Commodities

U.S. equities finished mixed in a lackluster trading session, as Q4 earnings season shifted into a higher gear today.

Joe Biden entered the Oval Office with relatively low approval ratings.

A recession is two consecutive quarters of economic contraction.

The first and easiest leg of the bursting of the bubble we called for a year ago is complete.

2022 was a year of disappointment and negative surprises as economies faced the consequences of geopolitical turmoil and central banks fighting inflation.

U.S. stocks are extending a late last-week rally, with Q4 earnings season set to shift into high gear.

The world’s leading CEOs, politicians, and various do-gooders were in Davos, Switzerland, this week, discussing ways to solve our collective problems and create opportunities for their own companies. The most important conversations were off the record and many of the public speeches were simply performance art.

A January survey conducted by Bank of America shows that 91% of money managers believe China will “fully reopen” in 2023. That’s a significant increase from December 2022. Growth expectations for the country are also at a 17-year high.

U.S. equities are higher, as the markets look to get back to their winning ways after a two-day losing streak.

Jeff and Ron Muhlenkamp review what happened in 2022 regarding inflation, interest rates, the housing market, supply disruptions, energy problems, and foreign currency turbulence.

2022 was a difficult year for bond investors, but the combination of high inflation and tighter Fed policy should keep yields elevated, creating materially stronger fixed income returns in the new year.

We call them narratives, memes, or mind viruses.

Portfolio Manager Michael Oh, CFA, reviews what he seeks out in innovative companies and why he thinks Asia may be in the early innings of innovation in more than technology.

Oil prices continue to struggle as recession fears have curtailed the market is recent months.

We wrote last week about the soft landing that markets now seem to expect.

The team at Infrastructure Capital Advisors provides key insights and advice on current market conditions and economic outlook for this month and the coming months.

The Federal Open Market Committee’s 12 voting members differ on where they think interest rates should go this year. But we know they’re unanimously against cutting rates until at least 2024—or at least they were as of December, according to that meeting’s minutes.

Investors don’t appear to have been fazed by the FAA mishap. Shares of U.S. domestic airlines finished Wednesday up more than 1% before advancing a further 4% on Thursday in response to positive earnings estimates.

This article explores how the addition of specific liquid alternative strategies produces an “All-Terrain” portfolio with the potential for improved long-term performance across a wider range of market environments.

As we start the year 2023, we are reminded of the profound poetry from the band, Echosmith, in the song, “Cool Kids.” It can teach us about what it takes to succeed in long-duration common stock investing currently.

In 2022, inflation and interest rates both rose substantially, creating the near-term potential for a recession.

Workers and managers are in a tug-of-war over return to office policies.

U.S. equities are lower in pre-market trading with the Street digesting a slew of results from the banking sector to kick off Q4 earnings season.

U.S. stocks are choppy as the markets wrestle with the implications of a highly anticipated December consumer price inflation report that showed the headline figure declined but the core rate rose, both in line with expectations.

Throughout this year, Wealthspire Advisors’ Investment Team has spent significant time discussing inflation and the Federal Reserve and felt it was important to pivot towards the story in financial markets for 2022, which begins and ends with fixed income.

With winter not fully upon us, European industrial production has benefitted from lower energy prices.

Although inflation appears to have peaked, historical data suggests that prices are unlikely to reverse themselves, which could lead to an extended period of wage inflation.

Gold prices have increased to start 2023 as the dollar index extends last Friday's losses.

European bond-market performance was among the worst on record in 2022, as Europe ran the gamut of geopolitical, economic and market storms.

An era of low inflation and low interest rates has ended.

Welcome to 2023. It’s Forecast Season on Wall Street, the time when everyone tells us what to expect for the new year. Do they really know? Of course not. Forecasters don’t know, investors know they don’t know, yet we all go through this exercise anyway.

Investors who use a 60/40 portfolio had a rough year. In the past, putting 60% in stocks and 40% in bonds has often helped investors hedge against losses in either asset class. But 2022 had other ideas.

The March contract for the Bloomberg Commodity Index (ERH23) was down for the third consecutive day on Thursday. Since ending 2022 at 112.80, the contract is down 5.03 at 107.77.

Just recently, James Bullard, President of the St. Louis Federal Reserve, suggested the central bank might need to employ the “7% solution” to ensure the complete destruction of inflation.

The U.S. economy continually showed its resiliency through a challenging year.

Over the long-term, the fundamentals of the dollar suggest a downward bias is likely.

U.S. equities are solidly higher in afternoon action, paring some of the losses that have plagued the start of 2023.

2022 wasn’t the easiest of years to handle for investors.