Stocks just suffered their worst week since the global financial crisis on coronavirus outbreak fears. Last week’s 11.5% drop in the S&P 500 Index brought the index into correction territory. We provide context for the sell‐off and discus
...
Amid increasing concerns about the spread of the coronavirus (COVID-19) and its potential impacts on global economic growth, many major global stock markets entered correction territory on Thursday; a correction is generally defined as a 10% or more
...
The global equity weakness continued yesterday, with consecutive 3% drops for the S&P 500 Index for the first time since August 2015. It might be hard to believe, but exactly one week ago today the S&P 500 was making a new all-time high. What
...
News that the coronavirus—known as COVID-19—has spread to South Korea, Italy, Japan, and Iran, has led to massive selling around the globe, with many European markets closing down more than 4%. U.S. stock markets are selling off hard as w
...
Corporate America impressed us this earnings season. Though S&P 500 Index companies have generated only 1–2% earnings growth compared with the year-ago quarter, we consider this an excellent result given the challenges companies faced in la
...
The recent news that technology giant Apple would miss its fourth quarter 2020 revenue targets has understandably increased investor anxiety surrounding the potential economic impact of the coronavirus (now called COVID-19). Lost in those headlines i
...
We hope everyone had a nice Presidents’ Day yesterday, and by nice we hope you got the day off work!
In honor of George Washington, starting in 1971, the third Monday in February was originally celebrated as a Federal holiday to ho
...
Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019’s fourth quarter productivity may be a step in the right direction. Ideally, we’d like to see the global economy stabilize and capital
...
We continue to receive many questions about stock and economic performance during election years, which we’ve tackled in our recent blogs, “Another Look at Election Years” and ”A Closer Look at Election Years.”
...
A late month selloff in January saw the S&P 500 Index close marginally lower for the month. But stocks have taken off in February, with the S&P 500 up nearly 4% this month, as US economic data remains strong and fears over the worst-case scen
...