Two things we said we needed – fiscal stimulus from the US government and corporate bond purchases by the Federal Reserve (Fed) – have now happened. Does that mean it ‘s time to start buying corporate bonds and, if so, how far down the quality spectrum?
In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
The U.S. Senate passed a $2.2 trillion stimulus bill, these measures can’t prevent a recession but should sustain the economy in suspended animation says Kelly
Sentiment, and valuations, are likely to keep markets relatively contained until there is clarity about the extent and length of the outbreak, says Tyler Voigt.
Daily comprehensive market and economic trends through clear and compelling charts.
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
The coronavirus outbreak has led to a massive global demand shock. A plunge in economic activity, probably larger than a typical recession, has likely begun.
Start the week off right with this one-page snapshot of headlines and market performance.
COVID-19 update: infection rates, medical research and equity markets