Polls vs. Stocks: Which Is the Stronger Election Predictor?
10/16/2020
“Joe Biden is leading in the polls, but the markets have done well since the beginning of August,” says Washington Policy Analyst Ed Mills. “This sets up an interesting conversation for 2020.”
Economy & Policy
Fed Widens Outlook but Maintains Its Two Key Goals
10/12/2020
“They found that low unemployment really significantly benefits low- and middle-income communities, so that’s one of the new concerns,” says Chief Economist Scott Brown.
Economy & Policy
Rosy Outlook for Some Sectors; Others Continue to Struggle
10/9/2020
“Under the surface, the ‘K’ recovery remains,” says CIO Larry Adam. “Different parts of the economy will recover at a different pace and magnitude.”
Markets & Investing
New Jobs Data: Decent Growth, but Still 7% Below Feb. Levels
10/2/2020
“I think the easy part of the recovery is now behind us,” says Chief Economist Scott Brown, “and now the pace of improvement is going to be a lot more gradual.”
Economy & Policy
Historically, Corporate Tax Raises Haven’t Stunted Markets
9/24/2020
While a higher corporate tax rate could dent earnings by 10% in the year of implementation, it wouldn’t necessarily end the current bull market, notes CIO Larry Adam.
Markets & Investing
// Economy and Policy
This Market Rally Is Breaking Records – but Can It Continue?
9/3/2020
It can, says CIO Larry Adam, “assuming we get continued medical enhancements to combat COVID-19, the economy continues to improve and earnings growth momentum continues.”
Markets & Investing
