All Posts Tagged: U.S. Outlook
We are still in the freefall stage of the economic shock brought on by the COVID-19 pandemic and will likely remain in this stage at least through the second quarter.
Against this backdrop U.S. equity markets have been downright ebullient over the last month, looking forward to business reopenings and celebrating the flattening of the curve of new virus cases.Read More ›
Growing up in Minnesota, I am very familiar with the cabin fever that can result from long winters and being stuck at home for months on end.
Before long you’re climbing the walls with boredom and dreaming of the places you will go and the things you will do when the weather breaks. The U.S. equity market rally at this point is feeling a lot like that these days.
The Federal Reserve, as lender of last resort, is stepping into the fixed income and credit markets to extent that has never been seen, even at the height of the global financial crisis more than a decade ago.Read More ›