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
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Summary and Price Action Rundown Global risk assets were mostly higher overnight with some solid economic data supporting sentiment despite ongoing US-China tensions, while last week’s strong earnings from IT giants look set to extend US equity gains despite uncertainty over the latest US pandemic stimulus bill. S&P 500 futures … Continue reading “Morning Markets Brief 8-3-2020”
Summary and Price Action Rundown US equities resumed their tech-led uptrend today ahead of key earnings releases later this week, the dollar’s ongoing downtrend accelerated, and investors continued to monitor signals from negotiations on Capitol Hill over the next pandemic relief bill. The S&P 500 retraced Friday’s downside to edge … Continue reading “Afternoon Markets Brief 7-27-2020”
Pandemic recovery remains front and center but worries about CARES/HEROES 4 moves up to second. Corporate earnings drops to third while a dovish FOMC stance enters at 4 with dollar weakness remaining in the fifth spot.
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”