Central banks in the U.S., UK, Europe, and Canada have all turned more hawkish in the last several months. Kristina Hooper explores how markets have reacted and what may happen next.
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What’s different about the U.S. Federal Reserve’s balance sheet reduction today versus 2014? Kristina Hooper discusses quantitative tightening and what we know about the Fed’s plans for 2022.
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Market participants are letting their imaginations run wild about U.S. Federal Reserve tightening this year. But often, reality is better than what we imagine, says Kristina Hooper.
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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.
Comments Off on We don’t anticipate ‘stagflation’ in the U.S. in 2022. Here’s why.
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.
Comments Off on What to watch this week: The U.S. Federal Reserve FOMC and Evergrande
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.
Comments Off on Markets look for a foothold to climb the ‘wall of worry’
Weekly Market Compass: Is a major economic downturn inevitable? Kristina Hooper explains why she believes the global economy can surpass pessimistic expectations.
Comments Off on Destined for a downturn? I say the economy can weather this storm.
