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Policy and Regulatory Commentary
Election 2022: All About the Economy
Four words uttered thirty years ago perhaps best capture the lens through which to view presidential and midterm elections: “It’s the economy, stupid.”
Market Outlooks
Weekly Investment Commentary: Equities rebound to start the fourth quarter
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Global equity markets contracted last week, with most broad-based indexes losing between 1% and 4%.
Policy and Regulatory Commentary
Catastrophe Coming?
While the markets have recouped some of those losses this morning, investors are clearly getting jittery.
Market Outlooks
Weekly Investment Commentary: Equities rebound with a late rally to finish higher
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Last week started with a substantial selloff over global risk concerns, but by Friday’s close the S&P 500 was back above its 50-day moving average. The S&P 500 (+0.5%) and DJIA (+0.6%) finished up, while the NASDAQ closed flat.
Policy and Regulatory Commentary
What Happens When the Clock Strikes Midnight?
The House and Senate are back in session this week for the first time since July. They are replaying a Cinderella story no one in Washington (or the stock market) likes: the end-of the-fiscal-year scramble to fund the federal government before the clock strikes midnight on September 30.
Market Outlooks
Weekly Investment Commentary: September seasonality offers buying opportunities
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Equities finished mostly lower last week as investors continue to work through economic normalization challenges from the Delta variant, the expectation of Fed tapering, input price pressures and economic data concerns.