Insights

What if Biden gets most all of what he wants? Is the market ready?

Taxes are one of them. Increases to fund infrastructure could prove disruptive.

Yields are rising for the right reasons.

A recovering U.S. and ‘modestly’ growing China are good for the EM and everyone.

A steady Fed leaves worries about inflation and yields to the market.

Is it too early to talk about midterm elections?

Three things to watch in 2021.

The Federal Reserve’s tussle with the White House was something to behold.

Spiking Covid cases, no extra stimulus and a possible contested election.

A fiscal policy win regardless of outcome has markets looking past Nov. 3.

2021 is setting up nicely for stocks regardless of who wins.

It may not matter all that much to the market.

With polls tightening and debates around the corner, it's getting very interesting.

It starts with the Fed.

I don't share my neighbor's worry. But this week reminds it's never a 1-way market.

Ultra-easy Fed and record stimulus represent a double dose of support for stocks.

His moves to help workers fill a void of Congress' own making.

A wall of worry vs. a wall of liquidity is limiting back-half options.

Unprecedented sums are at the ready to prop up markets.

Fed actions ease strains and boost confidence in liquidity markets.

As bad as it may seem, history suggests better days and opportunities lie ahead.

U.K. also announced a new plan, but both might not go far enough.