Macro Overview Equity markets responded positively to news that the availability of vaccinations was imminently close. Major equity indices reached new highs in November as …
Newsletter
Newsletter: November 2020
Macro Overview With the election over, a lingering uncertainty has been removed as expectations of how fiscal policy and stimulus programs funded by government debt may evolve. Some economists and market analysts project eventual higher taxes along with an expanding fiscal deficit. The …
Newsletter: October 2020
Macro Overview Worries regarding a second wave of infections heading into the fall, election …
Newsletter: September 2020
Macro Overview U.S. equity indices rebounded in August to pre-pandemic levels that were last reached in early March of this year. The dramatic recovery in equity valuations came about very quickly and unexpected by numerous …
Newsletter: August 2020
Macro Overview A second wave of mandatory business closures that transpired throughout the country is expected to have more challenging ramifications for many employers than the first wave of shutdowns. The amount of stimulus funds and …