Stimulus, Continued Strength from Manufacturing, and Breaking Down Recent Equity Gains
Stimulus remains a major talking point this week as the Biden administration settles in on Pennsylvania Ave and unemployment numbers continue to raise concerns. Manufacturing continues to show signs...
BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World
Much will be written about the challenges, difficulties, pain and suffering endured by humanity in 2020. We would like to focus on some of the good that came out of last year’s strife: Our Democracy...
VIDEO: BCM’s 3Q20 Quarterly Market Update Call with the PM
The third quarter certainly felt a bit calmer in relation to the wild market rides experienced in Q1 and Q2, but important developments remained —a new inflation policy from the Fed...
Latest on Unemployment
- Payrolls Slump, Equities Hit New Highs, and a Quick Consult with ‘Dr. Copper’
- Record Highs to Close Out 2020, SMID Caps Make Up Ground, and Commodities Break Above a 9-Year Trendline
- An Expensive 2020: Fiscal Stimulus, Quantitative Easing, and Global Market Price Tags Continue to Climb
A Check in with the Early WFH Winners, Climbing Equity Valuations, and a Surprise from Small Caps
Technology’s been one of the big winners of the work-from-home economy, but the market cap of negative-earning IT firms is approaching staggering heights… And large caps were another winner during...
BCM 4Q20 Market Commentary: Looking Back to Move Forward—Seeking Higher Ground in an Imperfect World
Much will be written about the challenges, difficulties, pain and suffering endured by humanity in 2020. We would like to focus on some of the good that came out of last year’s strife: Our Democracy...
Payrolls Slump, Equities Hit New Highs, and a Quick Consult with ‘Dr. Copper’
Nonfarm payrolls reversed course in December, posting losses for the first time since May. The report did, however, include upward revisions for October and November, and the December losses were...