Corporate America Delivers, Market Attention Focused Elsewhere
First quarter earnings season was solid by just about any measure, but based on recent market behavior it’s obvious that in general market participants paid little attention.
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Five Things You Should Know About the Traditional 60/40 Portfolio
It’s been a tough year for many investors and we don’t think we’re in a position yet to call a tactical bottom for either stocks or bonds. But looking out strategically, based on better valuations and still solid fundamentals, we think the long-term outlook has brightened quite a bit.
Moderating Inflation Should Provide Boost in Consumer Confidence
A slight moderation in inflation will likely provide some needed boost in consumer confidence but we may have to wait another month. The April inflation report was not as soft as many hoped.
Have We Really Seen Extreme Pessimism Yet?
It’s been a very tough start to the year with both stocks and bonds down sharply. So perhaps it is no surprise that investor sentiment polls are showing signs of extreme pessimism.
Federal Reserve Meeting Recap: An Historic Rate Hike
The Federal Reserve ended its two-day Federal Open Market Committee meeting yesterday with a 50 basis point (0.50%) hike in short-term interest rates — broadly in line with market expectations.
Why You Shouldn’t Sell Your Stocks in May This Year
“Sell in May and go away” is probably the most widely cited stock market cliché in history. This week, we tackle this commonly cited seasonal pattern and why it might not play out this year, similar to recent years.
6 Charts Focused on the Long Term
With the S&P 500 Index in correction territory while the market faces a number of big threats, studying market history for reminders of the benefits of long-term investing can be helpful.
A Closer Look At The Stock Market Sell Off
The selloff continued on Tuesday, with the S&P 500 Index down 7.8% in the usually bullish month of April. With three days to go, this could go down as the worst April since a 9.0% drop in 1970.
Three Reasons Inflation Could Be Near A Peak
Inflation continues to soar, dominating conversation and stretching consumer wallets, but we do see some potentially good signs. Here are three reasons inflation could be near a peak.
Finally Some Income for Your Fixed Income
The unrelenting move higher in U.S. Treasury yields continued last week making it the 15th week (out of the past 16 weeks) that the yield on the 10-year U.S. Treasury security ended the week higher.