September 21, 2020 Brexit Negotiations: One Minute to Midnight by Darren Williams The Brexit negotiations are growing more adversarial with no signs of agreement on key issues. The most likely outcomes are now the hardest and most disruptive Brexit scenarios—leading to further potential weakness for the UK’s currency. Brexit, Economics Likes 0 SHARE Bookmarks
September 16, 2020 Election 2020: Which Sectors Could Win or Lose by Matthew D. Palazzolo, Christopher Brigham We’re all on pins and needles to see who wins the 2020 election. But in addition to the candidates, there will be other winners and losers—the asset classes, industries, and companies whose fortunes strengthen or weaken depending on the outcome. Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks
September 14, 2020 How Trump and Biden Stack Up on the Big Issues by Matthew D. Palazzolo, Christopher Brigham What would a Trump or Biden win in the election mean for the economy? Who wins the White House in 2020 will have critical implications, but just as important (and often overlooked by investors) is which party will control the Senate. We look at what different outcomes could spell for the economy after the election. Economics, Policy & Regulation Likes 0 SHARE Bookmarks
September 08, 2020 How Will the Election Affect the Market? by Matthew D. Palazzolo, Christopher Brigham With the 2020 election rapidly approaching, we look at how the market factors in elections and what that means for investors in the coming months. Economics, Policy & Regulation, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
September 01, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (September Update) by Jonathan Berkow, Scott Krauthamer Many investors are looking for emerging signs of a return to normalcy from the coronavirus crisis. While there are many indicators to choose from, we’ve assembled a group of signals, with the help of big data, that may point the way. Coronavirus, Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks
August 05, 2020 Why the US Economy Needs More Stimulus Very Soon US household income has held steady, but only because of stimulus checks and enhanced unemployment benefits. As Congress debates the shape and scope of the next package, economic data show a clear need for more help sooner rather than later. Coronavirus, Economics Likes 0 SHARE Bookmarks
July 28, 2020 COVID as a Catalyst: Are the Political Tides Turning? by Matthew D. Palazzolo, Christopher Brigham Moments of crisis can be revealing. Today, the health and economic impacts of the coronavirus have shined a light on cracks in the American social contract and social safety net. How will these cracks and the response to them shape our politics, policy, and ultimately economic and market outcomes in the coming years? Coronavirus, Economics Likes 0 SHARE Bookmarks
June 30, 2020 COVID as a Catalyst: Will Efficiency Fall by the Wayside in a Riskier World? by Matthew D. Palazzolo, Christopher Brigham For decades, efficiency has been the name of the game for corporate management. Now that the coronavirus has exposed the benefits of robustness, supply chains and capital allocation policies may change. Companies may also take another look at automation, using the recession and pandemic as a catalyst to substitute capital for labor, leading to consequences for their finances, their employees, and the economy overall. Coronavirus, Economics, Equities Likes 0 SHARE Bookmarks
June 25, 2020 COVID As A Catalyst: A Tailwind for Technological Adoption by Matthew D. Palazzolo, Christopher Brigham The coronavirus pandemic condensed years of technological adoption into a matter of months. Companies and industries who can take advantage of the shifts to remote working, telehealth, and online education will benefit. Those who cannot were already vulnerable and are now even more at risk. We analyze these trends and the likely winners and losers. Coronavirus, Economics, Equities Likes 0 SHARE Bookmarks
June 11, 2020 The Fed Didn’t Ease More...Is That a Missed Opportunity? by Eric Winograd The Fed gave its updated economic outlook this week, but not the additional policy support markets were looking for. We think this was a misstep...but one we hope will be corrected if the outlook doesn’t improve. Coronavirus, Economics, Fixed Income, Low-Yield Environment Likes 0 SHARE Bookmarks
June 11, 2020 COVID as a Catalyst: The Long-Run Economic and Societal Impact of COVID-19 by Matthew D. Palazzolo, Christopher Brigham The coronavirus has had a major impact on 2020. Once we’re on the other side of the pandemic, though, what structural changes and consequences will follow? In our “COVID as a Catalyst” series, we look at the longer term macroeconomic, technological, corporate, and geopolitical effects of the coronavirus. Coronavirus, Economics Likes 0 SHARE Bookmarks
June 11, 2020 COVID as a Catalyst: The End of the Era of Good Macro? by Matthew D. Palazzolo, Christopher Brigham We’ve all benefitted from the past few decades of “good macro”—low inflation, falling interest rates, and stable growth. Given the unprecedented economic shock to the system from the coronavirus pandemic and the staggering increase in the national debt and money supply in response, are we at increased risk of a “bad macro” environment in the future? Coronavirus, Economics Likes 0 SHARE Bookmarks
June 02, 2020 What We Can Learn from China’s Rapid Normalization by Mo Ji China is further along the coronavirus curve than much of the rest of the world. What does its path to normal look like, and what are the big unknowns? China, Coronavirus, Economics, Emerging Markets, Trade Wars Likes 0 SHARE Bookmarks