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Weekly Market Commentary
It’s open to interpretation. Jackson Pollock was an action painter. He poured, dropped, and dripped paint onto horizontal canvases.
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Central banks are hawkish. Stocks popped higher, anyway. Last week, despite signs that inflation is slowing, U.S. Federal Reserve (Fed) officials emphasized their commitment to tightening monetary ...
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You may have heard this one: Don’t fight the Fed. The Fed is the Federal Reserve Bank of the United States.
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Markets were tuned to the signals coming from Jackson Hole, Wyoming. During World War II, United States armed forces often relied on high-powered radio sets to communicate.
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Is this a bear market rally or a new bull market? Investment professionals are in the middle of a heated debate.
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Rally caps were waving. In recent weeks, investors have embraced the idea that economic data will persuade the Federal Reserve to slow the pace of rate hikes
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The strength of the United States economy continues to surprise. If you have ever been camping, you may have banked your campfire by covering the hot coals with ...
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Investors thought they heard a dovish note from the Federal Reserve and markets rallied. Last week, we learned from the Bureau of Economic Analysis (BEA) that economic growth ...
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A lot of people are worried that a recession may be in our future. Some think it may already be here. Unemployment is low (3.6 percent), and inflation is ...
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Nobody is happy, but Americans are feeling more optimistic. Last week, headlines blasted the new inflation numbers.
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Rising inflation is a bit like a child throwing a temper tantrum in the grocery store. The red-faced parent, in this case the U.S. Federal Reserve (Fed)...
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The first six months of 2022 have earned a place in history books. 2022 is likely to become part of the lore passed from generation to generation.
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Last week, bad news was good news. Consumers were feeling blue in June, according to the University of Michigan Consumer Sentiment Survey.
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The fight against inflation intensified. Last week, the Federal Reserve (Fed) delivered a message that it is serious about fighting inflation.
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Inflation is proving to be far more tenacious than markets had hoped. The idea that inflation peaked in March was put to rest last week when the Consumer ...
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The Markets How strong is the United States economy? That's the question investors were mulling after last week's jobs report. More jobs were created in May ...
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The Markets Investors reassessed and markets bounced. Last week, major U.S. stock indices moved higher for the first time in weeks. The Dow Jones Industrial Average gained 6.2 ...
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Consumers and investors have been understandably grumpy this year. Inflation is high and markets, even including last week's rally, have fallen sharply in 2022. Nonetheless, as Lord Abbett'...
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The Markets On the fear and greed cycle… One of the most challenging times for investors is a market downturn. Whether markets are experiencing a correction or ...
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Living with a bear. On the survival series “Alone,” the tension ratchets higher whenever participants encounter bears.
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The Markets There is a lot of uncertainty in financial markets – and markets hate uncertainty. In recent weeks, economic and financial market data have been telling different ...
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Weekly Market Commentary May 2, 2022 The MarketsCorrection and contraction.... Investing during 2022 has been like running a forest trail and having unexpected obstacles appear every so often – a fallen tree, ...
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The Federal Reserve’s Ice Bucket Challenge…Remember a few years ago when people raised money for charity by challenging others to pour buckets of icy water over ...
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Here’s a riddle: How can inflation be 8.5 percent and 6.5 percent at the same time? The answer is that it depends on how you measure it.
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The first quarter of 2022 was jam-packed with volatility-inducing events: rising inflation, war in Ukraine, rising interest rates, sanctions on Russia, and a new COVID-19 outbreak in China.
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Checking in on the Federal Reserve. Among other things, Congress asks the Federal Reserve to use its tools to promote price stability and maximum employment.
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Be careful what you ask for, you just might get it. In early March, almost two-thirds of Americans who participated in a Nationwide Retirement Institute survey said the ...
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Markets were reassured by the Federal Open Market Committee (FOMC)’s actions last week. The FOMC met on March 16 and did exactly what most people expected them to ...
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Investor optimism is quite low. In just two weeks, the war in Ukraine has changed the status of 1.3 million people – approximately the number of people who live in ...
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The world is adapting to a changing reality. As the war in Ukraine intensified last week, financial markets grappled with uncertainty.
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Last week, Russia invaded Ukraine. Russian President Vladimir Putin’s decision ignited the biggest military conflict in Europe since World War II.
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Investors’ appetite for risk diminished as the Russian threat to Ukraine intensified.
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Why did stock markets in the United States finish the week lower?
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A rosy view through the rearview mirror. To say that economists did not have great expectations for the January employment report might be understating their position.
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Last week, the January stock market decline was interrupted by a Friday afternoon rally.
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When is a barometer not a barometer? It’s widely recognized that people do not make perfect financial decisions.
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Is the economy doing well, or not? If you skimmed the headlines last week, you may have seen that retail sales – the purchases we make from stores in-person ...
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Here’s a little story about a group called the Fed… In the 1950’s, then Fed Chair William McChesney Martin described the Federal Reserve...
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2021 was a fizzing mints-in-soda kind of year. Everything seemed to shoot higher – from COVID-19 cases and vaccinations to economic growth and global stock markets.
