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Market Updates

Your resource for the latest thinking from our experts on the markets and economy in the coming year and beyond

March 30, 2020

Strong Fundamentals Create Basis for Potential Strong Recovery

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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.

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March 23, 2020

Shock and Oil

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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.

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March 16, 2020

Market Volatility Update

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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.

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March 9, 2020

Damages, Responses and the Other Side

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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.

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March 2, 2020

The Market Selloff in Perspective

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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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February 24, 2020

Can the U.S. avoid “Japanification”?

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We see a clear sign that inflation pressures are headed lower; owing to the Coronavirus, global policy makers have adopted a double-barreled response; given Europe’s tepid risk-taking culture and underdeveloped venture capital markets, the EU continues to lag the U.S. and Asia.

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February 18, 2020

Deflationary effects from the Coronavirus put the Fed back in play

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Positive incoming economic data so far this year have confirmed our belief that the path of least resistance for the U.S. economy would be up after the Fed cut interest rates and the effect of other central banks' rate cuts started to be felt around the world. The global economic surprise diffusion index has turned sharply positive, reflecting increasingly more upside surprises than downside surprises on the economic front worldwide in recent weeks..

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February 11, 2020

Stocks Are Not Partying Like the Late 1990s

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Global equities ripped higher last year, powered by the S&P 500, which marked its strongest gain since 2013. Many investors have questioned whether this market is similar to that of the late 1990s, but there are some key differences.

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