The Seasonality Trends of December
December often starts slow but historically has been a strong month. There are also some potentially supportive seasonal patterns ahead.
Outlook 2023: Finding Balance
Outlook 2023: Finding Balance examines the economy, markets, policy, and includes our economic and market forecasts for 2023.
Playbook for a Fed Pivot: Exploring Market Performance
Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in the terminal rate in the first half of 2023.
Midterm Election Results Point to More Mixed Government
The main takeaway from election results currently is likely a mixed government, which we continue to view as market-friendly overall.
Investor Pessimism Still Running High
Recent data show the percentage of individual investors who are bullish about short-term market expectations at very depressed levels.
How Markets Respond to Drawdowns
When markets are down, the natural bias is to sell. But like boxing for Eddie Dupris, everything in investing is backwards.
Is 2022 One Of The Most Volatile Years Ever For Stocks?
So far, 2022 has not been kind to investors with most major stock markets, including the S&P 500, incurring heavy losses and entering bear markets. How volatile has it been?
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.