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Markets/Economy
December 1 2020
Liquidity . Monetary Policy .
Article Fighting the Fed
December 1 2020

The Federal Reserve’s tussle with the White House was something to behold.

November 25 2020
Equity . Markets/Economy .
Article DJ30K
November 25 2020

Manufacturing, consumers help drive Dow, other indexes to new highs.

November 20 2020
Markets/Economy . Equity .
Article Seeing a glass half full
November 20 2020

Plenty of reasons to be optimistic.

November 20 2020
International/Global . Equity .
Video Bullish on international equities
November 20 2020

Martin Schulz sees global recovery lifting stocks in 2021.

November 20 2020
Equity . Markets/Economy .
Article 'With food, we can get a lot more'
November 20 2020

With more fiscal stimulus, the market can too.

November 20 2020
Consumer Spending . Markets/Economy .
Infographic Hope for the holidays November 20 2020

November and December retail sales look bright.

November 13 2020
Equity . Politics .
Article Leavin' on the midnight train
November 13 2020

We're going to be hearing about Georgia ad nauseam in coming weeks.

November 13 2020
Markets/Economy . Politics .
Article Post-election postmortem
November 13 2020

Market’s attention shifts to the Senate.

November 9 2020
Markets/Economy . Fixed Income .
Article Vaccine news boosting markets
November 9 2020

Pfizer’s announcement has had a major effect on global markets.

November 25 2020
Politics . Equity .
Article It's all bullish
November 9 2020

Election outcome 1 of 5 reasons risk assets are on a tear.

November 25 2020
Politics . Markets/Economy .
Article What lies ahead? November 7 2020

Key Federated Hermes investment professionals weigh in on election's implications.

November 19 2020
Responsible Investing . Politics .
Article A win for ESG
November 7 2020

Biden presidency looks to innovation to combat climate change.

November 6 2020
Markets/Economy . Politics .
Article Solid October jobs report
November 6 2020

The labor market continues its positive momentum.

November 6 2020
Politics . Equity .
Article It's temporary!!!
November 6 2020

A razor-thin margin outcome is enough to make the market dance.

November 6 2020
Equity . Markets/Economy .
Video Tilting toward value
November 6 2020

Linda Bakhshian explains her thinking behind why she favors value.

November 5 2020
Markets/Economy . Consumer Spending .
Infographic The 2020 housing boom November 5 2020

Low rates, strong demand and limited supply define a robust housing market.

November 9 2020
Politics . Equity .
Article Divided we stand
November 4 2020

Presidential result could take days but Senate holds Red and divided government assured.

November 9 2020
Politics . Volatility .
Article No decision!
November 4 2020

Lack of presidential outcome leads to market uncertainty.

November 2 2020
Politics . Equity .
Article Election likely to highlight near-term vulnerabilities
November 2 2020

Try to stay focused on long view, which is good in almost any outcome.

October 30 2020
Equity . Markets/Economy .
Video Why value now?
October 30 2020

As the U.S. economy recovers, value might offer the best opportunities.

October 30 2020
Politics . Equity .
Article Crickets
October 30 2020

Might a silent majority favoring Trump pull another election surprise? 

October 30 2020
Markets/Economy . Equity .
Article 'Zarnowitz Rule' lives on
October 30 2020

Despite Q3's blowout GDP figure, the U.S. likely will need a few more quarters to break even.

October 28 2020
Equity . Politics .
Article What's behind the sell-off?
October 28 2020

Spiking Covid cases, no extra stimulus and a possible contested election.

October 27 2020
Politics . Fiscal Policy .
Article No matter the winner, more stimulus is coming
October 27 2020

A fiscal policy win regardless of outcome has markets looking past Nov. 3.

November 4 2020
Equity . Politics .
Article This year's election winner? Next year's equity market
October 26 2020

2021 is setting up nicely for stocks regardless of who wins.

October 24 2020
Politics . Equity .
Article Pumpkin spice popcorn ... m'm, m'm, m'm
October 23 2020

The race could tighten but whatever happens, the market should be fine.

October 23 2020
Politics . Markets/Economy .
Podcast Parties, policies and portfolios part 2


October 23 2020

Linda Duessel, Phil Orlando and RJ Gallo continue their discussion of the 2020 election.

November 9 2020
Markets/Economy . Politics .
Podcast Parties, policies and portfolios


October 23 2020

How will the 2020 election results impact markets and the economy?

