Why Stagflation Isn’t In the Cards
The term stagflation has been circulating increasingly in the financial media. This week we share a current outlook on stagflation, the misery index, and inflation.
Corporate America Does It Again
Companies blew by estimates and made strategists and analysts look silly.
COVID Update: Delta Variant Market Impact
This week we share some insight into how the Delta variant may impact markets throughout August 2021.
Five Things To Know Heading Into August
We share some insight into what may be on the horizon for markets, policy, and the economy as we head into August 2021.
Six Surprises So Far in 2021
2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been some surprises. Below we take a look at some things that have happened so far in 2021 that have surprised us.
Three Things That Worry Us
We explore three things that worry us—and could make the market more susceptible to a pullback as we enter the second half of 2021.
Inflation And What the Fed Is Saying
Inflation seems to be on the rise, but we believe there are good reasons to think it will be transitory.
Policy Shifts May Challenge Markets
Policy tailwinds may turn into headwinds in 2022, but economic fundamentals are likely to dominate.
Economy Picking Up Speed
We explain why inflation is making headlines and why investors should not be overly concerned.
Amazing Earnings Season
We raise our year-end S&P 500 Index fair value target range again in the wake of a stunning Q1 2021 earnings season.