Stimulus – Fed Speak – All-Time Highs – Falling Dollar  After months of back and forth, it looks like there will be a $900 billion coronavirus “stimulus” package signed, possibly Monday. While the language of the bill is being finalized it is expected to include direct payments of $600, and…

The Rotation Continues As we close in on the end of the year, there some notable differences in the current trends. The rally has started to include smaller and non-tech companies. Even value is positive for the year now.  . Fixed Income 11/5/20 FOMC Statement      FOMC Minutes      Credit, Liquidity and…