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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Consumers are understandably vocal about inflation’s hit to their pocketbooks. But Talley Léger believes investors can potentially benefit in both hot and cold inflation environments.
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Senior Portfolio Manager Ido Cohen1 discusses the impact of online shopping, COVID-19, inflation and supply chain disruptions on this year’s holiday shopping season, and where his team is seeing opportunities in the consumer sector.
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The jousting between the U.S. and China has spilled into the financial markets as both countries look to rein in technology companies for both national security and domestic policy reasons. Policymakers in the U.S. have become concerned that China is using access to U.S. capital markets and technology to improve its military and security apparatus.
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U.S. Congress usually has one or two big items to pass before the holidays. But this year seems especially fraught with crises both fiscal and political. We detail four issues to watch.
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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: 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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Investors are feeling fearful about several issues. But Talley Léger believes inflation, Chinese growth concerns, and coronavirus cases should become less scary as time goes on.
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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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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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