Epic battle set to begin
There is an epic battle between two extraordinary market forces – monetary policy and economic activity. On one side, we have historic monetary accommodation from the Fed. For years, we…
Read MoreThere is an epic battle between two extraordinary market forces – monetary policy and economic activity. On one side, we have historic monetary accommodation from the Fed. For years, we…
Read MoreThe Fed clearly reacted to some troubling signs in the credit markets, and this action is a big deal because it is protecting against a further credit crisis in just…
Read MoreGood morning all, I hope everyone has a happy Passover and Easter this year and don’t forget tomorrow is a bank and market holiday. The incredible and historic volatility in…
Read MoreThere are signs of hope in the most recent data coming from New York State as Governor Cuomo announced Sunday that New York’s daily count of COVID-19 deaths is falling…
Read MoreOur research analyst Edward Nash hosted a call on Thursday with George Rutherford, MD, Professor of Epidemiology & Biostatistics at UCSF Medical School, to discuss the ongoing COVID-19 pandemic. …
Read MoreThe market is seeing a weak opening following a relief rally that still left the S&P 500 (SPX) with the worst quarterly performance since 2008 and the worst Q1 in…
Read MoreGood evening folks, I hope you and your families are all staying healthy. The S&P 500 (SPX) Futures market opened the Sunday trading session down 2% as Covid-19 and its…
Read MoreNow THAT is a relief rally. Following the 31.9% drop from late February, the S&P 500 (SPX) has bounced back 17.57% in just three days, driven by 1) a historic…
Read MoreEach time it looks like the market hits a panic low, there has been another leg down. As we wait for the Senate to vote on a fiscal package to…
Read MoreWe expected historic monetary and fiscal stimulus, and we are getting it. The Fed actions, the statements made by Minnesota Fed President Kashkari on 60 Minutes, and the probable fiscal…
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