RockCreek News

Stop, Start, and ?

Are we still in recession or in recovery? And whichever it is – will it last? As Covid-19 cases surge to new highs in the US, health officials and economists step up their warnings. Even previously reluctant Governors, including in

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Tug-of-War

The past week has made it clear: coronavirus is surging again in the US. Equities lost some ground last week, but markets have mostly held their nerve so far. Even before the feared “second wave” that many expect in the

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Pausing for Breath, or a Turn?

When markets collapsed mid-week, it made sense to many. Economists and investors, including those at RockCreek, have puzzled since April over a disconnect between the real world and equity markets. Lower interest rates for longer are now baked in, helping

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Research