Market & Economic News

GLOBAL INVESTMENT STRATEGY -
July 6, 2020: Technical Strategy Briefing
INVESTMENT STRATEGY -
July 6, 2020: Secondary Investing + International Equity Spotlight
CHART OF THE WEEK
- June 30, 2020: States Have Experienced Significant Job Losses
INVESTMENT STRATEGY
- June 29, 2020: Rising Targets & Falling Earnings + Emerging Market Debt
GLOBAL INVESTMENT STRATEGY -
June 29, 2020: Technical Strategy Briefing
GLOBAL INVESTMENT STRATEGY
- June 24, 2020: Four Steps of Successful Investing
INSTITUTE ALERT
- June 23, 2020: Markets Continue Healing Process
CHART OF THE WEEK
- June 23, 2020: The Cautious Consumer
INVESTMENT STRATEGY
- June 22, 2020: What kind of Economic Recovery Lies Ahead + Historic Liquidity
GLOBAL INVESTMENT STRATEGY
- June 22, 2020: Technical Strategy Briefing
2020 MIDYEAR OUTLOOK
- June 15, 2020: Recession, Recovery, and Resilience
2020 MIDYEAR EQUITY OUTLOOK -
June 15, 2020: Opportunities on the Other Side
GLOBAL INVESTMENT STRATEGY
- June 15, 2020: Technical Strategy Briefing
ADVICE & RESEARCH - June 10, 2020: Misconceptions & Myths Regarding Investing
CHART OF THE WEEK -
June 10, 2020: Trump-Biden Race - Keep an Eye on Household Income
ELECTIONS 2020
- June 9, 2020: Weighing the Impacts of a Potential Watershed Election
INVESTMENT STRATEGY -
June 8, 2020: Consequences of Policy Support + Value Stocks
INSTITUTE ALERT -
June 8, 2020: Good May Job Gains, But a Long Road to Recovery
GLOBAL INVESTMENT STRATEGY -
June 8, 2020: Technical Strategy Briefing
COMMENTARY
- June 3, 2020: Did You Think Trade Tensions Were on the Backburner?
CHART OF THE WEEK
- June 2, 2020: China's Treasury Holdings - Potential Cold War Weapon?
GLOBAL PERSPECTIVES -
June 2, 2020: Twilight of "Globalization"? 
INVESTMENT STRATEGY
- June 1, 2020: Looking Past Earnings + Fed Balance Sheet
GLOBAL INVESTMENT STRATEGY
- June 1, 2020: Technical Strategy Briefing
INSTITUTE ALERT
- June 1, 2020: Q&A on Debt, Deficits, and Balance Sheets
CHART OF THE WEEK -
May 27, 2020: Treasury Borrowing Begins - and the Yield Curve Reacts
POLICY, POLITICS, & PORTFOLIOS -
May 26, 2020: Coronavirus and the U.S. Elections
INVESTMENT STRATEGY -
May 26, 2020: Looking Past Earnings + Fed Balance Sheet
GLOBAL INVESTMENT STRATEGY -
May 26, 2020: Technical Strategy Briefing
INSTITUTE ALERT
- May 21, 2020: Q&A - Where Markets May Go From Here
CHART OF THE WEEK
- May 19, 2020: Fragile Markets - How Real Was the Rebound?
GLOBAL INVESTMENT STRATEGY
- May 18, 2020: Technical Strategy Briefing
INVESTMENT STRATEGY -
May 18, 2020: Federal Debt + Cash is King
STATE OF THE MARKETS -
May 12, 2020: Bear Necessities
CHART OF THE WEEK
- May 12, 2020: In Stormy Seas, Keep Eyes Fixed on the Horizon
GLOBAL INVESTMENT STRATEGY
- May 11, 2020: Technical Strategy Briefing
INVESTMENT STRATEGY
- May 11, 2020: Real Assets Spotlight + Equities Playbook
GLOBAL PERSPECTIVES
- May 5, 2020: Can the Dollar's International Currency Role Endure?
