Earnings Recap: Still Hanging In There
Earnings growth of 6-7% doesn’t sound very exciting, but given the challenges corporate America has faced, we consider the nearly-complete second quarter earnings season a resounding success.
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Top Ten Housing Districts
Existing home sales in July fell over 20% from a year ago to an annualized rate of 4.81 million. Outside of the onset of the pandemic, the July sales rate was the lowest since late 2015 when the real estate market was recovering from the Great Financial Crisis.
New Bull or Bear Rally?
After the summer rebound in stocks, investors are asking whether this is a bear market rally that will soon fizzle or the start of a new bull market.
English Premier League Soccer Kickoff: Do Stocks Cheer Red Or Blue?
Just for fun: A look at the English Premier League Soccer Kickoff (and Stocks)
The Case for a U.S. Recession Weakens
Odds are still perhaps a coin flip or better that a recession may come in the next year. Here we update changing prospects and what they might mean for stocks.
Midyear Outlook 2022: Navigating Turbulence
We may not be flying into a storm, but there’s been plenty of turbulence this year. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022.
The Second Half: Constructive on Equities, But Not Complacent
While we acknowledge that a V-shaped recovery is probably not in the cards, we remain constructive on equities for the second half, but not complacent.
Relief at the Pump and for Portfolios?
We see some early signs that energy trends could be changing, which would not only have positive implications for consumers’ wallets, but also potentially investors’ investment portfolios.
3 Reasons It Is So Bad It is Good
2022 is shaping up to be one of the worst years for investors ever. That’s the bad news. The good news is the year isn’t over yet.
4 Important Takeaways from the Fed’s 0.75% Hike
The Federal Reserve concluded its two day policy meeting yesterday and announced it was raising its benchmark rate by 0.75%. Here are four observations about yesterday’s rate hike.