Market Commentary
China Grows in 2020, Fed Budget Deficit Balloons, 10-Year Treasuries Up

China only major country to grow last year, deficits likely to grow with higher Fed spending in 2021
Read MoreCapitol Crisis and the Markets, Manufacturing Recovery, More Taxes Ahead?

Short- and long-term effects of civil unrest, tax outlook under Dem administration, global factories show strength
Read MoreStimulus Bill Passes, Investor Optimism is Peaking, China’s Big Tech Backlash

New stimulus provides relief, investor risk-taking may signal pullback, China regulators hit tech firms
Read More2021: Inflation Returns, Pluses and Minuses for Big Tech, Globalism Grows

2021 themes include rising inflation, tech growth (but regulatory issues), and an increasingly global perspective
Read MoreSteel Demand Rises, Stimulus Breakthrough, Retail Pulls Back

Headwinds for Big Tech, steel prices surge with increased demand, lawmakers close to $900 billion stimulus
Read MoreMortgages Hit Record Level, Big Tech Under Scrutiny, Metal Markets Strengthen

Google and Facebook face regulatory push, refinances and new buyers up, metal rally signals confidence
Read MoreYear-End Consumer Spending Slows, States Face Budget Shortfalls, China Booming

Q4 economic data better than expected, state and local budgets face perfect storm, new frontier for U.K. in 2021
Read MoreIdeas For Putting Cash to Work in This Low Rate Environment

With deposit account rates hovering near 0%, Mitch offers other options for investors
Read MorePandemic Changes Thanksgiving, a New Asian Trade Group, Stimulus Clock Ticking

Thanksgiving shoppers face shortages and higher prices, bad timing for Boeing, 15 Asian countries make a trade deal
Read MoreVaccine Hopes Boost Market, Housing Demand Strong, Pandemic Saving Soars

Airlines face double struggles, millennials lead housing demand, pent-up savings could mean spending spree next year
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