Coronavirus Update (April 20, 2020)
One of the most trusted Wall Street axioms is “don’t fight the Fed”, as it is backed by a convincing historical track record. It [...]
Coronavirus Update (April 13, 2020)
We were rewarded last week with long-awaited evidence of hope in both the fight against the coronavirus as well as for the prospects for [...]
Coronavirus Update (April 6, 2020)
We remain focused on the path for the virus, and a trend seems to be emerging – the fatality curve for the early-affected countries [...]
US Economic Update March 2020
The US lost 701,000 jobs in March after 108 months of consecutive gains, a record more than double the previous high of 48 months [...]
Coronavirus Update (March 30, 2020)
The fate of the markets is largely determined by the path of the virus. Unfortunately, there is still a lack of clarity, with forecasts [...]