CHGX News and Press, Change Finance U.S. Large Cap Fossil Fuel Free From 01/05/21

Both the US and international economies are once again accelerating, and inflation has returned across many asset classes. This combination - along with a continued accommodative Federal Reserve weakening the US dollar - bodes well for our investments for the foreseeable future. O...

We share three key lessons we learned from 2020 – and how they inform our 2021 outlook. The UK and European Union agreed on a trade deal. The U.S. launched a new $900 billion fiscal package amid climbing Covid hospitalizations and deaths. This week’s U.S. nonfarm pay...

For asset prices, 2020 was a nightmare of a year, turned into a great year. It was perhaps weirdest because the instability came from out of nowhere. It was a truly exogenous shock to the economy in that it was more like a meteor than a boom/bust cycle. However, it wasn't likely t...

Key indicators tracked by the NBER Business Cycle Dating Committee continue to show mixed behavior. Monthly GDP declined in November, joining personal income ex.-transfers in its decline. The Bloomberg consensus for nonfarm payroll employment for December is for an increase of onl...

With the exception of broadly defined commodities and US and foreign property shares, global markets posted solid gains last year. US stocks were the top 2020 performers, with the Russell 3000 Index surging 20.9% last year. US REITs saw the deepest loss for the major asset classes...

The President-elect has mentioned countless themes that will call for additional Treasury bonds to be issued. The cost in interest, alone, will be significant. The yields on America's sovereign debt will not go unnoticed, and the push will be on for the Fed to lower our interest rates...

With the US stock market nearer a probable peak than a bottom, I sense an oncoming peak followed by a meaningful decline. The first sign is the public's wish for a better year than the last, often expressed as a bigger gain in the US stock market. There is no doubt we are experien...

Despite 10 years of a bull market advance, one of the prevailing myths that seemingly will not die is that of "cash on the sidelines." The ongoing belief is that at any moment, investors are suddenly going to empty bank accounts and pour them into the markets. However, the reality is ...

The week ahead is all about COVID, the Georgia Senate runoff races, and possibly a negative nonfarm payroll reading. The main economic data event of the week will be the December nonfarm payroll report. A Brexit deal was concluded on Christmas Eve and is moving rapidly through the...

The US can learn from Venezuela’s mistakes that made a rich country poor while artificially inflating its stock market. Japan is leading the way into uncharted economic waters, poking the bear. The US should not follow too closely. China is nipping at US heels on a path to ...