The market is not broken, but recent events have revealed some cracks.
Bubble or not, we can certainly expect more volatility.
This isn’t the blue wave; instead, it's something much closer to politics as usual.
To consider what may happen in 2021, it’s useful to reflect on how we ended 2020—both the good and the bad.
Is it time to worry about the markets again? Let’s take a closer look.
There is a lot of hope in today’s markets, which could leave them vulnerable to bad news.
The effects of the election likely will be real and substantial, but also temporary.
The big picture is that the recovery is still on track but that signs of weakness bear watching.
We expect continued slow improvement on both the medical and economic fronts.