Stimulus compromise likely to leave out the public sector How will the new $908 billion stimulus package proposal impact the economy? Daily Economic Commentary December 16, 2020 market commentary
Cycle Watch: December 2020 – Post election progress Positive economic growth numbers suggest the COVID-19 recession may be the most severe and the shortest recession in the post-WWII period Capital Market Impact December 15, 2020 economic growthinflationinvesting strategiesmarket commentary
Near-term weakness, but a much stronger 2021 This is a most unusual soft patch in that it has a clear-cut terminus in the not-too-distant future. Daily Economic Commentary December 15, 2020 market commentary
Markets at record highs despite COVID-19 surge Risk and sentiment indicators continue to tell an optimistic story Capital Market Impact December 7, 2020 economic growthinvesting strategiesmarket commentary
Vaccine optimism outweighs economic concerns Equity markets are set to resume their upward trajectory following a stall last week Capital Market Impact November 23, 2020 economic growthinvesting strategiesmarket commentary
Economic recovery at a crossroads Stocks rise to record highs, as do U.S. COVID cases. Capital Market Impact November 18, 2020 economic growthinvesting strategies
November Economic Review: Record economic growth. New infections present risk. After a couple of months of strong-but-slowing growth, the economy picked up some steam in October as many indicators were better than anticipated. Economic Commentary November 17, 2020 consumer spendingeconomic growthhousing marketinflation
Vaccine optimism drives markets to record highs Equity markets broke out to a fresh record high on optimism surrounding a vaccine Capital Market Impact November 16, 2020 economic growthinvesting strategiesmarket commentary
Stimulus spending pushes government debt to record highs A rise in interest rates may worsen the debt picture. Capital Market Impact October 28, 2020 interest ratesinvesting strategiesmarket commentary
The recovery shifts to a lower gear October Monthly Dashboard: Some components of the economic recovery downshifted in September. Economic Commentary October 23, 2020 consumer spendingeconomic growthinflationinterest rates
