Frothy Sentiment Rides Bullish Technicals | Weekly Market Commentary | November 23, 2020

The S&P 500 is up, and small caps have soared. Sentiment could be getting a little frothy as well, which may increase the odds of a pullback.

Q3 Results Brighten 2021 Picture | Weekly Market Commentary | November 16, 2020

Corporate earnings are beating expectations and stocks may be in a new bull market.

Global Portfolio Strategy | November 10, 2020

Stocks fell for the second straight month in October as Election Day approached and brought policy uncertainty that historically has driven volatility.

Market-Friendly Election Outcome | Weekly Market Commentary | November 9, 2020

Equity returns have been strongest under a split Congress. What we can expect under a Joe Biden administration.

Client Letter | Election Clarity for the Markets | November 9, 2020

What we can expect in the markets and economy under a Biden administration and split Congress.

Client Letter | Election 2020 Is Undecided | November 4, 2020

Choosing our next president may take longer this time, but temporary uncertainty at the polls should not slow our economic recovery.

Record GDP on the Eve of the Election|Weekly Market Commentary| November 02, 2020

GDP grew 33.1% annualized in the third quarter, the sharpest rebound in GDP since WWII.

Are the Polls Wrong Again?|Weekly Market Commentary|October 26, 2020

As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls are saying.

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