Key Takeaways May data expected to be dismal once again, especially for jobs Bond yields, small-caps among the possible indicators to watch for signs of revival Earnings include more retail, including big-box and department stores When the calendar flips to May, it can get people thinking about the Kentucky Derby, basketball playoffs, and the Indy […]

Continue Reading

Key Takeaways June could be a test for market as states reopen following big rally in stocks Normal data could take a backseat as focus zeros in on caseloads  Focus seen turning to Washington amid debate over stimulus, Fed stress tests The stock rally accelerated in April and May amid reopening optimism even as the […]

Continue Reading

Key Takeaways Early July could be choppy as market remains headline-sensitive to virus news Earnings season starts mid-month, with attention focused on company guidance Battle between “stay at home” vs. “reopening optimism” trade could continue The market’s long recovery gained momentum for most of June before another virus-related stumble. Despite that, major indices remained close […]

Continue Reading

Key Takeaways Office buildings have been getting overhauled in hopes that workers will soon be back Toe-touch elevators, health-screening sensors and touchless doors could be the new normal in office design It’s unclear whether COVID-19 will reverse some of the “open office” trends of recent years “Welcome back to the office! Please go wash your […]

Continue Reading

Key Takeaways Alphabet shares have been climbing despite last quarter’s tepid earnings report YouTube ad revenues are something to watch as business reopenings may or may not reflect renewed ad spend Cloud services are growing as home-based work and school drive demand When Alphabet (GOOGL) opened its Q1 earnings book last April, the numbers weren’t […]

Continue Reading