October 16 2020
Markets/Economy . Equity .
Article Consumer bounce
October 16 2020

A strong end to Back-to-School sales bodes well for the holiday shopping season.

October 16 2020
Equity . International/Global .
Article Is anyone nonpartisan?
October 16 2020

Dollar weakness could make for opportunities overseas.

October 26 2020
Equity . Markets/Economy .
Article As market claws back, near-term worry list grows
October 13 2020

Pullback could be in offing against promising long-term outlook.

October 13 2020
Equity . Markets/Economy .
Article Inflation's worst enemies? Innovation and adaptability
October 13 2020

The accelerating and global use of new technologies are keeping prices in check.

October 9 2020
Politics . Equity .
Article Now what's priced in??
October 9 2020

A contested election is consensus, with little worry about who ultimately wins.

October 9 2020
Markets/Economy . Equity .
Article Inversion reversion?
October 9 2020

Why are stocks rising in the face of a potential Blue Wave?

November 4 2020
Fixed Income . Politics .
Article Be ready for anything
October 8 2020

A disputed election headlines potential risks heading into year-end.

October 2 2020
Politics . Equity .
Article An October surprise
October 2 2020

It may not matter all that much to the market.

October 2 2020
Markets/Economy . Equity .
Article Looking beyond the headlines
October 2 2020

Jobs report better than headline number, and Trump's illness might prompt fiscal aid.

October 13 2020
Politics . Equity .
Article Our election framework
October 2 2020

A simple guide to a very complicated set of possibilities.

September 25 2020
Politics . Markets/Economy .
Article 'The Republic will live.' So said Tilden
September 25 2020

Virus and election risks weigh on investors.

September 28 2020
Markets/Economy . Politics .
Article Buckle your seatbelt
September 25 2020

A presidential debate primer.

October 2 2020
Responsible Investing . Politics .
Article Energy is on the ballot
September 22 2020

2020 elections have significant ESG implications.

September 18 2020
Markets/Economy . Equity .
Article Retail sales slow
September 18 2020

Quirky back-to-school shopping contributed. 

September 21 2020
Fixed Income . Markets/Economy .
Article On-ramps in high-yield munis
September 18 2020

The sector presents some entry points.

September 21 2020
Monetary Policy . Interest Rates .
Article Looking forward
September 16 2020

The Fed sharpens its new policy framework with strong forward guidance. 

September 14 2020
Politics . Taxes .
Article I'm going to need more than popcorn!
September 15 2020

With polls tightening and debates around the corner, it's getting very interesting.

September 29 2020
Equity . Active Management .
Article The rotation begins as the waiting game continues
September 11 2020

Why we think the rotation out of tech could have legs over the next 6 months.

September 10 2020
Equity . Active Management .
Article 'The markets are in a raging mania'
September 11 2020

Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.

September 4 2020
Equity . Markets/Economy .
Article 'Hyperinflation is coming. I guarantee it'
September 4 2020

I don't share my neighbor's worry. But this week reminds it's never a 1-way market.

September 4 2020
Markets/Economy . Equity .
Article Halfway home
September 4 2020

Led by the household survey, the labor market continues to heal.

September 4 2020
Liquidity . Markets/Economy .
Article Prime reasons for money markets
September 4 2020

They provide short-term funding that oils the economy's gears.

September 11 2020
Equity . Markets/Economy .
Article Now what?
September 1 2020

Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.

August 28 2020
Equity . Markets/Economy .
Article Double dovish
August 28 2020

Ultra-easy Fed and record stimulus represent a double dose of support for stocks.

August 28 2020
Interest Rates . Monetary Policy .
Article Lower for longer?
August 28 2020

No trip to the Grand Tetons this year, but the Fed presented a monumental announcement.

August 26 2020
International/Global . Equity .
Video Opportunities for international dividends
August 26 2020

Jared Hoff, of the Strategic Value Dividend team, on the characteristics he looks for in international market sectors.

August 25 2020
International/Global . Equity .
Article No travel restrictions on your investments
August 26 2020

Dollar weakness adds to appeal of overseas assets.

September 1 2020
Fixed Income . Markets/Economy .
Video Reasons to own corporate bonds
August 21 2020

The Fed and money supply make the asset class attractive.

August 21 2020
Active Management . Equity .
Article You've got to ask yourself one question
August 21 2020

Is it a bubble?

August 21 2020
Markets/Economy . Liquidity .
Article Dueling conventions
August 21 2020

Dems took the first swing; now the GOP gets its chance.

