Weekly Market Commentary
12/1/2020
Last week, vaccine optimism immunized investors against signs of economic weakness. In previous commentaries we’ve written about narrative economics, which
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Weekly Market Commentary
Weekly Market Commentary
11/24/2020
The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because
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Weekly Market Commentary
11/17/2020
Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last
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Weekly Market Commentary
11/10/2020
It’s said markets hate uncertainty, but that wasn’t the case last week. Despite tremendous uncertainty about the outcome of the
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Weekly Market Commentary
11/3/2020
Last week, financial markets and economic data told very different stories. Reviewing economic data is a bit like looking in
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Weekly Market Commentary
10/27/2020
Stimulus talks led investors in a merry dance last week. So far in 2020, stock markets have been sensitive to
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Weekly Market Commentary
10/20/2020
It was a turbulent week for investors. Waves of positive and negative news buffeted financial markets last week: The financial
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Weekly Market Commentary
10/13/2020
Yes. No. Maybe? Markets were sharply focused on the status of stimulus last week. First, it was on. Then, it
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Weekly Market Commentary
10/6/2020
Last week, the third quarter of 2020 came to an end – and the fourth quarter delivered a doozy of
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Weekly Market Commentary
9/29/2020
For four weeks, the U.S. stock market has sparked and sputtered like a campfire in light rain. Today, pandemic-driven demand
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