Monday Musings: June 29, 2020
This week we share our thoughts on rising COVID-19 cases, complicated consumer risk calculations, and the results of the U.S. banks stress testing.
Month: June 2020
Monday Musings: June 22, 2020
This week we share our thoughts on recovery in the oil markets, elevated cash balances for S&P 500 companies, and upcoming stress test results for U.S. banks.
Monday Musings: June 15, 2020
This week we share our thoughts on apprehension in the stock and bond markets, lessening negative rating actions, and surprising action from tech leaders regarding facial recognition.
June 2020 Economic Update
Forging ahead, the U.S. economy is attempting to regain traction with all 50 states reopened in some capacity after shelter-in-place orders were put forth in…
Monday Musings: June 8, 2020
This week we share our thoughts on recent Bureau of Labor Statistics data, the extension of oil supply cuts through July, and potential permanent leverage of investment grade issuers balance sheets.
Monday Musings: June 1, 2020
This week we share our thoughts on the mounting unrest and protests across the nation and a mixed bag of economic data showing some signs of promise.