Despite the weakening in global leading economic indicators, our framework still points toward an expansionary regime. Find out why from Alessio De Longis in this month’s tactical asset allocation update.Comments Off on Tactical asset allocation update: September 2021
September has a pretty bad reputation among investors, but is the wariness warranted? Brian Levitt explains why the case against September may be overstated.Comments Off on Is September really a bad month for stocks?
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.
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.Comments Off on Powell reassures markets that the U.S. Federal Reserve won’t rush rate hikes
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.Comments Off on As COVID cases rise, will U.S. Federal Reserve Chair Powell address tapering?