August 26 2020
Equity . Active Management .
Article Looking beyond 'Big Tech'
August 18 2020

Emerging innovators, and not the behemoths, may point way to long-term growth.

August 24 2020
Equity . Markets/Economy .
Article Shangri-la
August 14 2020

An all-in Fed covers a lot of potential worries and issues.

August 24 2020
Markets/Economy . Politics .
Article Immigrants key drivers of U.S. economy
August 13 2020

Create a safe, legal immigration framework for foreign workers.

September 8 2020
Active Management . Equity .
Article Federated Hermes tilts toward value
August 12 2020

Stock-bond model keeps 2% equity overweight but shifts from growth bias.

August 11 2020
Politics . Fiscal Policy .
Article Trump takes action for economic stimulus
August 10 2020

His moves to help workers fill a void of Congress' own making.

August 24 2020
International/Global . Markets/Economy .
Article Demographics: China's biggest Achilles' heel
August 10 2020

Vulnerabilities emerge at a potential turning point in its relations with the world.

August 20 2020
Equity . Markets/Economy .
Article I've never worn my new Pradas
August 7 2020

Some aspects of life and the economy are getting back to normal quicker than others.

August 6 2020
International/Global . Markets/Economy .
Infographic Global tourism is big business August 7 2020

Kick-starting tourism will be key for a recovering global economy.

August 7 2020
Markets/Economy . Coronavirus .
Article It's off to work we go ...
August 7 2020

The nation's job market continues to mend.

September 8 2020
Fixed Income . Markets/Economy .
Article Still 'hmm' on high yield
August 6 2020

Liquidity is abundant but fundamentals remain iffy.

August 6 2020
Coronavirus . Markets/Economy .
Article The old college try
August 6 2020

Back to school won't be business as usual this year.

July 31 2020
Liquidity . Monetary Policy .
Article No shortage of smart
August 1 2020

The Fed keeps making good decisions to support the economy.

July 31 2020
Active Management . Growth .
Article Initial public offerings are back
July 31 2020

And that robust comeback is good for growth investing.

September 8 2020
Equity . Markets/Economy .
Article We see what we want to see
July 31 2020

Our humanness can trip us up when it comes to investing.

August 24 2020
Equity . Markets/Economy .
Article 'Historic' can work both ways
July 30 2020

GDP's collapse for the ages in the second quarter could lead to record rise in the third.

August 24 2020
Monetary Policy . Markets/Economy .
Article Boring can be good
July 29 2020

Uneventful FOMC meeting reaffirms stance of maximum support for the economy.

September 8 2020
Politics . Equity .
Article The strangest election in history
July 24 2020

Election Day may be nearing but the market doesn't seem all that invested.

July 24 2020
Markets/Economy . Equity .
Article Tug of war
July 24 2020

Opposing forces are pulling at the economy, but we expect recovery to win.

August 10 2020
International/Global . Politics .
Article Europe marches two steps forward ... for now
July 23 2020

Was this week's agreement the bloc's big breakthrough? Maybe. Maybe not.

August 7 2020
International/Global . Equity .
Article What's the holdup?
July 21 2020

Of 4 possible trade deals, an updated Nafta is the only one on the books.

July 23 2020
International/Global . Coronavirus .
Article At last, the European Union agrees on a recovery fund
July 21 2020

After a heated summit, the bloc commits to a stimulus package.

July 17 2020
Markets/Economy . Equity .
Article Sustainable economic rebound?
July 17 2020

Good start to earnings season is just one reason we are optimistic despite the rise in Covid cases.

July 17 2020
Equity . Markets/Economy .
Article The strangest earnings season in history
July 17 2020

It's hard to have visibility when nearly 4 in 10 companies don't provide guidance.

July 17 2020
Fixed Income . Coronavirus .
Article Munis still attractive but headwinds emerge
July 13 2020

New spike in Covid-19 cases threatens recovery's path.

July 10 2020
Equity . Coronavirus .
Article The strangest recession in history
July 10 2020

Numbers are still pretty awful; the consumers' moods aren't.

September 8 2020
Equity . Markets/Economy .
Article Fiscal policy matters
July 10 2020

Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.

July 30 2020
Fixed Income . Active Management .
Article For fixed income, it's a tale of two walls
July 10 2020

A wall of worry vs. a wall of liquidity is limiting back-half options.

August 21 2020
Responsible Investing . Coronavirus .
Article Remember the environmental
July 7 2020

Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.

