Pre-weekend Update October 23rd 2020

 October 23, 2020 |Thomas Donnelly

This week, we discuss the state of the global pandemic and share some anecdotal evidence from businesses that suggests that sentiment remains weak but is improving.

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Pre-weekend Update October 16th 2020

 October 16, 2020 |Thomas Donnelly

This week, I discuss the third quarter earnings season that is now upon us. While earnings are largely expected to decline year over year, the trend itself is improving.

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Pre-weekend Update October 9th 2020

 October 09, 2020 |Thomas Donnelly

This week, I discuss how markets hate uncertainty and why I see the potential for the elevated level of uncertainty that we’ve experienced this year to subside in the months ahead.

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Pre-weekend Update October 2nd 2020

 October 02, 2020 |Thomas Donnelly

This week, I share some thoughts on the news that President Trump has tested positive for the coronavirus, our commentary on the U.S. elections and the potential outcomes we see, and the implications for the markets.

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Global Insight Monthly

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