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Policy and Regulatory Commentary
The Health of the Ticket
The health of U.S. presidents, and presidential candidates, is often and understandably an issue of interest and concern to the electorate.
Market Outlooks
Weekly Market Compass: We explore the impact of three key events on markets and the economy
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Last week’s news cycle was relentless. Tuesday’s chaotic US presidential debate dominated headlines for a few days — until Friday, when President Donald Trump announced that he and the first lady tested positive for COVID-19.
Policy and Regulatory Commentary
What Happens if the Electoral College is a Tie?
The final set of questions in last night’s presidential debate – if you made it to the end of the 90-minute slugfest – was about the peaceful transition of power, and whether there would be one on January 20, 2020, inauguration day.
Market Outlooks
Weekly Market Compass: Rising COVID-19 cases, a lack of US fiscal stimulus, and the potential for a contested presidential election are causing apprehension
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There is a feeling of apprehension in markets. I can sense it in the questions I receive.
Policy and Regulatory Commentary
The Fight to Replace RBG
After a career of service as a distinguished jurist and, later in life, a cultural icon, Supreme Court Justice Ruth Bader Ginsburg passed away on Friday, September 18, in the early hours of Rosh Hashanah, the Jewish new year.
Market Outlooks
Weekly Market Compass: These are the top issues we hope the candidates will address in detail
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The first debate between President Donald Trump and former Vice President Joe Biden will take place on Sept. 29 — the first of three debates scheduled to take place before Election Day on Nov. 3.
Policy and Regulatory Commentary
Looking forward
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The Fed sharpens its new policy framework with strong forward guidance.
Policy and Regulatory Commentary
Is there a limit to government spending?
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A growing federal deficit could be concerning if inflation starts to heat up.
Market Outlooks
Economic recovery accelerates
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A rebound led by the labor market, housing, autos, manufacturing and consumers.