Blog

We discuss recent market action, the situation in Ukraine, and the rate hiking campaign that the Fed has begun.

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.

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.

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.