The common narrative is that we’ve (the US) been enjoying a long period of globalization and now that it is going into reverse, it will upend many of the benefits brought by globalization, to the US in particular.
ChatGPT has ignited the world’s imagination about the power of artificial intelligence (AI).
Sound policymaking has helped India modernize and achieve robust economic growth, positioning it to become an increasingly important player on the world stage.
You can’t read or watch financial news these days without a heavy dose of speculation about what the Fed is going to do with short-term interest rates, when it’s going to do it, and how long it’s going to do it for.
A malinvestment bubble has persisted for years, sucking in a considerable amount of capital from many sources.
The market correction has started.
Something like the plot of Atlas Shrugged seems to be playing out across America.
Investors continue to seek signs of a change in season—and clues about how the Federal Reserve might react to it.
Many investors have attempted to capitalize on the inverted yield curve by purchasing long-term Treasuries (assuming continued declines at the long end will cause their bonds to appreciate). In his latest commentary, Venk Reddy, CIO of our Sustainable Credit Strategies, explains why he feels this approach is materially riskier than investing in short duration fixed income.
Federal Reserve officials like to call their decisions “data dependent.” Business leaders say it a little differently, often “data driven.” The point, in both cases, is something like: “We consider relevant data when making important decisions.”
Gold is nearing its strongest buy signal in four months as the U.S. dollar eases off a rally that’s carried the greenback to its highest point since early January.
The auto industry is navigating through shifting conditions in trade, policy, and preferences.
Last week, we discussed why the more bullish technical formations were at odds with the many recession forecasts.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
As the financial services industry has evolved away from transactions and toward financial planning, an interesting shift has happened: more couples have started showing up in advisors’ offices to discuss their investments and their financial plan.
Stocks mixed around mid-day as investors digest data.
Some commentators have argued that today’s market environment—characterized by rising rates and economic growth concerns—is a ripe environment for stock pickers.
Last week, I dissected developed markets EMEA (DM EMEA) stock performance by sector and found that the consumer discretionary sector was driving upward performance.
Passive equity investing has retained its dominance and outflows from active portfolios have continued amid the market and macro shocks of the past year.
U.S. inflation may not be moderating as quickly as many were expecting.
Tony Muhlenkamp provides examples to support the maxim by Ron Muhlenkamp that “Just because everybody knows something doesn’t make it true.”
Time out of school is still weighing on student performance.
Advisors who have business owners as clients need to adapt their discovery process and service plans to help these independent and resourceful investors.
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Contrarian investing requires extra due diligence to identify traits that give investors confidence and conviction to invest in a company when everything and everyone is against it.
Most think so.
Last week I looked at how Canadian stocks underperformed US stocks this year, decomposing North American Performance.
Corn futures traded higher to start the month with weekly USDA data showing an increase in exports week over week.
On October 17, 2022 I posted a video suggesting that: “Don’t Just Buy From Amazon – Buy Amazon.”
Mexico is downstream of shifting trade winds.
Following the 25 basis-point (bp) increase that the Fed announced on February 1, 2023, Franklin Income Investors Chief Investment Officer Ed Perks answered questions about his outlook on US interest rates as well as fixed income and equity securities for the rest of 2023.
Regal Assets, a somewhat prominent gold and silver dealer in southern California, is in serious trouble based on news released last week.
The US economy has reached a crucial juncture point, as several leading economic indicators are on the edge of signaling a recession.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Bullish investors continue to “Fight the Fed,” hoping that a change to monetary policy will reignite the 12-year-long bull market.
After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.
Markets have been volatile, with reports convincing many that the Fed is done hiking rates.
Assumptions can be wise or unwise. They can be unduly optimistic or excessively pessimistic. Slightly different assumptions can produce giant changes in predicted outcomes. Assumptions are necessary but we shouldn’t make them lightly, nor forget we are making them.
This Super Bowl will also be remembered, I believe, as a major turning point in sports betting in the U.S. More than 50 million American adults are expected to bet on the game, the most ever and a remarkable 61% increase from last year.
As inflation fears have receded somewhat—though we’ll see in next week’s US CPI report how much they really have receded—European stocks have had a good start to the year.
Despite mounting evidence supporting recession forecasts, the stock market remains at odds with that outlook.
The Loomis Sayles Mortgage & Structured Finance Sector Team shares insights on consumers, real estate markets and more.
As US inflation gradually eases, the claim that today’s inflationary pressures are the result of a temporary supply shock has re-emerged.
Stocks have been interesting, and one question we have had here at the FRED Report is whether the January rally is a sea change in the markets or a flash in the pan.
After a bruising 2022 for equities globally, Value stocks in the U.S. have become attractive in an absolute sense and worthy of inclusion in one’s portfolio.
The aftermarket auto parts industry has been dominated by fast-growing growth stocks O’Reilly automotive and AutoZone.
Despite the current rally in risk assets that includes US equities, we believe caution remains warranted.
