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Market Outlooks
Weekly Market Compass: We don’t anticipate ‘stagflation’ in 2022. Here’s why.
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Now that our 2022 outlook is out, one of the questions I am getting is why we don’t believe 2022 will be a “stagflationary” environment in the United States.
Market Outlooks
Weekly Market Compass: 2022 Investment Outlook: Assessing the path ahead
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It’s that time of year again, when we release our Investment Outlook for the coming year.
Market Outlooks
Weekly Market Compass: Investors grapple with uncertainty as Omicron rattles markets
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In my Nov. 1 blog, Nine things to watch this week, I wrote, “I keep hearing that the stock market doesn’t care any more about COVID, that we have moved past it.
Market Outlooks
Weekly Market Compass: Five reasons not to be fearful of inflation
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Everywhere I go, every channel I turn to — it seems all I hear is the “i” word.
Market Outlooks
Weekly Market Compass: On the path to normal
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Last week, several things happened that help confirm my view that we’re definitely heading toward a more normal, pre-pandemic world.
Investing Ideas
[Infographic] Electric-vehicle sales are soaring, driving changes in the market
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Electric vehicles are becoming more popular, but changing the market with each purchase.
Market Outlooks
Weekly Market Compass: Nine things for investors to watch this week
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November is starting off with a flurry of activity. Central bank meetings in the US, England, and Australia are expected to create headlines.
Macroeconomic & Geopolitical
Maybe markets should forget about 'transitory'
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Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Market Outlooks
Chips are down but auto ABS opportunity is up
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Semiconductor shortage is an all-around positive for these asset-backed securities.
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.