July 21 2020
International/Global . Equity .
Article International equities have room to run
July 6 2020

Despite strong returns off March lows, we see more opportunity ahead.

July 2 2020
Equity . Markets/Economy .
Article More job report fireworks
July 2 2020

The labor market continues to heal in remarkable fashion.

September 1 2020
Equity . Markets/Economy .
Article What's next?
July 2 2020

After spring's big rally, a possible pause in a still-bullish scenario.

July 7 2020
Coronavirus . Equity .
Article Always pursuing 'a more perfect Union'
July 1 2020

2020's challenges and responses reflect Americans' indelible spirit.

June 26 2020
Fixed Income . Coronavirus .
Video Seeking opportunities in a 'crooked U' recovery
June 26 2020

Dramatic dislocations offer selective potential upside in fixed-income credit.

June 26 2020
Consumer Spending . Markets/Economy .
Infographic The consumer returns June 26 2020

As the economy recovers, where spending is picking up.

June 25 2020
Equity . Markets/Economy .
Article The easy part
June 26 2020

It's over. Now investors will have to deal with rising challenges.

June 25 2020
Markets/Economy . Coronavirus .
Article June swoon
June 25 2020

Equity overweight lowered as coming months may be choppy.

July 9 2020
Equity . Markets/Economy .
Article Remaining optimistic but incrementally more cautious
June 24 2020

We trimmed our equity overweight a tad on likely choppiness ahead.

June 19 2020
Markets/Economy . Equity .
Article Does federal debt matter?
June 19 2020

Proponents of Modern Monetary Theory do not think so.

June 19 2020
Equity . Markets/Economy .
Article It's very dangerous to be a bear here
June 19 2020

Unprecedented sums are at the ready to prop up markets.

June 24 2020
Active Management . Equity .
Article What's up with value?
June 17 2020

The outlook, as a recovering economy tends to lift cyclical stocks.

June 12 2020
Equity . Markets/Economy .
Article Healthy correction
June 12 2020

By clearing underbrush, the week's sell-off should make the market stronger.

June 12 2020
Coronavirus . Equity .
Article People are funny
June 12 2020

Just as in life, emotions and biases can distort the way we invest.

June 24 2020
Consumer Spending . Coronavirus .
Podcast In retail, scale matters now more than ever

June 11 2020

As virus accelerates changes, the toughest place to be is in the middle.

June 17 2020
Coronavirus . Equity .
Article Help for those 'struggling to understand' the market
June 9 2020

A review of 5 myths that are tripping up the bears.

June 5 2020
Coronavirus . Equity .
Article Herding is the strongest trading bias
June 5 2020

And right now, fear of missing out is driving the herd.

June 9 2020
Markets/Economy . Coronavirus .
Article Labor market starting to heal
June 5 2020

The job market in May blew out expectations with a gain of more than 2.5 million jobs.

June 6 2020
Coronavirus . Equity .
Article Why Wall Street isn't crazy
June 4 2020

It's looking 3 to 6 months out and sees clearing skies.

June 4 2020
Coronavirus . Fixed Income .
Article Still a tad cautious on high yield
June 4 2020

The dichotomy between market tranquility and abundant uncertainty has us remaining highly selective.

June 1 2020
Coronavirus . Active Management .
Article Turbulent times call for a little ballast
June 2 2020

And investors may find some by including a balanced approach in their portfolios.

June 3 2020
Liquidity . Monetary Policy .
Article Less of zero
June 1 2020

The Fed has been outspoken against negative rates, and a U-shaped recovery could shorten the period they are pinned to zero.

June 4 2020
Active Management . Equity .
Article 'Where is it?'
May 29 2020

The money, that is. Despite massive stimulus, lending and spending have yet to perk up.

May 29 2020
Markets/Economy . Equity .
Article Glass half full
May 29 2020

We are optimistic at this critical juncture for the U.S. economy.

June 9 2020
Coronavirus . International/Global .
Article 5 reasons to think international now
May 28 2020

With the bottom appearing to be in, there's nowhere to go but up.

May 22 2020
Liquidity . Coronavirus .
Video We're expecting a U-shaped recovery
May 22 2020

And that should be good for the liquidity markets.

May 22 2020
Equity . Markets/Economy .
Article Fiscal policy moral hazards
May 22 2020

Any new stimulus must only target economic recovery.

June 2 2020
Equity . Active Management .
Article Major retest of March lows in as bears complain stocks are 'detached from reality'
May 20 2020

Company fundamentals far more important now than macro analysis.

