Commentary Tagged with “covid-19”
Friction between pent-up demand and supply limitations is driving short- to medium-term inflation and fixed income returns continue to be challenged by low rates. Global vaccination rollout and whether we can collectively control the delta variant may be the key to continued recovery and growth.
Increasing vaccination rates and pent up demand could signal a summer of brisk growth, but much depends on our success in controlling the coronavirus. As we see the other side of the pandemic and the ensuing economic recovery, the associated long-term costs will eventually come due, but in the short term we seem poised for growth.
The upcoming election may be dominating the headlines, but the ongoing COVID-19 pandemic, and when and how we may be able to control it, continues to influence the markets.
We remain concerned that despite green shoots of an economic recovery the recent market rally leaves little room for error, and we remain wary of potential volatility over the next few months as the gap between economic expectations and current market prices remains wide.
The U.S. economy is facing a deep decline at the same time that markets are experiencing record-setting rallies. Many are wondering how to understand these conflicting signals. We offer our perspective on recent market and economic events.
While global COVID-19 cases have expanded and social distancing efforts continue, governments and central banks have taken aggressive steps to help alleviate the stress placed on corporate earnings and personal livelihoods.
The CARES Act is the largest U.S. economic stimulus package, intending to bring fast relief to the U.S. economy which is struggling under the necessary public health and safety requirements imposed to reduce the spread of COVID-19.
We review major market and economic developments related to the COVID-19 pandemic and shares our investment outlook.
A stabilization of the spread of the virus is the main factor that will determine the outlook for economies, markets and portfolios.