Guest Post by Ned Davis Research U.S. Sees Biggest Jump Not surprisingly, the biggest upward revision is to the U.S., now at 26% of GDP, up almost 10 percentage points since the end of 2020. Most other countries have…
Browsing Category
Market News
Guest Post by Ned Davis Research Global resiliency Global economic growth grew at a robust pace in February, according to the latest Purchasing Manager’s Index (PMIs). Despite many economies still implementing COVID-related restrictions and the vast majority still in…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group There seems to be an elephant in the room. With so much stimulus, and more being discussed by congress and President Biden, it is no wonder there are…
Guest Post by Ned Davis Research At first glance, the relationship between equities and the economy appears to be highly divergent at this time. The MSCI ACWI is hovering around all-time highs, while a large second wave of COVID-19…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group While 2021 will not quite feel the same as 2020, there are similar themes right now. We are still dealing with COVID-19, much of the country is operating…
Guest Post by Ned Davis Research Recently, U.S. Congress passed a long-awaited $900 billion COVID relief bill, which includes much-needed extended unemployment compensation, checks to households, and support for small businesses. This is in addition to over $2.5 trillion…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group 2020 has been a year of historic proportion. I do not believe that anybody who lived through 2020 will soon forget the impact that it has had on…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group There is no doubt an attention shortage on the current Presidential election. The details of which candidate will win has increasingly been sidelined by the one pressure that…
Guest Post by Ned Davis Research Global manufacturing continued to show strong signs of recovery in September following the COVID-induced lockdowns earlier in the year, giving us further signs that the global recession is over. The global manufacturing PMI…
In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation. THE QUARTER IN BRIEF The summer brought an economic rebound and a continuation…