Headlines discussed at LNWM’s Monday morning briefing: — China’s purchases of U.S. farm goods at 71% of target under trade deal; U.S. Department of Agricultu
If a Democratic “blue sweep” were to happen in the upcoming November elections, with the White House and Senate both under Democratic control, we could see new tax policy
Headlines discussed at LNWM’s Monday morning briefing: — US retail sales jumped 1.9% in September, more than twice as much as expected; now back to levels seen pre
This quarter’s outlook can be summed in two words: elections and pandemic. While both of these uncertainty boosters are transient states, they will have profound long-term i
A balanced portfolio that is 40% bonds and the rest in stocks has worked well for decades. But as we explain, the times have changed: The total return on bonds going forward i
Headlines discussed at LNWM’s Monday morning meeting: — First-time claims for US unemployment benefits have been over 800,000 a week since mid-March, a trend that
David Baker, Director, Investment Strategy and Research, discusses the increase in market volatility as key economic indicators point to a less robust rebound without further
Our focus is on sourcing long-term opportunities for clients in an environment defined by persistently low interest rates, as well as rethinking fixed-income allocations
Headlines discussed at LNWM’s Monday morning briefing: — Markets are weighing the impact of President Trump having COVID-19 as he continues to recover and new econ