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.
The geopolitical crisis in Ukraine creates a stagflationary shock for global economies. The plan to fight inflation just got far more complicated for global central banks.
Dividend Growth Stocks Dividend growth stocks are one of the more favored classes of stocks that investors want to hear about.
RMB depreciation won't offer much support to Chinese growth.
Tax Day has come and gone.
Heightened market volatility has led to misconceptions about credit, in our view. We dispel four of them here.
With the world facing inflationary and geopolitical hurdles, economic growth is poised to slow. In this environment, investors in growth stocks must identify companies with the right features to overcome headwinds to earnings.
Yesterday was another bad down day in the markets.
The Fed has set the stage for a series of rapid rate hikes.
COVID-19’s resurgence in China has cast doubt over the government’s ability to meet its 2022 growth target of around 5.5%, which officials affirmed in March, before the scale of the latest outbreak became clear.
After listening to the Berkshire Hathaway Annual Meeting on April 30, 2022, we thought it would be appropriate to frame the aggressive buying of Occidental Petroleum (OXY) and Chevron (CVX) in the first quarter of this year.
U.S. stocks suffered another day of losses Monday, as the market continued to weigh the risk that the Federal Reserve’s aggressive anti-inflation campaign could push the economy into recession.
Until recently, inflation and interest rates had been on a secular downtrend after peaking in the early 1980s.
Through rising real yields, a slowing economy and poor seasonality, short-term headwinds remain for gold and precious metals.
At the end of 2021, we set out our projections for the stock market in 2022: 5,250 for the S&P 500 and 40,000 for the Dow Jones Industrial Average.
Tractor Supply Company is the largest rural lifestyle retailer in the US, offering a range of products for home, land, pets, and animals—everything except tractors.
“Don’t be bearish.” That was the message delivered by a Wall Street Journal article in August 2021.
The Fed will need some luck on its side to deliver another soft landing.
Higher yields, wider credit spreads, and other common market reference metrics suggest relative valuations for muni bonds have become attractive.
Investors often look for ways to enhance income, lower a portfolio’s overall expected volatility or even help manage taxable gains.
The major market indices finished mixed this week. The Dow Jones Industrial Average lost 0.63%. The S&P 500 Stock Index rose 0.40%, while the Nasdaq Composite fell 1.02%. The Russell 2000 small capitalization index lost 0.28% this week.
I borrowed this letter’s “Soft Now, Hard Later” headline from Dave Rosenberg. It was the title of his leadoff SIC presentation, for reasons I’ll explain.
Warren Buffett wasn’t kidding when he said, “nothing sedates rationality like large doses of effortless money.”
The nature of the economy is that there are always causes for concern in strong markets, just as there are reasons for optimism in weaker ones.
The U.S. economy contracted 1.4% in the first quarter, leading some investors and analysts to raise the specter of the dreaded “R” word: recession.
Today the Federal Open Market Committee raised the fed funds rate (upper bound) to 1% from 50bps.
April was a hard month for the markets.
Investor interest and participation in private markets continues to grow.
A bull market in bonds is set to return with a vengeance as the Fed once again makes a policy mistake.
As expected, the Federal Open Market Committee (FOMC) raised the fed funds rate by 50 basis points, to a range of 0.75% to 1.0%.
For one of the few times in history investors can invest in Starbucks stock (SBUX) on sale.
The US Treasury yield curve momentarily inverted.
"Transitory" is out, "expeditious" is in.
We assess risks and potential opportunities for multi-asset portfolios amid late-cycle dynamics, higher inflation, rising interest rates, and geopolitical uncertainty.
The US Federal Reserve certainly bears its share of responsibility for the great inflation of the 2020s.
In the first quarter of 2022, financial markets abruptly reversed course and volatility increased significantly.
It was quite a month.
Draghi has put the Italian economy back on track, but challenges remain.
Stocks come in all sizes, shapes, and flavors. Nothing could illustrate that better than the 31 stocks you asked to see last week.
