All You Wanted To Know About Stock Market Corrections
2022 has been one of the worst starts to a year ever for stocks. In fact, it took the S&P 500 Index only 15 trading days to be down 10% for the year, one of the fastest ever.
Potential Catalysts for a Market Turnaround
After a tough start for stocks in 2022, investors are looking for reasons to expect a rebound. Here we cite some reasons we don’t expect this selloff to go a lot further.
Don’t Expect the Fed To End This Bull Anytime Soon
The Fed has engineered a massive hawkish pivot, contributing to an increase in volatility recently. But a look back at history provides some reassurance, as stocks have historically performed well leading up to and after the first rate hike of a cycle.
Why Higher Yields And Rate Hikes Aren’t Always Bad
Two things swirling that some investors think could hurt them down the road: The idea that higher yields and rate hikes are bad. However, it might not be so simple.
Can Corporate America Keep it Rolling?
Corporate America has been on quite a run. Coming into 2021, S&P 500 Index companies were expected to generate less than $170 in earnings per share. As 2022 begins, it looks like that number may end up higher than our latest estimate of $205, one of the biggest earnings upside surprises ever and a big reason why stocks did so well last year.
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.
Do You Believe In The Santa Claus Rally?
December is widely known as one of the best months of the year for stocks, but most don’t realize that the majority of the gains happen in the second half of the month.
Outlook 2022: Passing the Baton
Fiscal and monetary policy played big roles in the economic recovery in 2021, but we see 2022 playing out as a handoff—from stimulus bridging a pandemic recovery to an economy growing firmly on its own.
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.
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.