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Missed Rent | May 18 – 22, 2020

As the COVID-19 pandemic has suddenly driven unemployment and hobbled or closed many businesses, people have less cash to meet rental and mortgage obligations. Missed lease and mortgage payments across residential and commercial properties could have far-reaching...

Inflation, Please | May 11 – 17, 2020

If you are wondering about inflation, you are in good company. With unprecedented government stimulus around the globe being deployed with record speed, it is natural to wonder if such loose monetary policy will lead to higher...

The Stock Market vs. the Real Economy | May 4 – 8, 2020

How can the U.S. stock market perform so well when the American economy is doing so badly? Though the S&P 500 declined by 30.43% from January 1, 2020, to the recent low on March 23, it is up 31.25% from March 23 to May 8. Between the crash and subsequent rally,...

High-Frequency U.S. Economic & Virus Tracker | April 27 – May 1, 2020

Tracking the Crisis The Great Financial Crisis gathered like a slowly building storm long before it caught the attention of most of us. Quant models failed in the summer of 2007, LIBOR spiked a few months later, and then the Auction Rate market froze in...

Shape of Recovery | April 20 – 24, 2020

“When will this end?” quickly has become the most common question we field. The “this” in the question covers deaths by COVID-19 and social distancing, negative economic growth, weak investment markets, high unemployment, and tremendous uncertainty. It means, when...

Energy and Economic Vitality | April 13 – 17, 2020

Energy is an expression and a driver of society’s economic health. Prior to COVID-19, the sector was going through massive transformation with the gradual but steady growth of renewables, while also experiencing an intense storm of geopolitical posturing, particularly...

Market Liquidity and the U.S. Federal Reserve | April 6 – 10, 2020

While much of the world’s attention during the COVID-19 pandemic understandably has been focused on the dramatic effects on health, jobs, social interactions, and family finances, the US Federal Reserve (the Fed) has been leading an aggressive effort to keep the...

Coronavirus Impacts Retail | March 30 – April 3, 2020

As confirmed COVID-19 cases surpass the 1.1 million mark globally (source: John Hopkins), the economic impacts of the virus-induced economic shutdown are starting to become evident. Jobless claims in the United States surged by 10 million people over the last two...

Unemployment Benefits | March 23 – 27, 2020

As of March 27, 2020, 217 million Americans across 23 states, 84 counties, 17 cities and one territory formally are being urged by government officials to stay home. (Source: NY Times). The economic effects are reflected in last week’s record-breaking 3.3 million...

An Acceleration of Effects | March 16 – 20, 2020

As of March 20, The World Health Organization (WHO) has confirmed 209,839 cases of people testing positive for COVID-19 across 168 countries and territories, a significant increase from what was reported just one week ago. As the number of cases and deaths increases,...

2020 Capital Markets Forecast

Gender Lens Investing

2019 Capital Markets Forecast

2019 Semiannual Sentiment

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