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Policy and Regulatory Commentary
Election 2020: Déjà Vu All Over Again?
While voting in the seemingly endless 2020 election is finally over, it was clear by President Donald Trump’s early morning East Room speech that there is still a whole lot of electioneering going on.
Market Outlooks
BMO Market Charts - November 02, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: October 30, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series
Applying Behavioral Finance in Emotionally Charged Times | A 2-Part Webinar Series
Policy and Regulatory Commentary
One Week Out, Comparing 2016 To 2020
On Nov. 6, 2016, two days before the last presidential election, Politico reporter Katelyn Fossett outlined the 16 worst political predictions of that year.
Market Outlooks
Weekly Market Snapshot: October 26, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts- October 26, 2020
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Value stocks have underperformed Growth stocks by the largest magnitude and longest duration in 40-years.
Market Outlooks
The stock market and the economy: Two different animals
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COVID-19 has cut a swathe through the world economy thanks to government mandated lock-downs and restrictions. No business closes its doors voluntarily and no individuals enjoy confinement to “barracks” for months on end. It is therefore essential that there is an appropriate reckoning when the pandemic passes.
Market Outlooks
The Fed’s new framework and its evolving reaction function
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Amid an accelerating election season, ongoing pandemic and a return to partisan gridlock, the Federal Reserve (Fed) has been a bit less prominent in the news cycle lately. However, at the central bank’s annual August retreat in Jackson Hole, Chairman Jerome Powell announced amendments to the Fed’s Statement on Longer-Run Goals and Monetary Policy Strategy, which had been largely unchanged since 2012. At a recent mini-forum on this topic, we discussed the significance of this change and its implications for future Fed policy and for investors.
Fixed Income Insights
October Fixed Income Market Update
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In our view, while economic data has been generally improving, higher frequency data such as elevated jobless claims and small business employment highlight the risk that the recovery could stall absent additional fiscal stimulus. Given tensions and political posturing entering the last stages of election season, short-term we believe risk premiums should be higher on the margin until resolution of the election.