INSTITUTE ALERT
- May 5, 2020: Lowering Our U.S. and Global Growth Targets for 2020
CHART OF THE WEEK
- May 5, 2020: How Recessions Have Influenced U.S. Elections
GLOBAL INVESTMENT STRATEGY
- May 4, 2020: Technical Strategy Briefing
INVESTMENT STRATEGY REPORT
- May 4, 2020: Infrastructure Funds, Eurozone Policy, & More
INSTITUTE ALERT
- May 1, 2020: Where's the Beef?
CHART OF THE WEEK -
April 28, 2020: Bear Markets and Bottoming - Patience Required
INSTITUTE ALERT
- April 23, 2020: Oil Goes Negative - What Does It Mean?
INSTITUTE ALERT
- April 22, 2020: Markets Recalibrate for a Slower Recovery
CHART OF THE WEEK
- April 21, 2020: China Roars Back from Coronavirus Sell-off
INSTITUTE ALERT
- April 17, 2020: First-Quarter Earnings - Staring into the Abyss
INSTITUTE ALERT
- April 16, 2020: Ratings Cliffs, Fallen Angels, and the Fed's Safety Net
COMMENTARY - April 15, 2020: Sustainable Investing - Investing with a Purpose
INSTITUTE ALERT 
- April 14, 2020: A Nation in Depression?
INSTITUTE ALERT 
- April 14, 2020: Oil Cuts to the Rescue
CHART OF THE WEEK - April 14, 2020: Stock Market Returns Through a Recession Lifecycle
INSTITUTE ALERT - April 13, 2020: Fed Lending on Steroids
INSTITUTE ALERT
- April 8, 2020: Buybacks and Dividends under the Microscope
COMMENTARY
- April 7, 2020: Early Indications of Alternative Investment Performance
CHART OF THE WEEK
- April 7, 2020: The Perspective Of Time
INSTITUTE ALERT
- April 7, 2020: What the Fed's Balance-Sheet "Bazooka" Means for Bonds
STATE OF THE MARKETS
- April 6, 2020: Bears Come Back Out In Spring
INSTITUTE ALERT
- April 6, 2020: How the U.S. Government Could Pay for the Stimulus
MARKET CHART
- April 3, 2020: S&P 500 Index with March 2020 Market Events
MARKET CHARTS
- April 1, 2020: Turning Data Into Knowledge Second Quarter 2020
INSTITUTE ALERT
- April 1, 2020: Positioning Equity Sectors for Recession
WEALTH PLANNING UPDATE
- March 31, 2020: Take Control: Planning in Unprecedented Times
CHART OF THE WEEK
- March, 31 2020: The Bear Can Be Worse than the Ensuing Recession
INSTITUTE ALERT
- March 31, 2020: Muni Markets - Optimism on Relief from Policymakers
INSTITUTE ALERT
- March 25, 2020: The Yield Curve Takes a Bow
INSTITUTE ALERT
- March 24, 2020: The Dollar's Coronavirus Spike - Causes and Consequences
CHART OF THE WEEK
- March 23, 2020: The Bright Side of Extreme Investor Pessimism
STATE OF THE MARKETS
- March 23, 2020: 4 Reasons for Optimism
GLOBAL INVESTMENT STRATEGY -
March 23, 2020: Technical Strategy Briefing
SPECIAL COMMENTARY
- March, 2020: The Perils of Trying to Time Volatile Markets
INSTITUTE UPDATE 
- March 19, 2020: Economic and Market Strategy
INSTITUTE ALERT
- March 19, 2020: The Difference that Policy Support Can Make
INSTITUTE ALERT
- March 17, 2020: The Quarter the World Stood Still
GLOBAL INVESTMENT STRATEGY - March 16, 2020: Technical Strategy Briefing
INSTITUTE ALERT
- March 16, 2020: What Markets Are Telling Us Now
POLICY ANNOUNCEMENT -
March 15, 2020: Federal Open Market Committee Meeting Key Takeaways
INSTITUTE ALERT -
March 13, 2020: Historic March Primaries Narrow the Race - Now What?
