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Market Outlooks
Weekly Market Compass: We also discuss a leadership change in Japan, US consumer sentiment, and COVID-19 cases
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Last week brought some major headlines with a new inflation target policy from the Federal Reserve, news of a leadership change in Japan, a decline in US consumer sentiment, and spikes in COVID-19 cases. What are the implications of these events for investors?
Market Outlooks
Weekly Macro Update: The Pandemic’s Unexpected Upside
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Hurricane Laura and Typhoon Bavi left heartbreaking trails of destruction last week, triggering fresh headlines around the connection between severe weather and climate change—and fresh debate about the right climate policy in the midst of a pandemic.
Market Outlooks
Barings Investment Institute Webinar - What Can Korea Teach the World about the Path to Recovery?
As an export powerhouse, Korea’s trade volumes remain an important leading indicator of global demand. Korean authorities have also been successful in containing the early outburst of the coronavirus.
Market Outlooks
Weekly Market Compass: It’s important to stay prepared for whatever the market may bring
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It’s August in New England for the Hooper family, which means hot summer days, barbecues, and lots of time in the water. Every year at this time, my thoughts turn to the iconic movie “Jaws,” which, as regular readers of this blog may remember, is another summer tradition for me.
Market Outlooks
Weekly Macro Update: Keep Your Eye on the Loser
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In this brief lull between America's two main presidential conventions, the country’s political tectonic plates are shifting even in these freeze-dried, online versions without falling balloons, cheering crowds and silly hats.
Market Outlooks
Weekly Macro Update: A Promising Update on the Vaccine we are All Waiting for
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We believe there is good reason to be optimistic. The global effort to develop a vaccine for COVID-19 has progressed at an incredible speed and is breathtaking when put in the context of vaccine development, which typically takes around a decade.
Market Outlooks
Weekly Market Compass: US jobless claims and vaccine developments bring positive news
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Last week, I laid out five things to watch in the month of August. Over the past seven days, we’ve seen new developments in each one. This week, I offer a quick update to each of those five issues, and then highlight positive news for US jobless claims and vaccine development.
Market Outlooks
Weekly Market Compass: This month, we’re tracking fiscal stimulus, virus cases, US-China tensions, the US dollar, and a heavily anticipated VP pick
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We are officially in the “dog days of summer” (in the Northern Hemisphere, anyway).
Market Outlooks
Weekly Macro Update: Taming the Golden Geese (Without Killing Them)
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After rising to the challenge of making lockdowns livable, technology firms and their investors face a trickier future than ever.
Market Outlooks
Weekly Market Compass: A federal unemployment benefit ends, Congress continues to debate about stimulus, and many fear schools could hasten a ‘second wave’ of virus cases
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Last Friday, my oldest child graduated from high school. Late July is not normally associated with graduations, but we are living in a time of COVID, and so what was supposed to occur two months earlier in the New York area was postponed and rescheduled.
Market Outlooks
Weekly Market Compass: US stocks pressured by rising virus cases and tensions with China
When I was in high school, we read Henry James’ “The Europeans” in our English Literature class.
Market Outlooks
Weekly Macro Update: How Long Can This Go On?
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There is no good time for a pandemic, but for the U.S. economy there are bad times and there are really bad times.