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.
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.
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 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
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.
Early Thoughts on 2022
With the fourth quarter underway, 2022 is fast approaching. While a lot can still happen between now and the end of 2021, we don’t think it’s too early to start thinking about what stocks might do next year.
Policy Risks Loom But Clarity Ahead
Policy-related risks exist that may increase market volatility in the near-term, but the fundamental backdrop for the economy remains strong.
Poking The Bear
Stocks are due for a routine pullback. However, we remain steadfastly bullish and this week want to explore five things that some bears believe that do not worry us.