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10 minute read
4 minute read
The rally broadens.
The opening salvos, at least, were fairly tame.
7 minute read
New year starts with hiring and wage growth.
8 minute read
Investors got a "wake-up call" this week.
Revisions are possible due to inventory and trade data.
2 minute read
The Fed kept rates steady, and Chair Powell kept his distance from Trump.
The short term is not the enemy of the long term.
The market cheered strong earnings and a new administration.
Preparing for volatility while staying positioned for a positive long-term outcome.
6 minute read
Peak policy uncertainty.
Moderating inflation has restored confidence in the rally.
3 minute watch
The effect on international equities might depend on some Trump policies.
5 minute read
Stocks playing catch-up with bond market sell-off.
The yield curve is back with a vengeance.
Employment strength should keep Fed on the sidelines for some time.
Three things to watch in 2025.
13 minute read
Potential surprises for the market in 2025 seem balanced; staying tilted toward stocks, with cash in reserve for a correction if it comes.
After back-to-back great years, could we expect solid returns in 2025?
A hawkish Powell and DC standoff interrupt animal spirits.
As the Fed slows its pace, shoppers are increasing theirs.
There's some evidence of a tired market as investors anticipate 2025.
The coming year may be more volatile than the one nearly past.
Moving more money out of Europe/Japan to US and emerging markets.
3 minute read
Rate cuts and deregulation could help lead the segment higher.
Since the election, consumer and business sentiment has improved.
The US is doing quite well, especially when seen in perspective.
Labor market rebounds from October weather and strikes.
One reason is rate cuts.
If your Thanksgiving guests violate the no-politics discussion rule, shut it down with policy.
The themes that matter for the coming year.
Confidence high and stocks higher as election gives way to holidays.
The Aloha Spirit, "the breath of life," may be just what the doctor ordered.
Markets should rise toward 7,500 in 2026 as Trump’s growth agenda plays out and the chess game moves forward.
Will rising post-election confidence boost holiday sales?
A look at the impact Trump's potential policies might have on international markets.
The market may be a little giddy but be careful of snap decisions.
Resurgent inflation and stronger growth render the Fed’s rate-cutting plans uncertain.
2 minute watch
The math of dividend investing is one that works out over years.
Deciphering the outlook will depend on understanding we are in a chess game.
With an equally divided electorate, what happened?!
Republicans closing in on 'Red Trifecta.'
Federated Hermes CIOs react to the U.S. election.
An exhausted electorate wonders what the post-election future holds.
Investors, voters and the Fed will likely look past the October jobs report distorted by hurricanes and strikes.
Bonds sold off, stocks held on and the election drew one week closer.
Beijing goes for growth.
9 minute read
All five worries on the wall are fading as year-end approaches.
2025 will come with clarity on interest rates and politics.
Which depend on revenues, which depend on employed consumers.
Will Fed’s data dependency generate market volatility?
Prepare for volatility leading up to the election before a year-end rally.
The bullish stock market seems to be overlooking deteriorating fundamentals.
Amid many uncertainties and difficulties, this market keeps its chin up.
MDT’s recently created Industry Moat factor helps identify under-appreciated companies. Here’s how it works in practice.
Remaining cautiously bullish as market grinds into fourth quarter.
Recent good news augurs well for more of the same.
Robust September jobs report supports view the economy is headed for rotation, not recession.
The case for a strategic long-term allocation remains strong.
With so much to worry about, it's easy to forget how much is going right.
Weakest Back-to-School spending in 15 years.
China bazooka follows Fed's big cut, fueling the cyclical trade; U.S. elections on deck.
An early, soft-landing Christmas present with a bow on it?
Federal Reserve ‘recalibrates’ monetary policy.
Loneliness is bad, but solitude is amazing!
On the cusp of cutting rates, the only unknowns are the pace and magnitude.
Rate cuts seem imminent. How might investors adapt their portfolios?
‘R’otation continues, even as ‘R’ecession now in play.
Bouts of volatility need a good tonic.
Fed on track to begin cutting rates later this month.
1 minute read
Sticking with our broadening-out call as market moves our way.
And it has parallels to the present day.
Presidential elections typically gather steam after Labor Day.
For investors looking for a change in direction, China's Third Plenum was underwhelming.
Powell adopts dovish tone in his Jackson Hole keynote
The Fed says the time has come.
The market has regained its composure - for now.
Will politicians finally address the ballooning U.S. debt and deficit?
Reasons why we think the market will remain volatile and 'The Great Rotation' will continue.
