RECENT PROGRAMS
THIRD GENERATION INVESTOR CHRIS DAVIS SHARE 50+ YEARS OF PERSPECTIVE ON MANAGING THROUGH A CRISIS
Life can change in a New York minute, and it has. The world is going through a terrible experience right now. As President Trump has said we are at war with an invisible enemy. I would add it’s an enemy that can strike anyone, anywhere which makes it so unsettling.
The coronavirus is upending lives and societies. The steps we are taking to combat it are harsh, isolating, and damaging psychologically, emotionally, and financially. Everyone is affected. Many Americans are losing their paychecks and jobs for an indeterminate amount of time. Some are in danger of losing their businesses.
THIS IS BIGGER THAN THE FINANCIAL CRISIS & IT’S WISE TO RAISE CASH SAYS T- BOND GURU ROBERT KESSLER
In an exclusive interview, U.S. Treasury bond manager Robert Kessler warns this recession will be bigger than the financial crisis and the damage to stock markets will get worse before it gets better. His advice: raise cash sooner rather than later.
SIMULTANEOUS SHOCKS ARE TIPPING THE U.S. AND GLOBAL ECONOMY INTO RECESSION
NEW THIS WEEK…
Economic shutdowns are now spreading across the U.S., as they have in other countries in response to the COVID-19 pandemic. The actions are pushing economies, including the U.S. into recession. Financial thought leader, Don Rismiller, Chief Research Officer at leading macro-research firm Strategas shares his latest analysis of the domestic implications. Download the report “March Sadness Continuing” by Don Rismiller [.pdf]
In a separate report international economist and global strategist, Nick Sargen writes that the world is being hit by an unprecedented combination of supply shocks that have pushed the global economy to a tipping point. Read “Tipping Point for the Global Economy” by Nick Sargen
DON RISMILLER
- Vice-Chairman, Chief Research Officer,
- Strategas
NICHOLAS SARGEN
- Senior Economic Advisor,
- Fort Washington Investment Advisors, Inc.
CHINA CORONAVIRUS AFTERMATH
Before the coronavirus crisis, Matthews Asia’s Robert Horrocks was bullish on China’s investment prospects. He believes China’s stock markets are getting back on track to outperform in the years ahead.
CORONAVIRUS & THE MARKETS
Fears of a coronavirus induced hit to the global economy and corporate earnings drove stock markets into official correction territory today. It takes a 10% decline from the previous high to meet that definition and the Dow, S&P 500 and NASDAQ all exceeded that standard today after relentless selling this week.
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