June 2 2020
Coronavirus . Equity .
Article What might the post-Covid commercial real estate market look like?
May 19 2020

Much is to be determined, but e-commerce facilities, RV parks and suburbs are well positioned.

May 18 2020
Markets/Economy . Equity .
Article Covid crushes retail sales
May 15 2020

But there is a sharp dividing line between the winners and losers.

August 25 2020
Coronavirus . Equity .
Article If the consumer won't cooperate, we've got a problem
May 15 2020

The virus and unemployment rate will dictate consumer behavior. Plus human nature.

May 19 2020
Coronavirus . Equity .
Article Bull stumbles to feet as stock picking drives market
May 8 2020

Being in the right stocks starting to matter more than being in stocks.

May 11 2020
Markets/Economy . Equity .
Article Labor market nadir?
May 8 2020

The news is dismal, but stocks appear to be looking past it to a potential rebound in the year's second half.

May 8 2020
Coronavirus . Equity .
Video Opportunities for dividend investors
May 8 2020

Information technology and health care are attractive now.

May 8 2020
Coronavirus . Equity .
Article My pet peeve is people like you ...
May 8 2020

As troubling data pours forth, the pain trade is to the upside.

May 15 2020
Coronavirus . Fixed Income .
Article Summer can't come soon enough
May 6 2020

Data over the next few weeks and months will be ugly, but better times lie ahead.

May 15 2020
Equity . Markets/Economy .
Article A new era for growth stocks
May 5 2020

Companies that continuously innovate should continue to lead.

May 3 2020
Coronavirus . Equity .
Article A breadth of fresh air
May 1 2020

Market internals saw some promising developments but patience is warranted.

May 4 2020
Coronavirus . International/Global .
Article What might a post-Covid world look like?
May 1 2020

More regionalization, digitalization and taxes.

May 1 2020
Coronavirus . Active Management .
Video Looking to protect the dividend
May 1 2020

Income investors shift goals from growth to security.

May 6 2020
Liquidity . Monetary Policy .
Article The Fed fine-tunes its response
May 1 2020

That the Fed has been adjusting its policy action is impressive and important.

April 30 2020
Coronavirus . Markets/Economy .
Article U.S. recession has begun
April 30 2020

GDP fell 4.8% in the first quarter, but expect economic growth by the third.

April 29 2020
Monetary Policy . Liquidity .
Article Fed still putting out fires
April 29 2020

The FOMC statement reiterated it will not hold anything back to aid the economy.

April 24 2020
Coronavirus . Equity .
Article Virtual girl
April 24 2020

As Linda settles in at home, she ponders if we're getting ahead of ourselves.

April 27 2020
Equity . Coronavirus .
Video What's driving your outlook?
April 23 2020

Massive policy response and a crisis-fed acceleration of positive macro trends.

April 27 2020
Equity . Coronavirus .
Video Will the recovery favor value or growth stocks?
April 23 2020

The length of the crisis will decide.

May 6 2020
Responsible Investing . Markets/Economy .
Article Seeking shelter means being active
April 23 2020

As investors navigate this storm, ESG is becoming a leading quality factor.

April 30 2020
Coronavirus . Equity .
Article 'Corona Crisis' update: Enter the stock picker
April 21 2020

With market likely stuck in trading range, finding winners & losers becomes key.

April 21 2020
Coronavirus . Equity .
Article Locking in near-term profits
April 21 2020

Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.

April 27 2020
Coronavirus . Markets/Economy .
Video Hold your ground
April 17 2020

Portfolios should be worth more in 18-24 months.

April 24 2020
Coronavirus . Equity .
Article 'Do you think there will be a retest?'
April 17 2020

A pullback is not unusual after a strong rally.

May 4 2020
Coronavirus . Markets/Economy .
Article This too shall pass
April 17 2020

We see through this technical recession to a sharp recovery in the second half of 2020 and beyond.

April 27 2020
Responsible Investing . Markets/Economy .
Infographic Millennials lead the charge in responsible investing April 16 2020

The coming USD 30 trillion wealth transfer from baby boomers to 75 million millennials is expected to drive the growth of responsible investing.

April 30 2020
Coronavirus . Fixed Income .
Article Bet on American ingenuity and entrepreneurial spirit
April 13 2020

As bad as it may seem, history suggests better days and opportunities lie ahead.

April 24 2020
Coronavirus . Equity .
Article Crude oil crossroads
April 9 2020

New OPEC and Russia reductions should raise prices, but demand must rise to stabilize the market.

