Thoughts on the Market

Original release April 16th, 2021: Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.

Amid pricey valuations and growing evidence of labor and supply chain issues investors may want to adjust focus as we exit the early stages of the recovery.

With U.S. labor market numbers coming in below expectations, Andrew Sheets assesses how jobs data feeds into market and policy maker thinking about the road to recovery.

Amid declining rates of vaccinations in the U.S, virus mutations and a crisis in India, is herd immunity from COVID-19 still achievable? The latest insights from Biotech equity analyst, Matthew Harrison.

The Supreme Court is expected to deliver a decision soon on this key case for the future of the Affordable Care Act and the 20 million Americans who have acquired coverage under it. The outcome could have significant impacts for investor too.

The red-hot U.S. housing market brings to mind some unhappy memories of the 2006 bubble, but there are some key differences this time around.

The reality of reopening is anything but cut and dry. And how the market is pricing, or failing to price, nuances should continue to be a key theme.

Plans to introduce digital currencies are gaining momentum among the world’s central banks. But what level of disruption will it bring to the financial system?

Last night, President Biden laid out his vision to rebuild the existing U.S. infrastructure. Here are three takeaways and sectors to watch as negotiations unfold.

Summer months have historically seen lower, more volatile returns, but strong year-to-date gains and potentially higher inflation could intensify that trend.