Financial markets tend to be relatively quiet the day after Thanksgiving but this year was a notable exception. With the news that a new COVID-19 variant—Omicron—had been discovered and is spreading quickly, prices of risk assets fell and safe-haven assets rallied on Friday.
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.
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.
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.
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.
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.
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.
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
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.
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.
