In Weekly News

While higher rates will eat into corporate profits, we explain why they won’t be the make-or-break factor for U.S. equity performance.

As the Fed settles in for the long haul, we look at what’s behind the Fed’s thinking, the fiscal stimulus taking shape, and the impact for investors.

As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.

While it could be a bumpy ride ahead, the greatest deteriorations in economic conditions and equity markets are likely in the rearview mirror.

Even as another much-needed round of fiscal stimulus in the U.S. twists in the wind, growth does appear to have a clearer path forward.

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

We check out the Dow Jones Industrial Average’s fresh look, and explain what this says—or doesn’t say—about the economy as a whole.

The Fed appears to be shying away from further policy action as conditions remain favorable. But it stands ready to move should action be required.

With Q2 earnings better than feared, what does this mean for the 2020–21 earnings outlook? And is the market’s current valuation a sticking point?