Just days into the new year, Omicron continues to spread and the U.S. Federal Reserve has turned hawkish. So does this change our 2022 outlook? Not dramatically, but we offer a few notable updates.
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The U.S. Federal Reserve made a hawkish pivot last week. Kristina Hooper examines the implications for markets, with a focus on tech stocks, and discusses what may come next.
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Kristina Hooper shares 10 predictions for markets in the new year, including her view that emerging market stocks could take market leadership over U.S. stocks.
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“Stagflation” is economic stagnation + inflation — and some worry that the U.S. will meet that definition in 2022. Kristina Hooper explains why she doesn’t believe the U.S. is headed for stagflation.
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How will inflation define 2022? Kristina Hooper shares the investment outlook for the coming year, including a base case and two tail risk scenarios.
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As markets assess the risk of the Omicron variant, Kristina Hooper discusses what we know, what we don’t, and what this could mean for specific asset classes.
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Fear is growing about inflation, but Kristina Hooper sees five reasons for investors to remain calm, including the U.S. Federal Reserve’s approach to managing the issue.
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Weekly Market Compass: What does U.S. Federal Reserve tapering have in common with antiviral COVID pills? To Kristina Hooper, they’re both signs that we’re on the path to a more normal world.
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Weekly Market Compass: Kristina Hooper highlights key issues to watch including central bank meetings, the U.S. jobs report, earnings releases, COP26, OPEC+, and much more.
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Weekly Market Compass: Investors are understandably concerned about what could go wrong in the markets, but Kristina Hooper believes they’re overlooking a list of things that could go right.
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Weekly Market Compass: Why does the U.S. Federal Reserve insist inflation is transitory when the data shows elevated prices? Kristina Hooper offers an explainer on different types of inflation expectations.
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Weekly Market Compass: Fears are brewing that supply chain issues will lead to a disappointing earnings season. Kristina Hooper explains what we can glean from earnings so far, and what she’s watching ahead.
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Weekly Market Compass: A few historical crashes have made many investors wary about the month of October. But Kristina Hooper sees several reasons for optimism ahead.
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Weekly Market Compass: Kristina Hooper and her global team summarize what has happened in the Evergrande situation, what the next steps may be, and how this impacts their view of the markets.
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Weekly Market Compass: Will the FOMC announce tapering this week? How much of an impact will China Evergrande’s debt issues have on global markets? Kristina Hooper covers these questions in her weekly commentary.
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Weekly Market Compass: What could help stocks scale the looming wall of worry? Kristina Hooper explains what’s supporting the wall and what catalyst could help.
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Weekly Market Compass: Is a major economic downturn inevitable? Kristina Hooper explains why she believes the global economy can surpass pessimistic expectations.
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Tapering by the U.S. Federal Reserve (Fed) could begin this year, but that doesn’t mean rate hikes must soon follow. Kristina Hooper analyzes Fed Chair Powell’s market-calming speech at Jackson Hole.
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Weekly Market Compass: As COVID spreads, U.S. consumer and investor sentiment have taken a hit. But mobility data remains solid, and boosters may help. What could this mean for U.S. Federal Reserve tapering? Read more from Kristina Hooper.
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Weekly Market Compass: The U.S. Federal Reserve (Fed) is talking a lot about tapering. Kristina Hooper believes this foreshadowing will help calm markets and avoid another “taper tantrum.”
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