CHART OF THE WEEK -
March 11, 2020: Emergency Fed Rate Cuts - A Recent History
MARKET COMMENTARY -
March 11, 2020: Some Cushion Going In
ECONOMY -
March 11, 2020: Economic and Market Trends
STATE OF THE MARKETS
- March 9, 2020: Sanitizing Market Reaction
INSTITUTE ALERT
- March 6, 2020: Coronavirus Outlook
INSTITUTE ALERT -
March 4, 2020: An Early Break in a Feverish Market?
CHART OF THE WEEL -
March 2, 2020: Major Declines Haven't Necessarily Led to Recession
INVESTMENT STRATEGY REPORT
- March 2, 2020: Alternatives Spotlight & Asset Class Outlooks
INSTITUTE ALERT -
February 28, 2020: Q&A on Coronavirus and the Market Sell-off
INSTITUTE ALERT -
February 26, 2020: Dealing with Risks Around Global Health and U.S. Elections
POLICY, POLITICS, & PORTFOLIOS -
February 25, 2020: Public Policy & U.S.-EU Trade Update
STATE OF THE MARKETS -
February 19, 2020: Where Do We Go From Here?
INVESTMENT STRATEGY REPORT -
February 18, 2020: Election Spotlight & Asset Class Outlooks
ASSET ALLOCATION STRATEGY REPORT
- February 18, 2020: Positioning Portfolios for Volatile Times
INSTITUTE ALERT -
February 6, 2020: Coronavirus, Impeachment, and Primaries - What Matters
INSTITUTE ALERT
- January 27, 2020: A Chill Wind from China's Coronavirus
INSTITUTE ALERT
- January 15, 2020: Increasing Our Interest-Rate Targets
MARKET CHARTS
- January 14, 2020: The Structural Forces Behind Inflation's Long Decline
GLOBAL PERSPECTIVES
- January 7, 2020: Inflation - the Economy's "Dog that Didn't Bark"
INVESTMENT STRATEGY REPORT
- January 6, 2020: 2019 Pivot Points and New Narratives for 2020
INSTITUTE ALERT
- January 6, 2020: Geopolitical Risk Awakens
MARKET CHARTS
- January 2, 2020: Turning Data Into Knowledge First Quarter 2020
SPECIAL COMMENTARY
- December 16, 2019: Our Favorite Charts of 2019
SPECIAL COMMENTARY-
 December 5, 2019: Conference Title Games - A Snapshot of America
SPECIAL COMMENTARY -
December 5, 2019: The 2020 Election and the Economy: Part II
CHART OF THE WEEK -
December 4, 2019: 2020 Outlook - Resilient Recovery, But Slowing Growth
2020 Outlook -
December 3, 2019: A Call for Resilience
POLICY, POLITICS, & PORTFOLIOS -
November 26, 2019: Ballooning Borrowing - The U.S. Deficit Challenge
INVESTMENT STRATEGY REPORT -
November 25, 2019: Tracking Large IPOs and Market Signals
SPECIAL COMMENTARY
- November 25, 2019: The 2020 Election and the Economy: Part I
SPECIAL REPORTS -
November 21, 2019: Penn State vs. Ohio State
ELECTION 2020: INSIGHTS & IMPACTS -
November 18, 2019: A Year Before Election Day: What Matters Most
SPECIAL REPORTS -
November 15, 2019: Princeton vs. Yale
CHART OF THE WEEK
- November 13, 2019: The Mighty Consumer
SPECIAL REPORTS -
November 6, 2019: LSU vs. Alabama - One vs. Two
CHART OF THE WEEK -
November 6, 2019: How Stocks Have Behaved in Presidential Election Years
REGIONAL REPORTS -
November  1, 2019: Florida-Georgia Face Off for the SEC East Lead 
FIXED INCOME IN-DEPTH -
October 31, 2019: Living in a Negative Interest-Rate World
STATE OF THE MARKETS -
October 29, 2019: U.S. Consumer - Resiliency Required
INVESTMENT STRATEGY REPORT -
October 29, 2019: Ready for the 2020 Election?
