Clock, Now Don’t Let Fiscal Stimulus Stop
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TikTok may be the tip of the iceberg as the U.S. recommends tech companies remove Chinese apps from their app stores. Uncertainty around the next stimulus package may continue to weigh on consumer spending as we expect weaker data for July.
Market Outlooks
Weekly Macro Update: Taming the Golden Geese (Without Killing Them)
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After rising to the challenge of making lockdowns livable, technology firms and their investors face a trickier future than ever.