Five Minute Macro 10-19-2020

Political uncertainty and relief bill negotiations remain front and center on investor’s minds. Peak earnings season moves up a spot, while Brexit negotiations enter at the fourth spot. Finally, OPEC struggles to support oil prices enters at the fifth spot.

Five Minute Macro 10-13-2020

In this week’s Five Minute Macro, less political uncertainty remains in first, as Biden continues to hold a large lead in key states and relief bill negotiations hold the second spot. Future Fed asset purchases enters in the third spot, while peak corporate earnings season begins. Finally, the dollar keeps getting weaker.

Five Minute Macro 9-28-2020

In this week’s Five Minute Macro the top spot is still filled by the virus, vaccine and recovery uncertainty, but hopes of a relief bill jumps to the second spot. Heightened political uncertainty remains third, while US-China relations and oil enter in the final two spots.

Five Minute Macro 9-21-2020

Rising infection rates in Europe worry markets, while a dovish Fed pivot leaves unanswered questions. Political uncertainty accelerates in the wake of the passing of RBG, which has lowered prospects of a pandemic relief bill. Finally, Brexit brinksmanship hits the Pound.

Five Minute Macro 9-14-2020

In this week’s Five Minute Macro, the economy and the Pandemic continues to be the driving factor in markets, with a dovish Fed in second. Dollar depreciation moves up to third and Brexit and the Pound enters at fourth. Meanwhile, the next relief bill remains stalled in Congress. Also please meet our talented intern Evan Kloss.

Evan is a recent graduate from the LeBow School of Business at Drexel University, where he earned a M.S. in Economics and minors in mathematics and finance. During his undergrad career, he gained professional experiences in private wealth management, corporate finance and financial markets research. Upon graduating in April, Evan joined the Markets Policy team. Here, he continually contributes to coverage of macroeconomic, financial and policy themes, and shapes them into many of the narratives featured in our daily market briefs and weekly market viewpoints. Evan seeks to expand upon his economics and finance foundation by pursuing a professional career in financial markets research and macroeconomic analysis.

Five Minute Macro 8-31-2020

In this week’s Five Minute Macro the economic recovery and persistence of Covid-19 and the dovish Fed policy pivot remain top of mind for investors. US-China relations cool and the dollar keeps weakening as the pandemic relief bill remains stalled round out the final three spots.

Five Minute Macro 8-17-2020

Covid economic recovery and the relief bill negotiations remain front and center on investor’s minds. The Fed’s dovish pivot moves up to third, while US-China tensions moves down a spot. US political uncertainty moves into the last spot.