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Macroeconomic & Geopolitical
MarketScape: Inflation May Have Peaked, but Uncertainty Looms
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Stocks have rebounded on signs that U.S. inflation may have peaked, but investors face potentially muted returns while the risk of sticky inflation remains.
Market Outlooks
Lower U.S. Inflation Supports Stocks, Consumer Goods Firms to Report Earnings
July inflation fell below estimates and declined from June. Walmart, Home Depot and Target are scheduled to report earnings as investors track inflation’s effect on companies.
Market Outlooks
MarketScape: How Value Stocks Performed After Technical Recessions
Investors may worry that value stocks’ outperformance may be coming to an end, but history shows a different pattern. Chief Investment Officer for Global Equities Michael Hunstad, Ph.D., examines value’s performance after technical recessions.
Market Outlooks
Weekly RIA Pulse Report - Week of August 15, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Macroeconomic & Geopolitical
An End to the Build Back Better Saga?
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After more than a year of intraparty negotiations, Democrats are on the cusp of enacting the Inflation Reduction Act.
Market Outlooks
Weekly RIA Pulse Report - Week of August 8, 2022
Curated content for RIAs.
The investment, risk and business activities executed by RIAs across the nation.
Policy and Regulatory Commentary
Looking at the Midterm Polls as D.C. Rolls into August
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With less than 100 days remaining until Election Day, most will spend this month intensely focused on courting voters at county fairs, hometown Labor Day parades, and other events.