Helping you navigate the market's twists and turns.

Post the U.S. presidential election, U.S. equities experienced their strongest month of the year and are on track to deliver the strongest annual performance for the S&P 500 in 25 years, with investor sentiment at the upper end of the historical range. Momentum continues to lead across market caps as investors focus on quality companies with strong margins and profitability.

The global markets corrected again in October, peaking mid-month, and then pulling back, as a steady rise in COVID cases prompted several European countries including Germany, France, and England to institute a new round of social and economic restrictions. U.S. election uncertainty also seems to have weighed on investor sentiment. Third quarter earnings reports mirror the second quarter’s positive trends as earnings exceeding expectations hit high levels. Analysts have been slow to react to either positive consumer trends or corporate management’s ability to cut costs to combat revenue declines.