David Baker, Director, Investment Strategy and Research, discusses the impact of coronavirus on the economy and the markets.
Because of the potential impact on both consumer spending and the global supply chain, and by extension corporate profits, we view COVID-19 as a serious threat to US and globa
After more than a decade of US economic growth, a record-long bull market in stocks, and record-low market volatility, last week we hit records in the other direction: sky-hig
Headlines discussed at LNWM’s Monday morning briefing: — Global stock markets started to rebound after a historically bad week, on likely March stimulus from the F
Globally, markets are reacting to varying degrees to coronavirus (COVID-19), but no equity market has been left unscathed. While there is little doubt that coronavirus is havi
This month, data from the Bureau of Labor Statistics (BLS) gave the Seattle-area this great new distinction: highest tech wages in the United States — and probably the w
Headlines discussed at LNWM’s Monday morning briefing: — Stocks sank and safe-heaven assets rallied (gold, US Treasury bonds) on fears that spread of coronavirus w
More so than the US-China trade war, coronavirus has brought to the fore China’s big role in global trade and the operations of certain US multinationals. Between 2003 (
Headlines discussed at LNWM’s Monday morning briefing: — The US economy added a stronger than expected 225,000 in January, as warmer winter weather helped with hir