April 24 2020
Coronavirus . Equity .
Article 'I'm going back to sleep'
April 9 2020

Unprecedented stimulus is putting some investors' minds at ease.

April 24 2020
Coronavirus . Equity .
Article The bull roars back
April 9 2020

And returns to secular bull uptrend as investors see light at end of tunnel.

April 27 2020
Coronavirus . Fixed Income .
Article It helps that we know the unknowns
April 8 2020

We're in somewhat of a holding pattern as we await clarity ... and opportunity

April 24 2020
Coronavirus . Equity .
Article They're going to find me out
April 3 2020

As she adjusts to working from home, Linda wonders what happens when all the bills come due.

April 24 2020
Coronavirus . Markets/Economy .
Article It will get worse
April 3 2020

The disastrous March jobs report didn't even factor in the terrible last two weeks.

April 9 2020
Coronavirus . Equity .
Article 'Corona Crisis' update: The bull gets the virus
March 30 2020

It's looking like a U-shaped recovery is the most likely outcome.

April 8 2020
Coronavirus . Markets/Economy .
Article Rising to the challenge
March 30 2020

Insights on the innovation and opportunities that arise out of difficult times.

March 30 2020
Coronavirus . Markets/Economy .
Article Now you're just somebody I conference call!
March 30 2020

ESG implications of an increasingly virtual economy.

March 27 2020
Coronavirus . Markets/Economy .
Article Market drives a technical PRISM recalibration
March 27 2020

Federated Hermes strategists remain overweight equities but make adjustments.

April 1 2020
Coronavirus . Volatility .
Podcast Patience and long-term view required

March 27 2020

Navigating volatile markets may take calming breaths, averaging in and time.

April 24 2020
Coronavirus . Equity .
Article The bad, the ugly and the good
March 27 2020

With so much still unknown, it seems too early to call a market bottom.

March 24 2020
Coronavirus . Fixed Income .
Article What's throwing markets out of whack?
March 24 2020

Fear, social distancing and avoidance of anything with a hint of risk.

April 17 2020
Coronavirus . Equity .
Article Stand pat into quarter-end
March 24 2020

Now is not the time to rebalance, Federated Hermes strategists say.

April 1 2020
Coronavirus . International/Global .
Article Taking measure in a fast-moving crisis
March 23 2020

Perspectives on international investing in this volatile environment.

April 24 2020
Coronavirus . Equity .
Article 'Corona Crisis' framework update: Sizing up the mountain, the valley and the Sherpa
March 20 2020

Bottoming process continues.

April 16 2020
Coronavirus . Equity .
Article Three-legged stool
March 20 2020

Monetary, fiscal and social policy must work in concert to manage crisis.

April 20 2020
Coronavirus . Equity .
Article 'Last call ... for a long time'
March 20 2020

Social distancing certainly seems necessary but it comes at a steep near-term price.

March 31 2020
Coronavirus . Liquidity .
Article Fed steps up to support prime money markets
March 20 2020

The loan facility, broader than in 2008-09, includes short-term muni securities.

March 20 2020
Coronavirus . Monetary Policy .
Article ECB, Bank of England ramp up stimulus
March 19 2020

The robust programs are aimed at combating the impact of Covid-19.

April 24 2020
Coronavirus . Liquidity .
Article Fed lends a hand to businesses

March 18 2020

Primary dealers and the short end of the commercial paper market are the latest to get support.

March 17 2020
Coronavirus . Fixed Income .
Article Valuations the key indicator in high yield
March 17 2020

Past episodes of spiking spreads suggest opportunities await on the horizon.

March 17 2020
Coronavirus . Fixed Income .
Article Seeing opportunity amid the chaos
March 17 2020

Virus-related disruptions hitting munis (and other asset classes) eventually will end.

March 19 2020
Volatility . Markets/Economy .
Article Two-front war
March 15 2020

Shock from virus and oil lead us to drop GDP estimates, but recession averted.

March 20 2020
Coronavirus . Equity .
Article Coronavirus framework update: Markets plumbing for a bottom
March 15 2020

News flow improves but bottoming is a process so expect continuing volatility.

March 14 2020
Coronavirus . Equity .
Article What will bring buyers in?
March 13 2020

A peak in virus cases outside of China, more stimulus and a lot of test kits.

March 13 2020
Coronavirus . Equity .
Article Markets in 'show-me' mode
March 12 2020

It's all about the policy response and so far, policymakers are coming up short.

