What should investors do given the market turbulence created by coronavirus fears? Yesterday, I appeared on Fox Business Network's The Claman Countdown to discuss this and more.
What should investors do given the market turbulence created by coronavirus fears? Yesterday, I appeared on Fox Business Network's The Claman Countdown to discuss this and more.
March 18, 2020
Yesterday, we talked about the big picture around the coronavirus crisis: the pandemic itself, the likely economic effects, and, last but certainly not least, the market reactions. Next, I want to start a more detailed discussion of each component. We will deal with the pandemic today, the economy tomorrow, and the markets on Friday. Although the big picture provides valuable context, there is also quite a bit to be gained by diving deeper into each component.
With everything that is happening in the world, now is a good time to step back and think about where we are and where we might be going. There is a tremendous amount of information available. But what’s missing is a framework for that information that would help clarify the big picture.
What do I make of the Fed’s surprise rate cut over the weekend? I discussed this and more today on Yahoo Finance’s On The Move.
March 16, 2020
On Friday, I appeared on CNBC’s Power Lunch to discuss the coronavirus, fear, and the market. Listen in to hear more.
March 13, 2020
My colleague Sam Millette, senior investment research analyst on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Market Risk Update. Thanks for the assist, Sam!
Yesterday, I appeared on Yahoo Finance’s The Final Round to discuss recent market declines, including what to expect going forward. Listen in to hear more.
March 12, 2020
My son has a stuffed bear he got when he was quite small (from Commonwealth, as it happens). We used to play a game where the bear would sneak up on him. “Where bear? There bear!” Well, the bear is now here. We have finally seen the end of the bull market, with the Dow dropping 20 percent from its highs and the S&P 500 following today. We are officially in a bear market, with all that implies. Stock markets around the world are down again today on the news.
March 11, 2020
My colleague Sam Millette, senior investment research analyst on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Economic Risk Factor Update. Thanks for the assist, Sam!
March 10, 2020
In early March, we saw markets drop worldwide. In fact, the 7.5 percent decline on March 9—which, coincidentally, happens to be the 11th anniversary of the bull market—was the largest since 2008. With a total decline of almost 19 percent, in less than a month, this certainly looks like a crash—doesn’t it?
