Eye on Omicron

and Meghan Shue |
Wilmington Wire
Mutating virus variant and cell mutation variants as a health risk concept and new coronavirus outbreak or covid-19 viral cells mutations and influenza background as a 3D render.

December 1, 2021 – Fears around the newest COVID-19 variant, Omicron, have jolted investors out of a holiday lull, sending risk assets lower, bond prices higher, and whipsawing expectations for future Fed policy. We see the Omicron variant as widening the range of possible economic and market outcomes over the next three to six months.

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Xi Jinping Further Consolidates his Rule: Investment Implications

Clement K. Miller, CFA |
Wilmington Wire
Shanghai at night, China

November 22, 2021—Following the conclusion of the most recent Chinese Communist Party (CCP) Central Committee plenum on November 11, it now seems almost certain that Xi Jinping, currently 68 years old, will remain ruler for the rest of his life. Moreover, it seems that Xi will persist in pursuing his political and socio-economic policies, including the “common prosperity” business interventions he ordered in 2021.

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A High Wire Act in Congress, With All Eyes on the (Debt) Ceiling

Rhea Thomas |
Wilmington Wire
Highline walker balancing on the rope concept of risk taking and challenge

September 23, 2021Debt ceiling negotiations in Congress have returned to the spotlight, as they do every few years. Current estimates suggest the U.S. Treasury will be unable to meet its payment obligations starting between mid-October to early November.Markets are watching closely because failure on the part of Congress to raise or suspend the debt ceiling ahead of that deadline could raise the risk of the U.S. Treasury defaulting on its debt, which would be an unprecedented event.

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