Market Updates
March 30, 2020
Strong fundamentals create a basis for a potential strong recovery, the Federal Reserve has been up to the task, and all eyes are on King Dollar.
March 23, 2020
Consolidation and persistent volatility in the energy space should be expected; a look at previous bear markets; the attitude of U.S. consumers has darkened considerably.
March 16, 2020
We believe we’re in a two-stage bottoming in equities; a “fiscal bazooka” is in early stages; investors shouldn’t lose sight of potential buying opportunities; housing can be an indicator.
March 9, 2020
We expect key catalysts for equity positioning will be manufacturing/export data, interest rates, policy responses and the dollar; downside risks have risen with the spread of Covid-19 outside China, and supply chains and manufacturing are disrupted, but there is also demand disruption.
March 2, 2020
We offer our perspective on last week’s market selloff that comes amid fallout from Covid-19 virus outbreak, a recent improving trend for productivity, an apparently deteriorating global backdrop for U.S. foreign earnings and elevated volatility levels of measured risk.
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All data, projections and opinions are as of the date of the report and subject to change.
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