Timely takes on markets and the economy.
Market Commentary content
With interest rates rising, “zombie companies” may have to refinance debt at higher rates.
Should interest rates continue to climb at a more moderate pace, EM stocks may rebound and rise alongside bond yields, as they have done historically.
China’s growth for 2021 appears strong, but February holds key developments that could impact this outlook, including stock delistings, trade, and COVID-19.
The economic recovery began last spring, but the corporate profits recession is just now coming to an end.
As quickly as it soared to the moon, GameStop came back down to earth; but the lessons learned are key to turning day trading speculators into longer-term investors.
As a review of the year that was, today’s report analyzes and dissects the nature of the K-shaped recovery in both the economy and stock market.
Their decisions in the coming months could have an impact on the markets and investors.