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Investors were feeling bullish. Last week, the Standard & Poor’s 500 (S&P 500) Index closed at a record high for the 68th time this year.
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Stock and bond markets diverged. Last week, the Bank of England surprised markets with a rate hike, its first in three years, and the Bank of Mexico raised ...
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Inflation met expectations. When the Bureau of Labor Statistics released the Consumer Price Index (CPI) last week, it showed that inflation was at levels last seen in 1982.
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Investors look to the future. Last week, employment and manufacturing data confirmed that the United States economy continued to strengthen in November...
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COVID-19 strikes again. Coronavirus cases have been on the rise in Europe, climbing from about 700,000 new cases a week in September to 2.6 million a week in November.
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Economists like to joke that inflation is just right when no one notices it. Last week, investors noticed it.
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Feeling bullish…Investor bullishness ticked higher last week on all four investor sentiment gauges tracked by Barron’s.
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The road to recovery is slow and bumpy. Last week, we learned that economic growth slowed in the third quarter as a new wave of COVID-19 surged across ...
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It’s MESSI! No, this commentary is not about Lionel Messi, the Argentine soccer phenom who is widely regarded as one of the greatest footballers of all time.
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Don’t get spooked! Barron’s Big Money Poll is an exclusive survey of market sentiment among professional investors.
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The word “jouncy” may have started life as a combination of bouncy and jolting – and it’s a pretty good way to describe what happened to stock markets ...
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If you look back over the last 20 years, September has been the worst performing month for the Standard & Poor’s 500 Index, according to Nasdaq.
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Central banks have a lot of influence on investors, markets and economies.
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In recent weeks, bullish sentiment has drifted lower like sediment settling after a storm.
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Raise your words, not your voice. It is rain that grows flowers, not thunder,” advised the Persian poet Rumi.
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Markets were shaken last week by a potent cocktail of central bank tapering and economic growth concerns mixed with coronavirus and a splash of the new Chinese privacy ...
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Are we there yet? For months, investors have wondered when the Federal Reserve (Fed) might begin to “normalize” its policies...
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The Chinese dragon cast a shadow over free trade and foreign investment last week.
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Shortest ever. Last week, the National Bureau of Economic Research (NBER) finally announced the official dates for the recession that occurred in 2020.
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The term “peak growth” has become almost as popular as the comedy show Ted Lasso.
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There was a gapers’ block in financial markets last week as equity investors slowed to see what the United States Treasury bond market was up to.
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What begins with the letter “I”? Infrastructure is essential and sometimes taken for granted. Pipes carry drinking water to our homes, offices, and healthcare facilities...
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Is that a hawk? The Federal Reserve Open Market Committee (FOMC) met last week.
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It’s transitory. It’s not transitory. It’s transitory. It’s not transitory. Media analysts were plucking the inflation daisy petals last week.
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Pulling the economy out of the shed. If you’ve ever stored tools or machinery in a shed or garage for an extended period of time, you know ...
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Are we at a tipping point? One side effect of the pandemic was a collapse in demand for oil, which led to “the largest revision to the value ...
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Uncle Inflation is here. Will he overstay his welcome? Ever since the financial crisis, central banks have pursued expansionary monetary policies to encourage reflation and avoid deflation.
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Like a gender reveal gone wrong, last week’s employment report delivered an unexpected surprise.
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It’s Spring and economic recovery is in the air. Last week, the Bureau of Economic Analysis reported the U.S.
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The Markets It wasn’t just the price of pork chops. Last week, as investors weighed the news, strong corporate earnings were offset by higher grocery ...
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First Quarter 2021 Key Takeaways. The market marches on. On the heels of its post-recession resurgence last year, stocks have continued their remarkable runup.
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Fourth Quarter 2020 Key Takeaways. Once again, as abnormal as 2020 has been, as we still sit months away from widespread COVID vaccine implementation...
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U.S. stock markets remained calm as a fresh chapter opened in the coronavirus stimulus saga last week.
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Congress is at $900 billion, will they hear $1.4 trillion, $1.4 trillion, governments at $900 billion, who’ll go $1.4 trillion, $1.4 trillion…
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What’s Next for the Fed? The Federal Reserve meets on December 15th and 16th. With COVID-19 cases spiking and the economic recovery faltering, the ...
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The Markets When it comes to beverages, frothy can be delicious. In what may be the least inspiring description of fizzy drinks ever written, a group ...
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Major stock indices in the United States hit all-time highs on Friday, despite a lackluster employment report and a surge in COVID-19 cases...
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Last week, vaccine optimism immunized investors against signs of economic weakness.
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The U.S. economy is like a semi-trailer truck. No one likes being stuck behind a semi at a stoplight because big trucks don’t go from zero ...
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Vaccine can be a powerful word. It’s worth 14 points in Scrabble (42 on a triple word square) and, last week, it was worth a whole lot more ...
Read MoreThe S&P 500… Post-Election Summary
As with all elections, about half the country will be pleased (and half the country displeased) with the final outcome.
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