All Insights & Commentary

  • Biden's stimulus bill set to become law this week

    Michael Halloran March 9, 2021

    President Biden’s stimulus bill is set to become law this week after the Senate passed the amended bill on Saturday with only marginal changes.

  • Important signs of an improving outlook

    Michael Halloran February 16, 2021

    Stocks made record highs again last week and continue to benefit from better-than-expected corporate profits, lower COVID infection rates, an accelerating vaccine rollout, and the promise of additional fiscal stimulus from the Biden administration.

  • Encouraged by business surveys, vaccines, and corporate profits

    Michael Halloran February 8, 2021

    Improving business surveys, good news on lower infection rates, potential additional vaccine manufacturers, and better-than-expected corporate profitability support our positive outlook for 2021.

  • Volatility presents opportunity as vaccine rollout continues

    Michael Halloran February 1, 2021

    Market volatility increased last week with stocks having their worst week since October and finishing down for the month of January.

  • Housing and manufacturing remain strong, despite virus surge

    Michael Halloran January 25, 2021

    Housing and manufacturing conditions suggest a sustainable economic recovery remains in place, despite the surging virus and the impact it is having on consumer’s ability to spend.

  • Stimulus, vaccines, and pent-up demand bode well for 2021

    Michael Halloran January 20, 2021

    Stocks had their worst week since October last week, with the economic data showing the effects of renewed restrictions as the virus surge continues and as the effects of last spring’s massive CARES Act stimulus wanes.

  • Democratic control of Senate likely means more stimulus

    Michael Halloran January 11, 2021

    Stocks started the new year on an optimistic note with the S&P 500, Dow Jones Industrials, Nasdaq Composite, and the small-cap Russell 2000 all making record highs last week.

  • Stocks send optimistic signal for 2021

    Michael Halloran January 4, 2021

    Stocks finished 2020 on a positive note, looking past the continued spread of the virus and instead focusing on the positive news about vaccine development and distribution and the unprecedented monetary and fiscal stimulus.

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