UK and US Share Challenges
While the S&P 500 is currently flirting with bear market territory, as it nears a 20% drop from its peak, the Fed is currently trying to engineer a ...
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While the S&P 500 is currently flirting with bear market territory, as it nears a 20% drop from its peak, the Fed is currently trying to engineer a ...
Read MoreThe 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 ...
Read MoreBack when Alan Greenspan was Fed Chair, from 1987-2006, he became known for the “Greenspan put”, by which the Fed would often respond to falling stock prices
Read MoreLiving with a bear. On the survival series “Alone,” the tension ratchets higher whenever participants encounter bears.
Read MoreThe 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 ...
Read MoreFed Update5/9/22 The Fed continued its rate hike regime with a 50bp increase last Wednesday. While Fed Chair Jerome Powell indicated that future 75bp increases were unlikely, he ...
Read MoreFirst Quarter 2022 Key Takeaways. Inflation, war, and COVID. Perhaps the world could have returned to pre‐COVID days if it faced only one of these challenges, but we ...
Read MoreUS Recession… Or Not?5/2/22 Is a Recession Coming? Interest rates are rising and the unemployment rate can’t get much lower. Given these circumstances, it does seem plausible ...
Read MoreWeekly 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, ...
Read MoreGlobal crises can have unintended consequences. One potential outcome of Russia’s invasion of Ukraine is the acceleration of clean energy production
Read MoreThe 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 ...
Read MoreWe’ve seen a sharp rise in the prices of many commodities over the past two years. Two examples of this are metals prices and oil prices.
Read MoreHere’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.
Read MoreThere’s been enough grim news this year—high inflation, the Russian invasion of Ukraine, and the S&P’s 2022 slide come to mind immediately
Read MoreThe 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.
Read MoreThe Russian invasion of Ukraine has spurred debate in Europe about reducing its reliance on Russian natural gas.
Read MoreChecking in on the Federal Reserve. Among other things, Congress asks the Federal Reserve to use its tools to promote price stability and maximum employment.
Read MoreThe Fed raised rates 0.25% this month; it is likely the first of several rate hikes this year.
Read MoreBe 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 ...
Read MoreThe main rationale for optimism about the future path of inflation is that longer-term inflation expectations are still anchored reasonably close to the Fed’s 2% target.
Read MoreMarkets 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 ...
Read MoreInflation in February climbed to 7.9%, and core inflation rose to 6.4%; each of these numbers represent the highest mark since 1982.
Read MoreInvestor 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 ...
Read MoreWhile many long-term ramifications of the Russian invasion of Ukraine are murky, one clear short-term consequence has been a sharp increase in oil prices.
Read MoreThe world is adapting to a changing reality. As the war in Ukraine intensified last week, financial markets grappled with uncertainty.
Read MoreHow will the Russian invasion of Ukraine affect markets? While there have been large impacts so far on Russian markets and on the value of the ruble.
Read MoreLast week, Russia invaded Ukraine. Russian President Vladimir Putin’s decision ignited the biggest military conflict in Europe since World War II.
Read MoreThe MSCI Emerging Markets (EM) Index fell 2.5% in US denominated returns in 2021.
Read MoreInvestors’ appetite for risk diminished as the Russian threat to Ukraine intensified.
Read More7% inflation is bad, but the even more critical issue is whether this high rate of inflation is likely to dissipate or to stay with us for a long ...
Read MoreWhy did stock markets in the United States finish the week lower?
Read MoreFacebook parent Meta released a weak earnings report last week. How weak was it?
Read MoreA 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.
Read MoreIn twenty years economists may sagely nod with the wisdom of hindsight and argue how 7% inflation and 5% core inflation in 2021 were inevitable given constrained supply and stimulated demand.
Read MoreLast week, the January stock market decline was interrupted by a Friday afternoon rally.
Read MoreIf a picture is worth a thousand words, then charts may provide a better view of the economy than pages of verbiage.
Read MoreWhen is a barometer not a barometer? It’s widely recognized that people do not make perfect financial decisions.
Read MoreFourth Quarter 2021 Key Takeaways. If the market resurgence paused in the 3rd quarter of 2021, it then rebounded in the 4th quarter, at least for the headline‐grabbing domestic ...
