Latest Thoughts
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. ...
LPL Research is downgrading its 2021 U.S. GDP growth forecast from 6.25-6.75% to 5.75-6.25%. ...
Until recently, we expected the 10-year Treasury yield to end the year between 1.75% and 2.0%. ...
Several policy-related risks loom in September and October that may lead to an increase in market volatility. ...
First and foremost, this week's commentary should not be construed to suggest that we are saying stocks will go up forever. ...
The term stagflation has been circulating increasingly in the financial media as inflation readings have risen sharply in recent months. ...
Corporate America did it again. ...
The highly transmissible Delta variant of COVID-19 now makes up an overwhelming majority of the new cases in the U.S., bringing with it a rise in cases and hospitalizations. ...
We ran out of superlatives to describe corporate America's stunning performance during first-quarter earnings season. ...
On May 27, 2021, a couple of events in the energy sector occurred that demonstrated the continued mainstreaming of sustainable investing and underscored the risks and opportunities available to investors. ...