With Election Day a mere five days away, we thought we would add one last election forecaster to the mix of what we’ve presented over the last several months—as much because of what it might tell us about the American electorate as what it might tell us about the election.

The outbreak of COVID-19 and the subsequent lockdowns triggered the largest quarter-over-quarter decline in the gross domestic product (GDP) since WWII, so perhaps it comes as no surprise that the following quarter tallied the sharpest rebound in that same time period. GDP expanded 33.1% on an annualized basis in the third quarter, ahead of Bloomberg…

Historically it has been unwise to attempt to “play” the stock market ahead of an election in an attempt to position based on perceived implications of a president’s policies, but the municipal bond market may be more susceptible to the results of this election. As stimulus talks in Washington appear stalled but not officially over,…

With the election only eight days away and earnings season in full swing, stocks have bucked the usual October weakness during election years so far in 2020 (Monday’s losses notwithstanding). The good news is this could continue, as one of the best days of the year is right around the corner.

We continue to monitor real-time COVID-19 and economic data to provide insight into how the pandemic is affecting economies around the world. Traditional economic data sometimes can be too slow to pick up the changes that are occurring. Today we focus on Europe.

With Election Day just under a month away and voting already taking place in many states, it is still anyone’s guess who will win on November 3. With all of the noise surrounding the election, we prefer to focus on the signals coming from the market. However, perhaps even the market is having a tough…