Insights

6 minute read

Fed rate cuts not coming anytime soon.

6 minute read

But investors aren't going to let you spoil this rally. Next year? We'll see.

3 minute watch

Investors must consider timing when evaluating opportunities abroad.

3 minute watch

The Fed is seeing the results it hoped for.

7 minute read

As the economy slows across the board, the Fed is done hiking rates.

7 minute read

Market momentum & fundamentals are keeping the rally going.

2 minute watch

The 2024 presidential election could trigger an end-of-year rally.

5 minute read

Thanksgiving brings increased travel, falling prices and rallying financial markets.

7 minute read

The economy and markets can't take on much more debt without getting sick. 

5 minute read

Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.

7 minute read

Markets are serving up rallies for the holidays.

3 minute read

These stocks are well positioned to thrive in a higher-for-longer environment.

7 minute read

Reasons to believe the equity rally has legs.

5 minute read

Financial markets rally on perceived Fed pause.

5 minute read

With earnings and economic news not as bad as feared, markets can grind higher into year-end.

7 minute read

Weak jobs report pushes Fed to sidelines.             

8 minute read

Will the stock and bond rallies have staying power?

2 minute read

The Fed didn't hike. That doesn't mean it's done.

6 minute read

Will it keep the Fed in play?

8 minute read

Geopolitics are trumping the economy and earnings among investor worries.

9 minute read

Though it is also very dark in the middle of the night.

2 minute watch

 Dividends are working, even when out of favor.

6 minute read

Back-to-School sales were soft, but consumers are spending elsewhere.

8 minute read

A surprisingly strong economy could mean higher for longer, longer

3 minute read

After weathering the storm, the housing market is poised to boost growth despite Fed headwinds.

4 minute watch

Dividend performance follows a natural rotation.

8 minute read

Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.

8 minute read

It's not just the pilot who is confused as markets wrestle with yields.

8 minute read

As markets stumble forward into earnings, winners and losers likely to emerge.

4 minute read

Disruptions minor so far amid a global outlook that's a bit meh.

7 minute read

But overall labor-market picture is mixed.

2 minute watch

International dividend payers have come through a lost decade.

7 minute read

The bond market used to be dull...

4 minute read

Equity markets have popped this year—but not for everyone.

8 minute read

Rates may be resetting higher but that doesn't mean stocks must suffer.

6 minute read

Wage inflation could keep the Fed engaged.

2 minute watch

Investors may want to take a fresh look at the dividend investing space.

6 minute read

When global investors think Asia, they're increasingly thinking India.

6 minute read

Fed plans to keep interest rates higher for longer.

2 minute read

The Fed opts against raising rates, but doesn't rule out another hike this year.

2 minute read

At the end of the day, it'll be a gift for competitors.

4 minute read

With Growth a crowded and expensive trade, might Value offer better value?

6 minute read

School spending slows while inflation rises.

8 minute read

Moderating core inflation doesn't ease consumer concerns about everyday prices.

6 minute read

Maintaining cautiously optimistic stance as macro concerns fade.

8 minute read

Data point in different directions.

7 minute read

Lots of reasons to expect all-important spending to hold up.

7 minute read

Unloved sectors may be setting up nicely.

4 minute read

Softer job growth could prevent the Fed from hiking again.

2 minute read

Contrarian approaches may offer a missing piece to investor portfolios.

8 minute read

Let's hope so because massive and growing deficits are spooking markets.

5 minute read

Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.

2 minute read

The rapidly developing peninsular country has 3 factors going for it.

8 minute read

And has a lot of firepower left.

9 minute read

Buyable entry point emerging for stocks.

4 minute read

The conditions suppressing the IPO market since 2021 appear to be subsiding.

4 minute read

The evidence so far suggests not a lot. 

40 minute listen

The past, present and future of dividend investing.

4 minute read

Electric vehicles face bumps in the road to reach their lofty goals.

4 minute read

For equity investors, peak pessimism presents potential opportunities.

6 minute read

Payroll growth slows, but wages stay hot.        

7 minute read

Its potential, for good and for bad, is just starting to be appreciated.  

6 minute read

Fed may remain vigilant.

8 minute read

Might this rally be due for some consolidation?

2 minute read

With the impact of its tightening still not apparent, the Fed opted for another modest rate hike. 

7 minute read

Upgrading year-end S&P target to 5,000 as rocky landing scenario nears end.

2 minute watch

 The U.S. is likely already feeling the predicted “rocky landing.”

7 minute read

Recession odds have fallen.

7 minute read

Might a summer storm lie ahead for investors? 

6 minute read

Waiting for the program to go bust isn’t an option.

7 minute read

It’s Christmas in July for equities. Will the Fed be a Scrooge?

2 minute watch

Investors should watch corporate earnings.

5 minute read

Why we think Japan could finally outperform after three lost decades.

4 minute read

But strong enough for the Fed to hike yet again.

2 minute watch

The consumer is between tough headwinds and promising tailwinds.

7 minute read

The first half was a consensus killer; will the second half be one too?

2 minute read

Higher-for-longer rates can be beneficial for dividend strategies.

6 minute read

Will tech stocks cool after torrid first-half surge?

8 minute read

As ‘Rocky Landing’ enters final phases, equity market remains upwardly biased.

5 minute read

Could energy buck conventional wisdom?

5 minute read

The consumer has a lot more firepower than many appreciate.

5 minute read

Dichotomy between nominal and core inflation declines keeps Fed engaged.

9 minute read

If it is, bubbles can last a long time.

2 minute read

The Fed skipped a rate hike but suggested more could come. 

6 minute read

The current U.S. immigration system is an inadequate solution to population decline.

7 minute read

The pain trade is up. The late '90s' parallels are eerie.

