Market Commentary

GDP Declines, Consumer Confidence Plummets, Fed Intervenes

May 4th, 2020
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First look at Q1 earnings, consumers ready for re-opening, market looks to Q3/Q4 recovery

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US Industry Responds to Covid-19 with Innovation

May 4th, 2020
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Companies step up to combat the pandemic, and use this time to re-evaluate for the long term.

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Why Active Management is Key Right Now

April 28th, 2020
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The case for active management in this crisis: Some industries and sectors struggle, others thrive.

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When to Reopen Economy, Big Tech Booming, Oil Deal Struck

April 20th, 2020
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Debate over best time to get back to work, tech firms are hiring, oil producers make deal to cut production

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A Post-Crisis Vision for the Economy

April 20th, 2020
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How the pandemic will accelerate evolutionary changes in technology and the economy

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Behind Jobless Numbers, Fed Doing Even More, Rays of Hope

April 13th, 2020
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A look behind 10 million unemployment claims, Fed adds more stimulus, some good news from China

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Comparing Fed and Congress Stimulus to 2008

April 13th, 2020
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The current responses have been faster and more sweeping than the Great Recession moves

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How Long Will This Bear Market Last?

April 8th, 2020
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Event-driven bear markets tend to recover more quickly than structural or cyclical bear markets.

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Recession Looms, Government Responds, Industries That Are Thriving

March 30th, 2020
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As the downturn takes hold, some sectors are booming, and the government adds $2 trillion stimulus

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Are the Fed and Congress Doing Enough?

March 30th, 2020
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This crisis is truly unique—but we can recover with a powerful government and Fed response

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