The Stock Market, Economy, and New Year: Three Reasons To Be Thankful
There are only six weeks to go in 2021 and it has been an incredible year for the stock market bulls. In fact, in many ways it could go down as one of the best years ever.
A Peek at Peak Inflation
After an upside inflation surprise in October, it’s clear that peak inflation may still be ahead. Here, we look at five signs to watch for over the next several months that may signal that inflation may be near or at its peak.
Transitory, or Non-Transitory, That is the Question
When does transitory inflation become non-transitory? That is the question that Federal Reserve Chair Jerome Powell is likely to be under increasing pressure to answer after the most recent inflation data surged past economists’ expectations.
Developed International: If Not Now, When?
We continue to prefer U.S. equities over developed international counterparts despite improving macroeconomic conditions in Europe and more attractive valuations outside the U.S.
5 Observations About Economic Growth Expectations
Consensus estimates change over time. Seeing how they have been changing can also offer some depth on what’s going on behind the scenes. Today we take a look at five things we can learn from changing U.S. growth expectations.
5 Things That Might Spook Markets
With Halloween over the weekend, what better to write about this week than what scares us? If our positive near-term market outlook proves to be overly optimistic, we believe one—or perhaps more than one—of these five things will likely be the culprit.
Bullish Setup Into Year-End
Seasonal tailwinds, improving market internals, and clear signs of a peak in the Delta variant all provide potential fuel for equities heading into year-end
It’s a Job-Seeker’s Market
More and more people are saying, “I quit!” as competition for qualified workers heats up. The tightening labor market is putting upward pressure on wages, as employers try to hang onto current employees or bring in new staff.
Answering the Top Debt Ceiling Questions
Last week, Congress was able to push back a fast-approaching deadline for raising the debt ceiling to December. This week, we answer common questions about this statutory, congressional limit.
Pullbacks Happen and are Normal
The calendar turned to October and volatility picked up in a big way, with three consecutive 1% moves for the S&P 500 Index to start the month. October gets a bad rap for being a bearish month (it isn’t), but it absolutely owns the title as the most volatile month.