Policymakers and forecasters were slow to change their mindset about inflation.
At least a couple of major retailer stocks got clobbered last week as investors sold on reports that they missed earnings estimates.
While conventional wisdom says that rising interest rates are bad for stocks, it’s more accurate to say that rising rates tend to be bad for certain types of stocks.
The U.S. was experiencing some of the highest inflation in its history.
As with bodily atherosclerosis, curing our economic condition may require lifestyle modifications. But in one sense, it will be even worse: We’re all going to get the cure whether we want it or not. We’ll get its side effects, too… and you can bet there will be many.
This week has seen a series of rapid contractions across the digital asset ecosystem. In a space that is well-known for volatility, even this week has stood out to observers.
The recent surge in interest rates and inflation has put the record strength in housing under a microscope.
It's extremely difficult to watch the news and not feel overwhelmed by the avalanche of negative headlines.
Soaring commodity prices have helped drive inflation to 8.5%, by far the highest level in the last few decades.
The Northern Trust Economics team shares its outlook for key markets in the month ahead.
Since the global financial crisis, assets in private credit have grown exponentially as investors search for yield while protecting against inflation and rising interest rates.
Research Affiliates discusses the intriguing long-term outlook for value stocks, and provides insights on the models that underpin its asset class forecasts.
Dover Corporation is a diversified holding company serving more than 200 product categories in the industrial, energy and manufacturing industries.
“What does a yellow light mean? Slow down!
John Paul Lech, Lead Manager of the Matthews Emerging Markets Equity Fund, explains the potential value that unique real estate equities can offer emerging market-growth portfolios.
Our weekly commentaries provide Euro Pacific Capital's latest thinking on developments in the global marketplace.
U.S. equities plunged, finishing near the lows of the day, following disappointing quarterly results from Target Corporation and Lowe's Companies, with both retailers warning of rising cost pressures.
The risks of tightening into a downturn.
It would be an understatement to say that the stock market has been volatile recently.
Looking for a tactical way to de-risk your portfolio? You might consider rotating a portion of your equity allocation into high-yield bonds.
Credit market volatility this year has been extreme.
We put together a histogram of the last 96 years of annual returns, bunching them into percentile ranges. You might expect something that looks like a bell curve, but you would be very wrong! As advisors, we constantly remind clients about the necessity to think long term. The problem is that it’s hard at any age to think in 30-year terms, especially in the middle of a year like 2022.
The White House said last week it is prepared to begin large sales of crude oil from the nation’s Strategic Petroleum Reserve (SPR).
If we follow the threads underlying inflation over the past year to their earliest beginnings, they run straight through the fog of pandemic, quickly pass by the financial crisis in 2008, and wind their way past the Great Inflation of the 1970s...
Wylie Tollette, Head of Client Investment Solutions with Franklin Templeton Investment Solutions, joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff.
Investors are in a pickle.
Natural gas prices traded higher to start the week after forecasts show hotter than average temperatures in the United States.
Although you can learn a great deal from studying the past, you can only invest in the future.
Investor sentiment has become so bearish that it’s bullish.
The consensus among economists puts the odds of a recession starting sometime in the next year at 30%, according to Bloomberg's most recent survey.
U.S. stocks are trading lower as another week begins on the heels of six-straight weekly losses for the S&P 500.
Three powerful forces have unleashed a volatility storm in stock markets this year.
The template of 1929 and 1987 is coming into focus in recent trading days.
When life gives you lemons: sell them!
There’s no way to sugar coat it -the stock market has experienced a bear market affecting all sectors of the market except for Energy.
Some big-name investors forecast that Bitcoin will eventually hit $100,000, $1 million or more. It could very well do that, but for now, its price is closer to $0. That’s both a risk and an opportunity.
The Strategic Investment Conference wrapped up this week with another wave of strong, fascinating speakers and panels. Today I have more to share and, as you’ll see, the plot thickened considerably.
In March of last year, we wrote an article entitled “Timing the End of the Tech and Bitcoin Bubbles”. Our conclusion for Bitcoin was that it was indeed in a bubble but that there was insufficient technical evidence at the time indicating its bursting.
The equity market was on cruise control, but now headline congestion has the S&P 500 down more than 17% year-to-date—its worst start to a year in at least 25 years.
Rising yields, wider spreads, and heightened market volatility are providing an attractive environment, but caution in credit selection is warranted.
Selling an exchange-traded fund (ETF) should be just as easy as buying one, irrespective of the fund’s size or volume.
The Northern Trust Economics team shares its outlook for growth, inflation and interest rates.
Rich countries have shown impressive unity in helping Ukraine counter the Russian invasion.
In our latest insight, we analyze the recent DALBAR study to determine how well (or not well) active fixed-income investors performed during the bull market and explain what we believe will be the best approach for fixed-income investing given the start of a pro-inflation paradigm shift.
Charles Schwab May 2022 Market Snapshot with Liz Ann Sonders.
Stocks that do not pay a dividend are often thought of as growth stocks.
Jay Powell may think he is Paul Volcker, but he is not Paul Volcker.
Modern slavery is a lucrative business that can’t exist without the financial system.
Just today, as US inflation came in a touch hotter than expected, the Chinese Yuan is pulling lower, testing the lows of May 9, 2022.
Coming out of the depths of the pandemic, US equity and fixed income markets are facing new challenges this year amid a rising interest rate environment and deceleration in growth.
