Market & Economic Perspectives
The Dollar Is Not Collapsing
The dollar has declined in recent months, but that's not the story we should be paying attention to.
Market & Economic Perspectives
07.28.20Estimated Reading Time: 5 Minutes
Signs of Stabilization on the Pandemic Front
With signs of stabilization on the pandemic front, the base case remains continued recovery.
Market & Economic Perspectives07.23.20Estimated Reading Time: 7 Minutes
Q2 2020 Earnings: Terrible, But Still Positive
Although it's still early days, earnings season results are coming in better than analysts had expected.
Market & Economic Perspectives07.22.20Estimated Reading Time: 4 Minutes
Is the Value Premium Dead?
Commonwealth’s Peter Essele looks at the value premium in light of its recent underperformance and new data discussed by Eugene Fama and Kenneth French.
Market & Economic Perspectives
07.08.20Estimated Reading Time: 4 Minutes
Why Has the Market Disconnected from the Pandemic?
As case counts go up, the market has also risen. What's going on? Turns out, there's a reason for the disconnect.
Market & Economic Perspectives06.30.20Estimated Reading Time: 4 Minutes
Green Shoots for International Equities?
International equities are often viewed as chronic underperformers, but that narrative may be changing.
Market & Economic Perspectives
06.24.20Estimated Reading Time: 6 Minutes
