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Q1 contraction will give way to investing opportunities.

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Demand is set to drop during Covid-19’s second wave.

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An uneven recovery weighs on certain sectors.

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Avery Shenfeld discusses the Fed’s new interest rate policy, which aims to average inflation at 2%. He cautions this could cause investors to switch from bonds to other assets, and that the housing market may soon slow down.

Low yields require investors to adjust their portfolios and expectations.

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A Biden victory comes with sector winners and losers.

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Avery Shenfeld explains how each outcome of the election could impact the market. He also reveals why mail-in votes could spur market volatility.

Investors should expect "a very bumpy road" through 2021.

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Resource demand hurdles are only one element to monitor

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