Our Thinking

Insights: The Markets, Global Economic Developments, and COVID-19

Market Returns Global equity markets made a strong start this week, continuing a broad-based rally on Monday and Tuesday. The primary drivers were the ongoing reopenings across the country as well as positive movement among economic indicators, including global PMIs, housing data, and retail sales Despite the positive data, markets declined following reports of increased | Read More +



An Update on the Markets for Week Ending 5.30.2020

Financial markets continued their upward trajectory this week. The S&P 500 finished the week up 3.6%, the technology-focused Nasdaq rose 1.3%, the small cap Russell 2000 advanced 4.1%, and international stocks, as represented by the MSCI ACWI Ex-USA, rose 4.5%. Investment-grade bonds, as measured by the Barclays Aggregate Index, finished the week up 0.2%. Continued | Read More +



Update On The Markets & COVID-19: US, China Soften The Rhetoric

Market Update Financial markets have started the week on an upbeat note. Through Tuesday’s close, the S&P 500 has risen 1.3%, the Nasdaq has advanced 2.3%, the small cap Russell 2000 has climbed 1.0%, and International stocks, as represented by the MSCI ACWI Ex-USA, have risen by 1.0%. The Barclays U.S. Aggregate Bond Index has | Read More +



End-of-Week Update on the Markets and COVID-19 for 5.1.2020

Market update This week was relatively busy in terms of incremental developments associated with COVID-19.  The financial markets were choppy, but ended the week essentially flat.  The S&P 500 finished the week down 0.21%, while the technology-focused Nasdaq fell 0.34%.  The small cap Russell 2000 rose 2.23% and international stocks, as represented by the MSCI | Read More +