Read MoreWhen Jerome Powell described last year’s inflation surge as largely transitory in nature, we all had the hopes that that would mean that pandemic-related supply and demand...
Read MoreIs 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 ...
Read MoreWhat do fund managers expect for 2022? Bloomberg’s John Authers discusses a set of survey results on economic expectations for the upcoming year.
Read MoreHere’s a little story about a group called the Fed… In the 1950’s, then Fed Chair William McChesney Martin described the Federal Reserve...
Read MoreWe’ve all witnessed the explosive growth of Tesla stock, which has reached a market capitalization of over $1 trillion.
Read More2021 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.
Read MoreWho spoke the words of wisdom above? We’ll get to that in a minute. But as 2021 gives way to 2022, we want to take a moment to look ...
Read MoreInvestors 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.
Read MoreOn Wednesday, the Fed held its December meeting and adopted a significantly more aggressive posture to combating the inflation surge of 2021.
Read MoreStock 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 ...
Read MoreThe omicron variant, first detected in South Africa in late November and spreading rapidly, appeared to threaten the current equities bull run as markets began to swoon after ...
Read MoreInflation 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.
Read MoreAs emerging economies grow, their markets may increasingly resemble those of developed markets.
Read MoreInvestors look to the future. Last week, employment and manufacturing data confirmed that the United States economy continued to strengthen in November...
Read MoreAlthough US GDP and the unemployment rate have recovered remarkably quickly, this progress has come with the cost of higher inflation...
Read MoreCOVID-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.
Read MoreLast week we noted a massive partisan gap with respect to the direction of this country.
Read MoreEconomists like to joke that inflation is just right when no one notices it. Last week, investors noticed it.
Read MoreInvestment management firms are in the business of forecasting the future, particularly those with a heavy emphasis on active management.
Read MoreFeeling bullish…Investor bullishness ticked higher last week on all four investor sentiment gauges tracked by Barron’s.
Read MoreInvestment management firms are in the business of forecasting the future, particularly those with a heavy emphasis on active management.
Read MoreThe 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 ...
Read MoreAfter its November 3rd meeting, the Fed is expected to announce a tapering of its asset purchase program...
Read MoreIt’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.
Read MoreThird Quarter 2021 Key Takeaways. The market rebound may not be over, but it took a break in the third quarter of 2021.
Read MoreYears ago, one of us at JMS had a teacher who had a poster tacked up in his classroom that showed a chimpanzee deep in thought.
Read MoreDon’t get spooked! Barron’s Big Money Poll is an exclusive survey of market sentiment among professional investors.
Read MoreThe September jobs report provided fodder for economic pessimists and optimists.
Read MoreThe 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 ...
Read MoreFed Chair Jerome Powell has regularly expressed the hope that the current inflation spike would be transitory. He may well be proven correct..
Read MoreIf 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.
Read MoreOn Monday equities slipped markedly, with the S&P 500 down nearly 2% and other global markets down even more.
Read MoreCentral banks have a lot of influence on investors, markets and economies.
Read MoreOn Monday equities slipped markedly, with the S&P 500 down nearly 2% and other global markets down even more.
Read MoreIn recent weeks, bullish sentiment has drifted lower like sediment settling after a storm.
Read MoreIn 1950, Americans who made it to the retirement age of 65 could expect on average to live another 14 years; by 2010 this number had risen to 19 years.
Read MoreLast week Fed Chair Jerome Powell gave a closely watched speech at the Fed’s annual Jackson Hole, Wyoming, symposium.
Read MoreRaise your words, not your voice. It is rain that grows flowers, not thunder,” advised the Persian poet Rumi.
Read MoreThis spring we discussed JP Morgan’s annual energy report, which sounded a note of skepticism regarding how quickly we can expect to transition away from fossil fuels ...
Read MoreMarkets 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 ...
Read MoreAs the bipartisan infrastructure bill advances through the Senate, its fate still uncertain upon reaching the House of Representatives...
Read MoreAre we there yet? For months, investors have wondered when the Federal Reserve (Fed) might begin to “normalize” its policies...
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