Weekly Market Commentary
It’s a three-ring circus! For centuries people have embraced the circus. Enjoying the sticky fluff of cotton candy while elephants, clowns and trapeze artists perform in the ...
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It’s a three-ring circus! For centuries people have embraced the circus. Enjoying the sticky fluff of cotton candy while elephants, clowns and trapeze artists perform in the ...
Read MoreInvestors aren’t happy, but stocks are up. If you ever participated in a fantasy football league, you may have experienced a run on a position during your ...
Read MoreBrace yourself! The debt ceiling standoff continues. Consumers aren’t optimistic. The Consumer Sentiment Index fell to a six-month low in May, dropping 9.1 percent month-to-month.
Read MoreThe labor market just keeps growing and growing. Last week, the April employment report for the United States arrived.
Read MoreThe Fed meets again this week, and is expected to issue another 25bp hike to the federal funds rate.
Read MoreGet real! Despite more than a year of aggressive Federal Reserve rate increases, the United States economy is still growing, albeit more slowly.
Read MoreMarkets steamed ahead in the first month of 2023, continuing the recovery that began in the 4th quarter of last year. Unfortunately, the rebound then stalled amidst stubborn inflation ...
Read MoreThere’s been an ongoing stereotype that Millennials (Americans born in the 80s and 90s) are in trouble, highly educated but underpaid, beset by student debt, and having ...
Read MoreIt’s earnings season – the time when publicly traded companies report on how profitable they were during the first quarter of 2023. So far, reports suggest that companies listed ...
Read MoreThe US is expected to hit its debt ceiling sometime this summer, and so far the Biden administration and the Republican House are nowhere near an agreement to ...
Read MoreKeep your eye on the big picture. Last week, there was nothing too surprising in economic and financial news.
Read MoreAllianceBernstein has issued its second quarter macroeconomic forecast for 2023.
Read MoreAmbiguous images. Some illustrations are optical illusions. When two people view the picture, they may see completely different images.
Read MoreGoldman Sachs’s Maria Vassalou and Amy Yihan Zhou have an interesting breakdown of inflation and labor markets.
Read MorePerhaps we should call this a pushmi-pullyu market. The first quarter of 2023 brought Dr. Dolittle’s pushmi-pullyu – the rarest animal of all – to mind.
Read MoreWhat’s your jam? When you think of fun, are you running an Arctic marathon? Biking to your favorite burger place?
Read MoreTwo weeks ago, Jerome Powell provided a clear signal that rates could go and stay higher than previously anticipated.
Read MoreUnknowns and uncertainty. Financial markets were volatile last week as investors parsed the risks around bank closures...
Read MoreSilicon Valley Bank has collapsed. How did this happen? What are the possible consequences for its customers, other banks, and the larger financial system?
Read MoreThrown for a loop. Early last week, Federal Reserve Chair Jerome Powell told Congress the Fed is committed to bringing inflation down to 2 percent.
Read MoreBarry Ritholtz shows one of his favorite charts that traces out the paths of historical bear markets:
Read MoreSibling discord. Stocks and bonds are two of the better-known asset classes in the family of potential investments.
Read MoreBloomberg’s Laura Curtis traces the path of supply chains over recent years and assesses their place in the inflation run-up.
Read MoreIs it good news or bad news? The answer depends on your perspective. Last week, we learned that:
Read MoreDomestic and international markets have had a strong beginning to 2023, with the S&P 500 rising over 6% in January, and developed international and emerging markets each gaining about 8% ...
Read MoreBrace for a bumpy ride. There were some unwelcome surprises in last week’s economic data that caused markets to reassess expectations for 2023.
Read MoreImage Source: http://www.fridaynewsletter.com. Last month the US hit the debt limit set by Congress, and the federal government began “extraordinary measures”
Read MoreThis time may be different...or it may not be. There has been a lot of speculation about how the Federal Reserve’s policies will affect the United ...
Read MoreEgg prices have risen dramatically over the past year.
Read MoreWhat do Samuel Clemens (a.k.a. Mark Twain) and the current economic expansion have in common?
Read MoreWhen the Fed meets this week, it is expected to implement yet another rate hike, but only by a quarter of a percentage point.
Read MoreThe vicious cycle of inflation. Last week, we learned that pay increases at central banks in many parts of the world won’t keep pace with inflation.
Read MoreFourth Quarter 2022 Key Takeaways, 2022 was an ugly year for markets, but the 4th quarter at least provided a measure of relief that recovered losses to an extent.
Read MoreThe Markets “It’s hard to be a contrarian for very long these days because the consensus seems to change so quickly
Read MoreLast week the US hit the debt limit set by Congress, and the federal government began “extraordinary measures
Read MoreHave you ever wondered how numerous Roman structures have lasted for centuries?
Read MoreBullish or bearish? After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals
Read MorePredictions can make fools of us all, and while it’s way too early to argue that Blackrock’s declaration of an inevitable recession is wrong..
Read MoreIt’s being called the “Goldilocks” report. Last Friday, we learned that demand for workers in the United States remained strong in 2022.
