Market Navigator provides monthly market news including house views, asset-class positioning, U.S. and global economic snapshot, recurring charts for the economy, equities, fixed income, and charts addressing timely market topics.
The COVID-19 impact on human life, the economy, and markets remains substantial. Many lives have been turned upside down.
After a great 2019 in the capital markets, 2020 was initially welcomed with great optimism as many investor concerns appeared to move into the rearview mirror.
The modest global uptick we envisioned for 2020 is at risk due to the coronavirus outbreak, though China is stepping up its monetary and fiscal support to sustain growth, and the lagged impact of central bank easing should help cushion the blow.