March 10 2020
Fixed Income . Volatility .
Article Oil was in a funk before Russo-Saudi price war
March 9 2020

High yield has been underweight energy for some time on its roller-coaster past.

March 13 2020
Coronavirus . Equity .
Article Our framework for thinking about Covid-19
March 9 2020

There are many unknowns but reasonable assumptions for now suggest short-term pain should give way eventually to long-term gains. But risks are real and need to be monitored.

March 13 2020
Coronavirus . Liquidity .
Article Money market plumbing in sound shape
March 9 2020

The overnight and short-term markets have been performing well during the volatility.

March 12 2020
Coronavirus . Equity .
Article You can't quarantine me!
March 6 2020

A lot of unknowns but in the end, Linda expects consumers will save the day.

March 6 2020
Markets/Economy . Equity .
Article Job market solid ahead of coronavirus impact
March 6 2020

While in all likelihood future payroll reports will see pullback due to the virus, February's figures should not be ignored.

March 6 2020
Equity . Active Management .
Article Virus angst shines light on biotech opportunities
March 2 2020

Efforts to treat and find a cure for Covid-19 likely to spur more innovation.

March 27 2020
Equity . Markets/Economy .
Article Coronavirus double whammy
February 28 2020

Might the virus slow the U.S. economy enough to boost Bernie's chances?

March 6 2020
Equity . Markets/Economy .
Article A long-needed correction finds 2 good excuses
February 28 2020

Coronavirus and possible Sanders victory are washing out the "weak hands."

April 9 2020
Liquidity . Monetary Policy .
Article Is it 'material'?
February 28 2020

The Fed must decide, on its own, if the coronavirus outbreak qualifies as such.

April 9 2020
Equity . Markets/Economy .
Article Sorry for the coughing
February 28 2020

The week started just fine in North Carolina...then I came back late Thursday.

March 5 2020
Interest Rates . Markets/Economy .
Article U.S. yields may be getting close to as low as they'll go
February 27 2020

A move off these record lows will depend on if and when there's any positive virus news.

February 24 2020
Politics . Markets/Economy .
Video How will politics impact the markets?
February 26 2020

Six indicators can be predictive of the election outcome.

February 24 2020
International/Global . Equity .
Article Tough start doesn't necessarily mean a bad year for Japan
February 24 2020

Virus fallout adds to temporary hits the economy already is taking from October's tax hike.

April 16 2020
Equity . Markets/Economy .
Podcast Bullish enough on 2020

February 20 2020

The real upside, Steve Auth says, could come post-election.

February 20 2020
Equity . Markets/Economy .
Article I never get sick...
February 20 2020

As news about the virus vacillates, so does the bond and stock markets' reactions.

February 20 2020
Equity . Markets/Economy .
Video Is the market expensive right now?
February 20 2020

Steve Chiavarone doesn’t think so.

April 9 2020
Markets/Economy . Equity .
Article A four-month shopping spree
February 19 2020

Measured from October to January, holiday retail sales impressed.

February 14 2020
Equity . Markets/Economy .
Article A coronavirus curveball for January barometer
February 14 2020

Looking through the virus' late January impact, we still see strong year for S&P.

February 24 2020
Markets/Economy . International/Global .
Article Virus headlines worse than reality
February 14 2020

The past week's spike belies signs of improvement.

February 21 2020
Equity . Markets/Economy .
Article I always figured the market was smart
February 14 2020

So far, it doesn't seem to be worrying much about the coronavirus.

April 16 2020
Markets/Economy .
Infographic 2020 Market Outlook February 10 2020

What industry money managers are thinking about stocks and the economy as a new year gets underway.

February 10 2020
Markets/Economy . Equity .
Article Robust jobs bounce in January
February 7 2020

Banner batch of reports show strength of the U.S. labor market.

February 7 2020
Equity . Markets/Economy .
Article 'Do not be afraid'
February 7 2020

As long as investors remain nervous, this market should run.

February 14 2020
International/Global . Markets/Economy .
Article Might a V-shaped recovery be in store for China?
February 6 2020

The coronavirus may cause short-term pain but underlying drivers of growth remain intact.

March 10 2020
Markets/Economy . Politics .
Article With health care, change doesn't have to be a 4-letter word
February 5 2020

Some reforms actually could benefit businesses and the economy.

February 14 2020
Liquidity . Monetary Policy .
Article Range-bound
February 3 2020

The Fed tries to corral several key rates to keep overnight markets in line.