Read MorePredictions are interesting to look at, and with the onset of 2023 comes analysts’ best guesses as to how the upcoming year will unfold.
Read MoreIt’s finally over. 2022 was a dismal year for financial markets. Major United States stock indices moved lower, trimming or eliminating the previous year’s gains.
Read MoreTesla is not having a good year…though if we zoom out a bit, the Tesla picture looks much better.
Read MoreWhat a year! In some ways, it feels as though we lived through several years in 2022.
Read MoreCore inflation, at over 6%, is still too high, and there’s general agreement among economists that the Fed is correct in raising interest rates as it seeks to ...
Read MoreWhat comes next? The U.S. stock market tends to be a forward-looking vehicle.
Read MoreThe S&P 500 jumped about 3% last Wednesday after Fed Chair Jerome Powell delivered remarks at the Brookings Institution.
Read MoreWhat will it take to slow this economy down? In 2001, railway workers slowed a runaway train in Ohio by latching a second engine to the back of the ...
Read MoreGoldman Sachs has issued a relatively upbeat view of the US economy in 2023, arguing that we are more likely than not to avoid a recession in 2023.
Read MoreThere was a shift in the winds of monetary policy. Last week, it became clear the Federal Reserve (Fed) had softened its hawkish stance.
Read More2022 has been a terrible year for investors, as equities have undergone a bear market and bonds have had their worst year in decades.
Read MoreThanksgiving and football go together like turkey and stuffing. For some families, though, this year may be more like a turducken, stuffed with American football and the sport ...
Read MoreThursday’s inflation report contained the good news that markets and the Fed were hoping for.
Read MoreLast week was remarkable for many reasons. One reason is that sky watchers around the world had an opportunity to see a total lunar eclipse.
Read MoreSome companies are doing better than others – a lot better. It’s earnings season; the time when companies share how well they performed during the previous quarter.
Read MoreSome companies are doing better than others – a lot better. It’s earnings season; the time when companies share how well they performed during the previous ...
Read MoreElon Musk recently expressed his concern that the Russian invasion of Ukraine may be leading the world down the path to nuclear war, and his belief that a ...
Read MoreMarkets turned – again. Markets continue to be volatile. Last week, stocks headed north. Nicholas Jasinski of Barron’s reported the change of direction reflected investors’ desire for the ...
Read MoreWe’re not there yet. Investors are understandably eager for the stock market to hit bottom. Some hoped it happened last week, but it did not.
Read MoreFriday’s unemployment report showed an economy that is starting to cool, but only slowly. The unemployment rate dipped to 3.5%, largely due to labor force shrinkage and a ...
Read MoreBah humbug! Last week, OPEC+, which includes the Organization of the Petroleum Exporting Countries and allied oil producers like Russia, chose to cut production by two million barrels ...
Read MoreThough many stocks have struggled this year, few have fallen as far as Meta, Facebook’s parent company:
Read MoreThe third quarter marked a change in attitude. So far, 2022 has been a tough year for investing. We’ve experienced an unusual phenomenon – the simultaneous decline of stock ...
Read MoreThird Quarter 2022 Key Takeaways. Markets again endured an ugly quarter, as equities slid once more into bear territory and bonds continued their historically poor performance.
Read MoreInflation isn’t just a United States problem—it also poses an enormous challenge to Europe. The European dilemma is particularly acute because Europe is also facing an ...
Read MoreCentral bank tightening sparked recession fears. Last week, the Federal Reserve (Fed) raised the federal funds rate for the fifth time this year. During 2022, the Fed has lifted ...
Read MoreThe Fed meets again this week, when it is expected to continue its rate hike regime in an effort to combat inflation.
Read MoreIt’s open to interpretation. Jackson Pollock was an action painter. He poured, dropped, and dripped paint onto horizontal canvases.
Read MoreFed Chair Jerome Powell’s August 26th speech at Jackson Hole made clear the Fed’s intention to bring inflation to heel, even at the cost of significant ...
Read MoreCentral 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 ...
Read MoreFed Chair Jerome Powell’s August 26th speech at Jackson Hole made clear the Fed’s intention to bring inflation to heel, even at the cost of significant ...
Read MoreYou may have heard this one: Don’t fight the Fed. The Fed is the Federal Reserve Bank of the United States.
Read MoreWe wrote last week about the extension of a $7,500 credit for new “clean” vehicles, noting the new requirement that such cars be built from minerals sourced or processed ...
Read MoreMarkets 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.
Read MoreThe Inflation Reduction Act that President Biden signed last week continued a $7,500 credit for various new electric cars, plug-in hybrids, and hydrogen fuel cell cars, but with strings ...
Read MoreIs this a bear market rally or a new bull market? Investment professionals are in the middle of a heated debate.
Read MorePresident Biden is expected to soon sign the Inflation Reduction Act that Congress passed last week.
Read MoreRally 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
Read MoreA diversified portfolio typically includes some degree of investment in emerging markets. Schwab’s quarterly chart book has a nice metric showing the relative appeal of foreign investments:
Read MoreSeptember 16, 2024
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