Thoughts on the Market

Although there is uncertainty over new stimulus, a potential coronavirus second wave and the upcoming election, investors can use market volatility to their advantage.

Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?

With mixed signals coming from the White House and Congress, should investors be concerned about no further stimulus? Why there may still be good news.

With a U.S. fiscal stimulus deal looking more likely, the risk of long-term interest rates moving higher has now increased—a shift that could benefit recovery stocks.

For markets, a vaccine may be the most significant sign the world may return to a more normal future. But what are markets pricing in currently?

COVID-19 vaccines are navigating through the last stage of clinical trials, but hurdles still lie ahead for efficacy, distribution and FDA approval.

How will markets react if final U.S. election results take days or weeks? Head of U.S. Public Policy Research Michael Zezas shares advice for investors.

The recent correction may have been inevitable given rising risks for fiscal stimulus, a potential COVID-19 second wave and the upcoming election. But a resolution to these hurdles may also be possible longer-term.

Despite a needed correction in recent weeks, a suite of significant risks still hangs over U.S. markets. Chief Cross-Asset Strategist Andrew Sheets explains.

As hopes for an additional stimulus package wane in the run-up to the U.S. elections, some of the less likely paths to a deal may provide a way out of the current correction. Michael Zezas, Head of U.S. Public Policy Research, explains.