Nvidia faces tough competition, law of large numbers as it prepares to report Wednesday.
Inflation data has continued to fuel uncertainty about when the Federal Reserve will begin to cut interest rates. It's a question with global implications.
Walmart kicks off retail earnings season as high interest rates and inflation raise concerns over continued robust consumer spending.
Bank lending standards are still restrictive, underscoring the Fed's view that financial conditions remain tight and any resulting economic weakness could keep rate cuts in play.
Europe's mild recession is over, with growth expected to continue. Valuations for eurozone stocks remain attractive, offering the potential for further price appreciation.
As expected, the Federal Reserve kept its policy rate unchanged at the May meeting, but left the door open to rate cuts later this year if inflation declines.
First-quarter earnings results have been healthy thus far, but key to the ongoing rally will be companies' recovery in revenue growth and strengthening forward guidance.
The AI-driven cloud and chip industries come into focus in the next month as Microsoft, Meta Platforms, and others prepare to report earnings.
We believe high-yield munis carry additional risks, but are worth consideration by investors in higher tax brackets who are comfortable taking added risks.
Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.
Our outlook on the 11 S&P 500 equity sectors.
Reviewing the basics can keep you from being caught off guard if your investment is returned to you before the stated maturity date.
While major indexes have seemingly been calm this year, there are notable and stealthy sector leadership shifts that have happened under the surface.
There are signs that some previous "rolling recessions" are starting to turn into rolling recoveries.
The first quarter was strong for major U.S. investment banks as the economy grew and M&A and IPO activity accelerated.
Earnings growth, a driver of long-term stock market performance, seems to be expanding beyond a handful of U.S. equities, supporting more broad-based market performance.
Emerging-market local-currency bonds have rallied sharply since last October, along with other risky segments of the global bond market. However, navigating the market can be challenging.
Inflation looks to still be trending lower, but a relatively stubborn decline will likely inspire the Fed to start cutting rates later (and slower) than expected.
Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it's not a simple relationship.
Our outlook is still positive, but it may be difficult to replicate the strong returns of the past few quarters.
Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?
There have been several big changes in the municipal bond market lately. Here's what you should know.
The Federal Reserve suggested that interest rates likely will move lower, but perhaps not as quickly as markets had been expecting.
Between adjustments in Fed policy and a coming presidential election, it's going to be an emotional year, but historical data shows staying invested is the best course for investors.
The Federal Reserve weighs the data while investors wonder: When will rate cuts begin?
Sentiment data is beginning to match relatively strong "hard" economic data.
Global elections may lean towards nationalist policies that could hinder trade in goods via tariffs, but also boost growth in domestic industries to counter inflationary effects.
India's prospects are bright, but the country faces significant headwinds. Here's what to know as an investor.
Although a strong economy has changed expectations about the timing and magnitude of interest rate cuts, we still see room for the Federal Reserve to cut by three-quarters of a point this year.
Investor sentiment and stock market valuations are getting increasingly stretched as indexes trek higher, but solid underlying breadth has been a positive offset for now.
The second-largest stock market has captured the interest of investors, supported by stronger, more broad-based earnings, and incentivized by Japan's fiscal and monetary policies.
Short-term bond yields are high currently, but with the Federal Reserve poised to cut interest rates investors may want to consider longer-term bonds or bond funds.
The chip sector comes into sharp focus ahead of a key earnings report, with signs of divergence in the sector.
Walmart leads the way as major retailers start weighing in on a positive year for consumer spending. But will it hold true as individual companies report results?
Relatively hot inflation reports might be blips, but they reinforce why the Fed's rate-cutting cycle might be more gradual, which could be a better backdrop for stocks.
Market folklore provides an easy, but inaccurate guide for investing in today's interconnected and complex market. Indicators based on economic or market behavior may be preferred.
While focus remains on when the Fed will start cutting rates, history suggests other factors must be looked at when assessing forward stock market performance.
As expected, the Fed held rates steady in January, but importantly downplayed the likelihood that rate cuts will start as soon as March.
Market expectations have established a high bar for central banks' rate cuts. Any disappointment like stronger inflation or economic growth could spark market volatility.
Credit quality in the muni market likely has peaked, but we believe states' strong rainy-day funds and other attributes will lend stability in the near term.
After 2023's price cuts and tougher competition, Tesla is set to report late Wednesday. Lower demand and a big, one-time jump in used EVs could drive a very different 2024.
While the S&P 500's all-time high hasn't been accompanied by other parts of the market (notably, small caps), further gains are possible if breadth firms up.
Bank loan income may decline if the Federal Reserve cuts interest rates. That doesn't mean investors should avoid them altogether, but it's important to understand the risks.
Tech sector stocks gained more than 50% last year, fueled by AI and signs of improvement in the cloud and chip markets. Upcoming Q4 results could give investors clues into 2024.
The election outcome is unlikely to change the status quo for the Taiwan Strait, U.S.-China relations, or global markets which have seemed to price in geopolitical risk.
Economic data has provided encouragement for both stock market bulls and bears.
With the Federal Reserve poised to begin cutting interest rates this year, the dollar may drift generally downward. However, its performance against individual currencies may vary widely.
Earnings season starts Friday as major investment banks report, and the focus is on rates.
While headline payroll growth was relatively strong in December, weaker details under the surface continue to paint a mixed labor market picture.
