$55.41
+0.0800 (+0.145%)
At Close: Jun 03, 2026
Money Moves Markets, But Not If It's 'Locked Up'
10:03pm, Thursday, 02'nd Jul 2020
The Fed has stopped growing its balance sheet. This has always put downward pressure on the stock market until the government deficit increases (increased debt)
Profiting From Uncertainty
08:41am, Wednesday, 01'st Jul 2020
Global economic policy uncertainty is at an all-time high. This has historically cut capex and hurt valuations, but can also be used as a contrarian buy/sell in
Median Household Income In May 2020
06:46am, Wednesday, 01'st Jul 2020
Political Calculations' initial estimate of median household income in May 2020 is $65,669, down 0.5% from April 2020's initial estimate of $66,027. While this
Mid-Year Outlook: A Slow, Uneven Economic Recovery In The Second Half
05:45am, Wednesday, 01'st Jul 2020
Our base case is that the global economic recovery in its initial stages will be slow and uneven. We assume there will be a gradual easing of lockdowns and a gr
Our Midyear Outlook
01:55am, Tuesday, 30'th Jun 2020
The virus shock is accelerating key structural trends. We update our three investment themes and investment views against this backdrop. We are tracking the int
U.S. Lagging G7 In Post-Lockdown Economic Recovery
08:02am, Monday, 29'th Jun 2020
Economic mobility in the US increasing at a slower pace than COVID-19 infections, contrary to the rest of G7. At a state level, New York, New Jersey, Massachuse
The Reopening Killed The V-Shaped Recovery
07:43am, Monday, 29'th Jun 2020
This is a weekly series focused on analyzing the previous week’s economic data releases. The objective is to concentrate on leading indicators of economic activ
U.S. Bankruptcies Busting Out To Match 2009 Peak Mean Trouble For Stock Market
08:37am, Sunday, 28'th Jun 2020
Bloomberg reported this week that thirteen US companies (in the 50-million-plus size) filed for bankruptcy last week. Ironically, a health crisis was not even g
Is Determining The Shape Of The Global Economic Recovery Much Ado About Nothing?
07:56am, Sunday, 28'th Jun 2020
Is the nascent economic recovery V-shaped, U-shaped, L-shaped, W-shaped, square root-shaped, Nike swoosh-shaped or something else entirely? I haven't seen this
Weekly Commentary: More W Than V
06:47am, Sunday, 28'th Jun 2020
The much vaunted V recovery is improbable. To simplify, a somewhat W-looking scenario is a higher probability. My concern has been that the COVID dislocation wo
Could The Resurgence In Coronavirus Cases Stall An Economic Recovery?
03:38pm, Saturday, 27'th Jun 2020
On the latest edition of Market Week in Review, Quantitative Investment Strategist Dr. Kara Ng and Head of AIS Business Solutions Sophie Antal Gilbert discussed
MacroView: The Fed Has Inflated Another Asset Bubble
11:27am, Saturday, 27'th Jun 2020
Over the last several years, we have discussed the risk of excessive monetary policy inflating a bubble in a variety of assets from debt, to real estate, to sto
Clouds Gather For Oil, Stocks, And Gold In The Short Term - David Brady (June 26, 2020)
11:12am, Saturday, 27'th Jun 2020
Beginning with the fundamental backdrop, we're seeing an increasing number of headlines and states signaling a resurgence of COVID-19, or Wave 2, and talk of re
S&P 500 Earnings Update: Revisions Turned Slightly Negative (Again) This Past Week
10:18am, Saturday, 27'th Jun 2020
Next week, readers will see the quarterly bump in the forward four-quarter estimate. Looking at the forward S&P 500 EPS curve, the revisions this week turned sl
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