Potential Catalysts for a Market Turnaround
After a tough start for stocks in 2022, investors are looking for reasons to expect a rebound. Here we cite some reasons we don’t expect this selloff to go a lot further.
Don’t Expect the Fed To End This Bull Anytime Soon
The Fed has engineered a massive hawkish pivot, contributing to an increase in volatility recently. But a look back at history provides some reassurance, as stocks have historically performed well leading up to and after the first rate hike of a cycle.
Why Higher Yields And Rate Hikes Aren’t Always Bad
Two things swirling that some investors think could hurt them down the road: The idea that higher yields and rate hikes are bad. However, it might not be so simple.
Can Corporate America Keep it Rolling?
Corporate America has been on quite a run. Coming into 2021, S&P 500 Index companies were expected to generate less than $170 in earnings per share. As 2022 begins, it looks like that number may end up higher than our latest estimate of $205, one of the biggest earnings upside surprises ever and a big reason why stocks did so well last year.
Three 2021 Market Lessons for 2022
As we head into the New Year, we’re taking a look back at 2021 and drawing out three lessons that we think will matter for 2022.
Charts of the Year
There are so many charts and tables that sum up how special 2021 was. Today, we take a look at some of those shared this past year.
Do You Believe In The Santa Claus Rally?
December is widely known as one of the best months of the year for stocks, but most don’t realize that the majority of the gains happen in the second half of the month.
The Federal Reserve Wants to Hike Rates. Can it?
It looks like interest rate hikes are almost surely coming next year, but how high and how fast the Fed will hike remains a question.
Federal Reserve Meeting Recap: Powell Pivot Confirmed
The Federal Reserve ended its two-day Federal Open Market Committee meeting yesterday and there were some notable shifts to monetary policy, although these shifts were largely expected by markets.
Outlook 2022: Passing the Baton
Fiscal and monetary policy played big roles in the economic recovery in 2021, but we see 2022 playing out as a handoff—from stimulus bridging a pandemic recovery to an economy growing firmly on its own.