September has a pretty bad reputation among investors, but is the wariness warranted? Brian Levitt explains why the case against September may be overstated.
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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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Are the markets headed for “Taper Tantrum: Part Two”? Not necessarily. Brian Levitt details some important differences between 2021 and 2013 that may help.
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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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The global economy remains in expansion, but a near-term peak in the cycle is increasingly likely, as evidenced by some shifting dynamics in the relative performance between sectors, regions, and factors.
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It’s understandable why some investors are concerned about the current market drawdown, but Brian Levitt believes it’s not time to worry yet. Here’s why.
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The re-opening of the U.S. economy post-pandemic has created a colossal burst of inflation, but Kristina Hooper expects it to last only temporarily. Find out why.
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Cyclical stocks have surged off their early-2020 lows, but Talley Leger believes there’s still room to run. Learn more about his outlook for cyclical stocks.
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Weekly Market Compass: How might COVID variants impact global markets? Kristina Hooper assesses what we’re learning and how that news might impact investors.
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Market Weekly Compass: Our base case scenario for the rest of 2021 anticipates that economies will likely accelerate as they re-open, but expects any accompanying rise in inflation to be temporary.
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If you follow me on social media, you won’t be shocked to learn that my colleagues and I are bullish on equities. But why? There are several reasons — 10, in fact — which I’ve compiled below.
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Market Weekly Compass: Markets were dismayed as the U.S. Federal Reserve (Fed) added two potential rate hikes to its 2023 forecast. But the Fed’s “dot plot” isn’t set in stone.
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Find out how adding high yield bonds to an interest rate-sensitive fixed income portfolio can possibly lower overall volatility, while potentially adding return to the portfolio.
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Market Weekly Compass: The recovery picture in the U.S. and Europe became increasingly clear thanks to several key reports issued over the last week.
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ADP’s outsized U.S. jobs report for May reignited investor worries about inflation, but it reinforces Brian Levitt’s bullish outlook for stocks.
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Weekly Market Compass: European retail sales, U.S. jobs, inflation, and tariffs. These are just a few of the things Kristina Hooper will be watching closely in June.
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Weekly Market Compass: Investors with a long time horizon might want to consider any significant tech sell-offs as buying opportunities.
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We expect the global economy to remain in an expansionary regime and see inflation developments as consistent with historical cyclical patterns. While we expect inflation to stabilize towards the end of 2021, we monitor its evolution across categories, with particular attention to wages and inflation expectations.
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Resurgence in demand for scarce resources contributing to a positive outlook for the Canadian dollar.
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