Daily Archives: Oct 14, 2020 at 06:52 pm EDT

The ETF Portfolio Strategist: 14 Oct 2020

Calm Before The Storm? The markets continue to churn but most of the major asset classes continue to go nowhere fast. Surprising? Not really. With the US election less than a month away the markets seem to be holding their collective breath and ponder what may lie in wait on the other side. That starts with the obvious: Who will be president? A worthy question, but that’s just the opening bid.

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Macro Briefing: 14 October 2020

Eli Lilly’s Covid-19 antibody trial on hold due to safety concerns: SN
Supreme Court rules census counting can end before Oct. 31: CNBC
IMF cuts outlook for global growth in 2021: CNN
JPMorgan, Citigroup: US economic rebound continues to face risks: WSJ
Debate over the relevance of the equity size factor is heating up: II
China’s stock market value rises to record high of $10 trillion: FT
US’s weakest local economies face dire outlook in pandemic: Reuters
Eurozone industrial output continued to rise in Aug but at much slower pace: MW
US small business optimism continued to rebound in Sep: NFIB
US core consumer inflation’s 1-year change holds at moderate 1.7% for Sep: LD