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Market Outlooks
Weekly Market Compass: How much will supply chain issues weigh on earnings season?
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Last week in my blog, I mentioned a number of things to watch in October.
Market Outlooks
Weekly Market Compass: After an awful month for stocks, what’s in store for October?
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For those who don’t know me well, I must confess that I am a movie buff — and I enjoy bad movies almost as much as good movies because of their comedic value.
Market Outlooks
Weekly Market Compass: What’s next in the evolving Evergrande situation?
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The China Evergrande situation captured the world’s attention in a big way last week.
Market Outlooks
Weekly Market Compass: What to watch this week: The FOMC and Evergrande
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Markets are watching two critical issues this week.
Market Outlooks
Weekly Market Compass: Markets look for a foothold to climb the ‘wall of worry’
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For the most part, global stocks have had a disappointing run in recent days.
Market Outlooks
Weekly Market Compass: Powell reassures markets that the Fed won’t rush rate hikes
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Last week — in the dead of August — the Kansas City Fed held its annual Jackson Hole Symposium.
Market Outlooks
Weekly Market Compass: As COVID cases rise, will Powell address Fed tapering?
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Over the last several weeks, the idea that COVID-19 would soon be a problem of the past was dashed with recent data. Countries such as Israel — which I’ve described as the “gold standard” of vaccine rollouts — and the United States are experiencing a surge in COVID-19 infections.
Market Outlooks
Weekly Market Compass: The Fed’s foreshadowing may help avoid another ‘taper tantrum’
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It’s “back to school” season in many parts of the world, which always brings back warm memories for me.
Market Outlooks
Weekly Market Compass: A closer look at the Chinese tech sell-off
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I often use this blog as an opportunity to answer pressing questions from clients. And recently, it seems almost all the questions we are getting are about China – what is going on with Chinese stocks and whether investors should abandon them.
Market Outlooks
Weekly Market Compass: What’s driving low Treasury yields?
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Last week, we saw yields on US Treasuries reach fresh multi-month lows. The 10-year yield fell to 1.25% during the week, although it was able to finish the week modestly higher.
Market Outlooks
Weekly Market Compass: Markets watch closely as variants reshape COVID landscape
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Variants emerge as a global concern
The Delta variant (B.1.617) is spreading at a rapid rate, which has caused the World Health
Market Outlooks
Tech stocks’ short-term struggles may lead to long-term buying opportunities
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Technology stocks have been under pressure this year — thus far, the tech sector has been the second-worst-performing sector in the S&P 500 Index in 2021.1 However, while I don’t expect tech stocks to lead the market in performance very soon, I think there are some compelling reasons for investors with a long time horizon to treat any significant tech sell-offs as buying opportunities.