Can electric vehicle sales grow enough to meet the government’s target?
And then what?
Holding to overweights in value and small cap stocks; too early to add back to growth.
The sell-off was sparked by the latest U.S. jobs data, but other things were in the mix.
At historic discounts to large company stocks, small is beautiful unless ... the "R" word.
Weak jobs report should prompt Fed to cut rates in September.
Mid-cap companies can combine the beneficial features of both large and small companies.
Holding to rotation call as thesis playing out.
And if so, into early-cycle small caps or late-cycle defensive dividend payers?
Combination could chill the Fed longer than the consensus believes.
Investors may balance the dramatic outperformance of a select few stocks with a diversified portfolio.
I'm waiting up here in the cart.
Strong dollar entices Americans across the pond, boosting economies.
1 minute watch
The Fed is historically reticent to change policy before an election.
Compare Biden and Trump in terms of policies and the potential investment implications.
The U.S. economy is slowing and inflation declining, but when will the Fed cut rates?
Selectively taking profits in stocks but maintaining positive stance.
Were you able to keep the fireworks strictly to the sky?
Headline payroll strength hides weaker details.
It could be years before the Fed reaches its 2% target.
The market is standing tall at the end of Q2, but it's hard not to have a few worries.
The presidential debate may be the only one in the election cycle.
We bulls expect the rally to finally broaden … but not just yet.
The market for GLP-1 drugs is vast because it's not just weight they alleviate.
After years of negative sentiment, the outlook for Chinese equities finally appears to be improving.
Our optimistic market outlook has been right, but our 'broadening out' thesis has yet to work.
Filling up at the pump matters to voters.
Despite dovish inflation data, Fed issues hawkish dots.
The small-cap opportunity investors have been waiting for may be at hand.
Without a majority, Prime Minister Modi must assemble a coalition.
Can you guess the common threads in each of these four recent news categories?
Nonfarm payroll strength belies weakness in other areas.
It’s all about the data.
Fed likely to take the summer off.
If so, which decade are we reliving?
The economy is sending confusing messages, but the market keeps lurching ahead due to FOMO.
Baby bust fuels need for immigration and Social Security reform.
Global Market Snapshot
Staying overweight stocks and small caps, even as election looms.
Next year looks far away from here.
Stocks soar as CPI eases despite declining retail sales and confidence.
The U.S. Treasury’s plan to buy back some of its securities should have many benefits.
It depends on whom you ask.
Other inflation metrics remain sticky and persistent.
If so, they—and investors—stand to benefit.
The Fed may be dovish just by not being hawkish.
Does today’s soft jobs report successfully change the Fed's narrative?
Cooling GDP and accelerating inflation problematic for the Fed.
Inflation, politics and the market's dyspepsia have investors on edge.
Dividend-oriented stock investing is poised for a resurgence.
With yields rising and P/Es contracting, we need good first-quarter earnings.
Geopolitics, seasonality, interest rates and stubborn inflation have all come calling.
Re-accelerating inflation and strong labor market delay Fed cuts.
I know you're waiting for that correction.
Much stronger-than-expected jobs report keeps Fed rate cuts on hold.
A healthy labor market coupled with productivity growth could be just the thing.
With solid growth, sticky inflation and surging stocks, the Fed is in no hurry to cut rates.
Holding to overweight stocks call despite consensus moving our way as "Goldilocks Plus" drives market higher
The central bank hasn't cut and yet the market cheers.
Is the equity market rally inconsistent with Fed policy?
Signs of resurgent inflation may be gradually countered by a change in the labor market.
Biden left more questions than answers about his economic policies in his SOTU address.
Can an effervescent market lead to durable gains?
Strong headline gains but weak data underneath.
The Fed is in no rush to cut rates.
The GRANOLAS group of stocks are Europe’s equivalent of the Mag 7.
2024 could be a great year if we navigate it right.
The end of rolling recessions bodes well for risk assets.
What's even better than a Goldilocks market?
Strong wage growth keeps Fed cuts off the bases.
Remaining “Long and Strong” as earnings season and economic data vindicates optimists.
Inflation data reminded us this week that we're not out of the woods yet.
Dismal retail sales in January cap a weak holiday spending season.
After a bumpy 2023, small-cap U.S. stocks are in a good place.
A surprisingly strong economy could mean higher for longer, longer
At the end of the day, it'll be a gift for competitors.
Might a summer storm lie ahead for investors?
Could energy buck conventional wisdom?
If it is, bubbles can last a long time.
Weakening confidence should give Fed the slowdown it wanted.
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