POLICY, POLITICS, & PORTFOLIOS - 
October 29, 2019: Impeachment Inquiry and Shifting Political Landscapes
SPECIAL REPORTS -
October 24, 2019: Texas vs. TCU
SPECIAL REPORTS -
October 18, 2019: Georgia Tech vs. Miami
INSTITUTE ALERT -
October 4, 2019: Seatbelt Light Is "On" - More Growth and Challenges Ahead
MARKET CHARTS -
October 3, 2019: Turning Data Into Knowledge Fourth Quarter 2019
REAL ASSETS -
October 3, 2019: A History of Money and Gold
INSTITUTE ALERT -
September 25, 2019: Q&A: Impeachment and the Growing Equity Market Headache
POLICY, POLITICS & PORTFOLIOS -
September 24, 2019: Next-Gen Bonds, Next-Gen Networks
SPECIAL REPORTS -
September 19, 2019: Notre Dame vs. Georgia
INVESTMENT STRATEGY REPORT -
September 16, 2019: Manage Portfolios More Proactively
SPECIAL REPORTS -
August 22, 2019: The Economics of College Football: Season II
REGIONAL REPORTS - 
August 22, 2019: Florida vs Miami: Kickoff Comes Early This year
STATE OF THE MARKETS -
August 15, 2019:The Cold Winds of August -- Signals to Watch
GLOBAL PERSPECTIVES - August 13, 2019: A Shift in the Trade Narrative
REAL ASSETS - August 1, 2019: It's Not Easy Being Green -- The Future of Fossil Fuels
MARKET CHARTS - July 3, 2019: Turning Data Into Knowledge 3rd Quarter 2019
2019 MIDYEAR OUTLOOK - Eyes Forward: Opportunities and Obstacles
LOOKING AHEAD - Week of June 10 - 14: Jenn Timmerman, Angela Shin, Jack Kraft – Advice and Research
LOOKING AHEAD - May 2019: Dan Wanstreet, CFA, Jenn Timmerman, Angela Shin, Jack Kraft – Advice and Research
INSTITUTE ALERT - May 2019: He Said, Xi Said: Can There Be a U.S.-China Trade Deal?
POLICY, POLITICS & PORTFOLIOS - May 2019: Campaigns, China, and Consensus on Infrastructure?
REIMAGINING RETIREMENT REPORT - April 2019: Reimagining Retirement
OPPORTUNITY ZONE INVESTING - March 2019: Opportunity Zones: Assessing the Risk and Reward for Real Estate Investors
MARKET CHARTS - January 3, 2019: Turning Data Into Knowledge First Quarter 2019    
QUARTERLY THEMATIC REPORT: China's Place in the World  
MARKET CHARTS - October 2, 2018: View Market Charts - Turning Data into Knowledge
STATE of the MARKETS - September 2018: Lessons Learned a Decade after the Financial Crisis
GLOBAL MACRO - September 2018: Midterm Elections - What's at Stake for Investors 
SPECIAL REPORT - Fall 2018: Paying America's Bills: What Investors Should Know About How the U.S. Government Manages Its Finances
SPECIAL REPORT - August 2018: Tomorrow's Technology - Dawn of the Intelligence Revolution
GENERAL - July 24, 2018: State of the Markets 
GENERAL - July 2018: Market Charts - Turning Data into Knowledge
GENERAL - June 4, 2018: Technical Strategy Briefing 
GENERAL - April 2018: Investing Late in a Bull Market 
GENERAL - May 23, 2018: State of the Markets