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Market Outlooks
Weekly Market Compass: Nine things for investors to watch this week
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November is starting off with a flurry of activity. Central bank meetings in the US, England, and Australia are expected to create headlines.
Market Outlooks
Chips are down but auto ABS opportunity is up
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Semiconductor shortage is an all-around positive for these asset-backed securities.
Policy and Regulatory Commentary
Tax Trick or Treat?
With Halloween just a few days away, Democrats are still trying to decide what treats they will include in their slimmed-down Build Back Better legislation.
Policy and Regulatory Commentary
Virginia As a Bellwether for the Midterms?
Have you enjoyed the 11-month break in political advertisements since last year’s presidential and congressional elections?
Policy and Regulatory Commentary
Can Democrats Use Reconciliation To Pass A Global Minimum Tax?
Last week, 136 countries representing about 90 percent of the global economy agreed to a plan sponsored by the United States to enact a 15 percent global minimum tax on most businesses that operate internationally.
Market Outlooks
Weekly Market Compass: How much will supply chain issues weigh on earnings season?
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Last week in my blog, I mentioned a number of things to watch in October.
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 Market Compass: After an awful month for stocks, what’s in store for October?
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For those who don’t know me well, I must confess that I am a movie buff — and I enjoy bad movies almost as much as good movies because of their comedic value.
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.