Stocks
Stocks content
Market Commentary
Actual third-quarter earnings may be less important than what business leaders say about their expectations.
Market Commentary
The July labor market report had talking points for both the economic bulls and bears; with Congress on the hot seat to keep the recovery from faltering.
Market Commentary
Earnings have so far bested an extremely low bar, but stocks may be discounting too swift a recovery; while concentration remains a risk.
Market Commentary
Rate of change and inflection points in economic data drive stocks; but in these unique times, the level of said data needs to be considered, too.
Market Commentary
The dominant question we’ve been getting from investors is about the perceived disconnect between what’s happening on Main Street and what’s happening on Wall Street.
Election 2020
How presidential elections affect the market—and vice versa.
Market Commentary
As expected, a long and strong move up in stocks attracts more and more believers and adherents, which can stretch sentiment to extremes, like now.
Market Commentary
Next year is set to start on a high note, with consumers and the Fed keeping the economy and market afloat; but risks remain elevated, including trade and elections.
Market Commentary
The U.S. economy likely will remain split in early 2020.