The Latest
Market Insights
Access our monthly Market Review commentary which provides a simple, easy-to-understand assessment of the economy and financial markets.
Looking at Rotations with an Economic Lens
As of late, the stock market has experienced a meaningful style rotation. Throughout much of the previous five months, the returns on the value style have accelerated while the returns on the growth style have stalled out.
Unpacking Inflation
The US stands at a critical juncture concerning the future use of the deficit. It can support popular social programs that add less direct productivity to the economy or invest in projects that can create immediate jobs.
SPAC Impact on Investing
Special Purpose Acquisition Companies (SPACs) have become a popular topic for discussion in the mainstream conversation of finance in recent months. The primary purpose of a SPAC is to make a public offering of a private company.
Expansionary Links
People need currency to conduct financial transactions in the economy. The demand function for currency says that lesser quantities of currency are demanded when interest rates are high, and larger quantities are in demand when rates are low.
A Short Seller Squeeze
An unusual amount of stock speculation has taken place in a handful of distressed stocks as of late. One such stock is GameStop, a video game retailer, which has become a subject of popular conversation and a source of hedge fund pain.
2020 in Hindsight
A historic year has finally come to an end and this new year will help usher in a wave of optimism. 2020 was undoubtedly a challenging year for all, but societies around the world were able to display resilience and prove that human ingenuity is capable of solving complex problems.