In this week's note, we take a close look at country and regional virus data, and examine the pitfalls of over-extrapolating trends that often reverse.
The spread of the coronavirus and its impact on global economic activity is increasingly troubling investors. Trying to predict the final outcome is a fool’s errand.
Coronavirus (COVID-19) research compilation from Michael Cembalest, Chairman of Market and Investment Strategy.
Katherine Roy discusses what we can learn about participant behavior from the global financial crisis.
Retail investors saw a large sustained bull market post-2008, one many who exited regret implying we may not see the same outflows this time, says Azzarello.
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.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Ultimately, how high the unemployment rate gets is dependent on one key question: will American small business fire its workers, says Manley.
The Paycheck Protection Program of the CARES Act provides relief primarily to businesses and nonprofits with up to 500 employees.