Latest Thoughts
With inflationary pressures running higher than many central bankers are comfortable with, calls for interest rate hikes have become louder. ...
Corporate America has capped off an outstanding 2021 with an excellent fourth quarter earnings season so far. ...
High inflation continues to cloud the economic outlook while its impact on the potential path of rate hikes has left markets unsettled. ...
The near-10% correction in the S&P 500 Index and even larger drawdown in the Nasdaq have gotten a lot of attention this year. ...
Sustainable investing hit several milestones in 2021, but continued to attract its critics. ...
After a tough start for stocks in 2022, investors are looking for reasons to expect a rebound. ...
The Federal Reserve (Fed) has engineered a massive hawkish shift, causing a bit more stock market volatility recently. ...
Corporate America has been on quite a run. ...
In many ways, 2021 was a typical year for markets, but it also reinforced some basic market lessons that are hard to learn, even if they are not new. ...
We expect interest rates to move modestly higher in 2022 based on near-term inflation expectations above historical trends and improving growth expectations once the impact of COVID-19 variants recede. ...
We expect solid economic and earnings growth in 2022 to help U.S. stocks deliver additional gains next year. ...
We believe pent-up demand, gradual improvement in supply chain challenges, solid labor force growth, and productivity gains will all contribute to another year of above-trend economic growth in 2022. ...
Historically, December has been a great month for stocks, but now we have the Omicron variant causing major volatility and uncertainty. ...
There are only six weeks to go in 2021 and has been an incredible year for the stock market bulls. ...
Since we began our investing careers, we've had the concept of diversification drilled into our heads. ...
With Halloween over the weekend, what better to write about this week than what scares us? ...
The S&P 500 Index has gained more than 20% so far this year, making more than 50 record highs along the way. ...
We have used most of the superlatives we know to describe corporate America's stunning performances over the past two earnings seasons. ...
Last week, Congress was able to push back a fast-approaching deadline for raising the debt ceiling to December. ...
With the fourth quarter underway-historically the best quarter for stocks, by the way-2022 is fast approaching. ...