All Wilmington Wire Posts

Labor Market Hitting a Speed Bump, Still Expecting a Winding Road Ahead

Rhea Thomas |
Wilmington Wire
JariJ

August 11, 2020—Over the past few months, the labor market has started the process of recovery after a sharp downward lurch in the aftermath of pandemic-induced shutdowns. The July employment report showed a third month of job gains but at a slower pace relative to May, and June was the first of a number of speed bumps we expect in the months ahead. We look for the recovery to continue, but not necessarily in a straight line.

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Should Investors Carve China Out of Their Emerging Markets Allocation?

Clement K. Miller, CFA |
Wilmington Wire
AsianDream

August 5, 2020—Chinese stocks, as captured by the MSCI China Index, have risen and comprise almost 40% of the market capitalization of the MSCI Emerging Markets Index. This Wilmington Wire addresses a question that has been posed by some investors: Should investors carve China out of their emerging markets allocation?There are two sets of investors asking this question.

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Stimulus Package is Paramount for Economy

Luke Tilley |
Wilmington Wire
BackyardProduction

July 31, 2020—As we head into the weekend, Congress is facing some self-imposed deadlines and increasing pressure to pass a new fiscal stimulus package to support the still-weak economy. The most often cited technical deadline is today, July 31, the official end date of the $600 per week boost to unemployment insurance (U/I) recipients.

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