Market outlook
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Financial markets and the U.S. election
The U.S. election may be months away, but from a policy perspective—particularly in the economics space—COVID-19 might have already shaped the next presidency.
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U.S. jobs report stuns—hello V-shaped recovery?
A robust jobs recovery in May caught investors by surprise. Can investors take this as a sign that the worst is over?
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Cash on the sidelines? Where to invest
Many investors reduced their stock exposure and held on to cash in response to the recent sell-off. Now that calm’s been restored, is it time to return to the markets?
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Market outlook: navigating the next chapter of COVID-19
Lockdown restrictions may be beginning to ease, but uncertainty remains high. How should investors navigate markets as we enter the next phase of the crisis?
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The dimensions of U.S. stimulus
Trillions of dollars' worth of direct government aid and market interventions have been aimed at mitigating pandemic-related economic disruption. We provide a rundown of the major stimulus provisions, along with commentary from our network.
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Crude awakening: what oil's collapse may mean for your portfolio
Investors have reacted with some alarm to the steep drop in oil prices this year, with futures contract prices briefly falling below zero before rebounding to low double digits. We look at the drivers of activity and oil’s connection to equity and fixed-income allocations.
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From coronavirus to credit market stress
The Fed acted quickly to alleviate signs of stress in the fixed-income market in the wake of the coronavirus outbreak. Has it done enough?
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The Fed's historic stimulus
Having slashed interest rates to near zero and played down the likelihood of negative rates, has the Fed run out of tools to prop up growth? Our experts think not. Read the latest analysis from Frances Donald.
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The Fed's emergency rate cut—what it can and cannot fix
What's the point of the Fed's emergency rate cut? It won't put an end to supply chain disruption or halt the coronavirus health crisis. But it may put the economy on a stronger long-term trajectory.
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Investment implications of the coronavirus correction
At the time of this writing, fears of the coronavirus are rampant in the markets. We explore market risks and relevant portfolio positioning as the world confronts a potential pandemic.
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