Markets Policy Professional

Gain an informational advantage with the enhanced briefing package, featuring additional intelligence and deeper context; and directly leverage the unique expertise of our team, with bespoke insights, viewpoints, and outlooks to allow decision-makers in the public and private sectors to focus on the issues that truly matter.

Markets/Policy PRO Package

– Morning Brief (8 am)
– Afternoon Brief (5 pm)
– Five Minute Macro (midday Monday)
– Looking Ahead (midday Friday)
– Market Viewpoint (Sunday)

PLUS! Real Time Coverage of Exceptional Volatility
PLUS! Access to principals for ad hoc inquiries

*Please inquire for flexible subscription pricing options,

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Briefing Samples

Morning Markets Policy 9-18-2020

Summary and Price Action Rundown Global risk assets are attempting to stage a rebound after two days of generally downside price action which followed a dovish Fed meeting and mixed US economic data. S&P 500 futures indicate a 0.1% higher open after the index lost 0.8% yesterday, paring its year-to-date … Continue reading “Morning Markets Policy 9-18-2020”

Afternoon Markets Brief 9-17-2020

Summary and Price Action Rundown US equities gave up early gains today as the Fed decision provided no new upside impetus and tech underperformance reemerged, while investors monitored fiscal stimulus headlines and soft retail data. The S&P 500 lost 0.5% today, retracing yesterday’s upside and paring its year-to-date gain to … Continue reading “Afternoon Markets Brief 9-17-2020”

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 … Continue reading “Five Minute Macro 9-14-2020”

Looking Ahead 7-17-2020

Looking Ahead – Do You Like Surprises? This year has featured a jarring array of unexpected events, most of them decidedly unpleasant, and market participants are bracing for more to come. To borrow Donald Rumsfeld’s now-famous formulation, “unknown unknowns” are, by definition, impossible to predict, though nobody seems to be … Continue reading “Looking Ahead 7-17-2020”