7 minute read

A hot headline increase of 339,000 jobs in May but colder details put Fed in wait-and-see mode.

8 minute read

A very narrow market trading at extremes makes for discomfort.

4 minute read

The office credit market is in trouble, but the broad CRE sector appears healthy.

1 minute watch

Emerging markets may show long-term opportunity for investors.

8 minute read

A strong consumer and robust labor market aren't so fun for the Fed.

1 minute watch

Europe may have the momentum, valuation and growth to continue to outperform.

6 minute read

Inconsistent economic reports cloud the path of U.S. growth.

4 minute read

The bump in April retail sales belies a deceleration of consumer spending.

7 minute read

Might stocks offering 'growth at reasonable prices' provide refuge?

1 minute watch

Is the dollar's reserve currency status in danger?

8 minute read

Investors grow impatient waiting for the big downturn that may never fully come.

6 minute read

The Fed may be done hiking, but its subsequent pause could last awhile.

8 minute read

That could determine if above- or below-average historical returns are likely.

7 minute read

Barring the emergence of more bullish data, we expect the Fed to pause rate hikes this year.

6 minute read

Looming risks make it hard to assess where markets go next.

6 minute read

GDP growth slows, but inflation remains elevated

5 minute read

With volatile markets ahead, stocks enter a period of limbo.

8 minute read

With so many mixed messages, no wonder investors are confused.

43 minute listen

Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path.

4 minute read

Is the debate much ado about nothing or a slow-moving train wreck?

8 minute read

Slower growth and stubborn inflation argue for patience and selectivity.

7 minute read

We see GDP growth slowing over the balance of 2023.

7 minute read

Perils lurk but so does the potential for upside surprises.

7 minute read

Fed rate hikes finally may be starting to bite.

8 minute read

Mounting clues that the economy has reached a turning point.

7 minute read

Maintaining cautiously constructive stance amid confusing outlook.

5 minute read

Should investors buy the dips or sell the rips as we approach earnings season?

7 minute read

For as long as the economy is stronger for longer.

6 minute read

Will the Federal Reserve pivot from its fight against inflation?

7 minute read

Not all regional banks are caught up in the turmoil. 

3 minute read

Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.

1 minute watch

Growth stocks typically do well in low-rate, low-growth environments.

8 minute read

Rapid rate increases exposing issues that were hidden when rates were low.

6 minute read

Silicon Valley Bank's 'Perfect Storm' unlikely to deter Fed.

6 minute read

Weakening confidence should give Fed the slowdown it wanted.

7 minute read

The beats (hawkish Fed, strong jobs, surprise bank failure) keep coming.

1 minute watch

In the IPO market, only the best business models survive.

2 minute read

The still hot labor market all but ensures the Federal Reserve stays aggressive.

12 minute read

Standard models and frameworks are less useful in rocky landings.

3 minute read

The recent pullback after a strong start to ’23 may be just a breather.

2 minute watch

The words of the day are “caution” and “patience.”

7 minute read

As Linda discusses inflationary '70s, a guest wonders if the Mister is with her.

7 minute read

U.S. equity and fixed-income markets are pointing in different directions.

6 minute read

The tragic Russia/Ukraine war could keep energy prices and inflation elevated.

7 minute read

As long as Americans keep spending, higher for longer may rule the day.

1 minute watch

A varied macro-economic environment calls for a defensive strategy.

7 minute read

The only good news is both seem much closer to a better future.

5 minute read

It starts with China. Other forces also are at work.

5 minute read

Combined with persistent inflation, Fed likely to remain vigilant.

7 minute read

Inflation, consumer strength move bonds closer to the Fed. Stocks still keeping some distance.

2 minute watch

The Fed may pause this year, but a pivot is unlikely.

8 minute read

Audiences pondered this market, and Linda's chauffeur, in her travels this week.

3 minute read

Signs suggest Europe’s economy might avoid a serious downturn.

6 minute read

Fundamentals suggest stocks could correct in the coming months before rallying into year-end.

5 minute read

We're probably not yet at a "just right" stage for stocks, especially of the growth variety.

7 minute read

The surge of hires in January likely keeps the Fed in hawk mode.

7 minute read

Bulls looking past the crosscurrents … for now.

6 minute read

Decent headline gross domestic product growth belies weakness in several core components.

8 minute read

Can the equity rally survive deteriorating fundamentals, a tight-as-a-drum job market and inverted yield curve?

Persistent inflation and the Fed’s efforts to fight it will lead to a mild recession, but investors can find opportunities across equity, fixed income and cash.

8 minute read

In volatile markets, stock picking and picking your spots may offer investors the best options for returns.

Inflation cooling but labor market remains healthy.

7 minute read

2022 was tough. 2023 will have its challenges but be perched for opportunities.

5 minute read

Two market indicators suggest equities could enjoy a better year. 

7 minute read

Modestly more constructive on stocks as rocky landing approaches final phase.

2 minute read

Three things to watch in 2023.

8 minute read

A flush consumer could make for a slow-cession instead of a recession.

Opportunities can be found in small-cap markets.

6 minute read

But the ISM services decline was a bigger story.

2 minute read

Three things to watch in 2023.

8 minute read

Looks like 3 decades of disinflation are coming to an end.

2 minute read

Three things to watch in 2023.

4 minute read

An earnings and Fed Catch-22 could keep S&P range-bound for coming months.

Consumers are showing restraint amid still-high inflation.

The Fed pushes back against market expectations.

2 minute read

Three things to watch in 2023.

45 minute listen

Silvia Dall’Angelo, Donald Ellenberger and Steve Chiavarone discuss global inflation and whether the markets have already priced in a recession. 

Republicans fail to achieve expected midterm election gains.