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Market Outlooks
Weekly Market Compass: Stimulus talks, presidential polls, Brexit and more could impact markets this month
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This month, I’m watching five key issues that have the potential to impact global markets.
Market Outlooks
Weekly Macro Update: Deal or No Deal?
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Several nations around the world await deals, whether it is another fiscal stimulus package or a trade agreement between the U.K. and EU. Global inflation data is likely to remain contained, and U.S. September retail sales are expected to post another modest rise.
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.
Market Outlooks
Weekly Macro Update: How to Repair America’s Brand
A country that seems so divided—even discounting for a heated election and a pandemic—starts to raise questions for global investors.
Market Outlooks
Weekly Macro Update: The Biggest Threat to the Global Recovery Lies Beneath This Dome
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Rising acrimony at the U.S. Capital around the Supreme Court vacancy puts stimulus at risk and hurts long-term growth prospects.
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.
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.
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 Market Compass: A greener economy and a rise in small businesses may be a silver lining for long-term growth
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It’s back to school season, and that invariably reminds me of my own education and all that I enjoyed learning when I was in school.
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 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 Market Compass: Key themes have emerged during the pandemic that may support long-term tech growth
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It feels like investors have been on a wild ride over the past week as tech stocks plunged, dragging down major global indexes with them.