Market & Economic Perspectives
Has the Second Wave Peaked?
Although the medical news regarding the pandemic has been mixed, the economic reopening remains on track, despite signs of a slowdown.
Market & Economic PerspectivesAnother Look at the Dollar: The Fed and Interest Rates
If the Fed were to raise interest rates, what would that mean for the dollar? Let's explore the possibilities.
Market & Economic PerspectivesThe Dollar Is Not Collapsing
The dollar has declined in recent months, but that's not the story we should be paying attention to.
Market & Economic PerspectivesSigns of Stabilization on the Pandemic Front
With signs of stabilization on the pandemic front, the base case remains continued recovery.
Market & Economic PerspectivesQ2 2020 Earnings: Terrible, But Still Positive
Although it's still early days, earnings season results are coming in better than analysts had expected.
Market & Economic PerspectivesIs the Value Premium Dead?
Commonwealth’s Peter Essele looks at the value premium in light of its recent underperformance and new data discussed by Eugene Fama and Kenneth French.
Market & Economic Perspectives