Chinese property developer Evergrande’s liquidity crisis has sparked fear and selling in Chinese property stocks over the past several weeks. Could this spark a systemic risk scenario, similar to when Lehman Brothers went under? We don’t think so
The term stagflation has been circulating increasingly in the financial media. This week we share a current outlook on stagflation, the misery index, and inflation.
Companies blew by estimates and made strategists and analysts look silly.
President Biden’s recently proposed $2 trillion infrastructure investment plan would, if enacted as-is—a big “if” for sure— provide much needed support to traditional infrastructure projects like roads and bridges amongst other projects. While the plan would tangentially support the municipal market through better economic growth and higher tax revenues, there could be other provisions that would impact the municipal market more directly.
Stocks sold off yesterday after a report that the White House was considering doubling the capital gains tax on the wealthy to 39.6%.
December is widely known as one of the best months of the year for stocks, but most don’t realize that the majority of the gains happen in the second half of the month.
As 2020 winds down, it has been an extremely tough year on all of us. Still, there are many reasons to be thankful and today we will share some reasons investors should be thankful.
As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls are saying. GDP, stock performance, and the US dollar all have a history of picking the winner.
November presidential election results may be delayed or disputed, or both, and President Donald Trump’s COVID-19 diagnosis adds to the noise. How will the markets react to this election uncertainty?
The first presidential debate is now in the books, with two more (maybe) ahead and a vice presidential debate on October 7. The debate was raucus, occasionally uncouth, and more than a little surreal for viewers at home. But did anything happen that could potentially move markets? Probably not.