February 3 2020
Markets/Economy . Equity .
Article Fourth-quarter GDP a mixed bag
January 31 2020

Housing, trade and holiday spending did their part, but Q1 could be sloppy.

January 31 2020
Politics . Markets/Economy .
Article Can we change the subject? I know what we can talk about!
January 31 2020

Let others focus on the coronavirus; Linda wants to talk about Iowa.

February 6 2020
Equity . Markets/Economy .
Article Remaining bullish as virus scare likely overblown
January 28 2020

The coronavirus should prove more short-lived than debilitating for the market.

January 24 2020
Equity . Markets/Economy .
Article Dining with 'Deplorables'
January 24 2020

It was a pro-Trump crowd in Naples, although the subject of impeachment did come up.

January 23 2020
Equity . Markets/Economy .
Article Stocks scale Wall of Worry to start 2020
January 23 2020

The 'Early January Barometer' suggests they will continue to climb.

January 21 2020
Equity . Markets/Economy .
Article A 'Mind, Body, Spirit' meeting...
January 17 2020

Linda shares how it's different in California. And when it comes to expectations, how it's not.

January 21 2020
Markets/Economy . Equity .
Article Another air pocket
January 15 2020

Boeing's woes may slow GDP growth this quarter but it should rebound soon after.

February 21 2020
Fixed Income . Markets/Economy .
Article Encore! Encore? 2019 a tough act to follow
January 14 2020

It was a really good year for fixed income. 2020 may prove more challenging.

January 21 2020
Equity . Markets/Economy .
Article What could we worry about?
January 10 2020

Inflation isn't an issue yet; neither is the economy. Maybe investors are too bullish?

January 21 2020
Markets/Economy . Equity .
Article Labor market cools in December
January 10 2020

But there's too much noise in the data to make any bold claims.

January 21 2020
Equity . Volatility .
Article Iran just a headline risk ... for now
January 6 2020

Monetary accommodation, benign inflation and easing trade tensions should drive markets.

January 21 2020
Equity . Markets/Economy .
Video Focus on fundamentals
January 3 2020

Senior Portfolio Manager Linda Bakhshian explains why fundamentals are key in picking dividend-paying securities.

January 21 2020
Equity . Volatility .
Article Liquidity trumps the economy, which in turn trumps whatever you think of Trump
January 3 2020

With markets awash with money, stocks should have more room to run in 2020.

January 21 2020
Markets/Economy . Equity .
Article Modest equity encore in 2020
January 3 2020

2019 is a hard act to follow, but we expect 8-10% growth on the S&P 500.

March 2 2020
Markets/Economy . International/Global .
Podcast China and U.S. election threaten positive 2020 outlook

January 3 2020

What should investors expect from the markets this year?

January 21 2020
Liquidity . Markets/Economy .
Article Fed well prepared to corral repo at year-end
December 18 2019

The central bank's full attention is on mitigating potential dislocations, and we think it will be successful.

February 21 2020
Equity . Markets/Economy .
Article All the dominoes fall
December 13 2019

Trade deals, Brexit clarity and a Fed hold cap a bullish week for stocks.

January 21 2020
International/Global . Politics .
Article A big cloud lifts on 'Brexit election' result. Now what?
December 13 2019

Prime Minister Johnson's overwhelming victory allows him to deal with the EU with a much stronger hand.

January 21 2020
Markets/Economy . Equity .
Article Late Thanksgiving skews early holiday sales
December 13 2019

November's mediocre retail sales must be seen in context.

January 21 2020
Equity . Markets/Economy .
Article I should be embarrassed to show up in these old heels
December 13 2019

Everywhere Linda went this week, advisors were in a festive mood (except for Pats fans in Hartford!)

January 21 2020
Equity . Markets/Economy .
Article Might small be beautiful ... again?

December 10 2019

A small-cap stock rebound could be riding in on seasonality and a re-accelerating economy.

January 21 2020
Equity . Markets/Economy .
Article 'Stop killing volcanoes to make lava lamps'
December 6 2019

Linda heard a lot of worries during her Phoenix visit. But the one above? Hmm.

January 21 2020
Equity . Markets/Economy .
Article Employment surges amid November noise
December 6 2019

The labor market juggernaut rolls on.

January 21 2020
Equity . Markets/Economy .
Article The pain trade is higher
December 4 2019

We view pullbacks as opportunities to add.

DISCLOSURES

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