Latest Thoughts
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. ...
Fiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021 and into 2022 as the recovery continues. ...
After one of the worst starts to a year for fixed income, returns may not get much better from here. ...
After one of the best starts to a bull market in history, the rally has started to show signs of fatigue. ...
The economic recovery continues, as the recipe of vaccines, the reopening and record stimulus all have combined to produce what should be one of the best years for growth ever. ...
It's embarrassing to admit this but in our earnings season preview on April 12, when the consensus estimate reflected a nearly 24% increase, we wrote that S&P 500 Index earnings growth for the first quarter could potentially exceed 30%. ...
"Sell in May and go away" is probably the most widely cited stock market cliche in history. ...
Last week we discussed whether stock prices might be reflecting peak optimism. ...
Global stock markets are off to a strong start in 2021 as the world begins to emerge from the shadow of the Covid-19 pandemic. ...