U.S. equities are beginning the new week sharply higher, getting a boost from the U.K.'s decision to abandon nearly all its tax cut plans.
Renewed increases in energy prices come at a bad time in the battle against inflation.
Is this the “Superbubble’s Final Act?” Such was a fascinating piece of commentary recently from Jeremy Grantham, famed investor and co-founder of GMO.
Readers of a certain age will remember Carnac the Magnificent, Johnny Carson’s recurring alter ego.
In 1987, Sports Illustrated, the preeminent sports periodical of the time, predicted the Cleveland Indians would win the American League pennant in its baseball season preview.
Inflation concerns on Friday once again pulled the rug from under investors struggling to find their footing as the Federal Reserve's battle against rising consumer prices shakes the economic terrain.
S&P 500 Introduction 2022 has been a bad year price-wise for the stock market as measured by the S&P 500. However, I contend that is not enough to simply know that the market is down, it is even more important to know why.
2022 has been a stormy year for bond investors, and the forecast calls for more of the same. We address today’s biggest investment challenges—from persistent inflation to rising rates to a looming recession—the silver linings of higher yields, wider credit spreads, and strategies for navigating bad weather.
When markets are challenging, your clients look to you to help manage their expectations as well as their hard-earned money.
Millennials were more comfortable with the stock market this year, a May survey found. We explore the outlook for equities through a generational lens.
Core inflation in the U.S. outpaced expectations for September and may fortify the Federal Reserve’s hawkish resolve.
A couple of weeks ago, in our quarterly strategy report, I argued that it appeared that innovation had bottomed.
Digging in a little deeper, we sifted through this first quintile of the S&P 500 for other insights.
Is a recession lurking around the corner in 2023? If so, how might it impact defined benefit (DB) plan sponsors—and what steps, if any, should they consider taking?
Sandpiles can be fun. Nothing beats taking kids to the beach (or being a kid!) and watching their creativity blossom into all kinds of magical shapes. The problem with sand construction is it doesn’t last. I have it on good authority that building your house on the sand probably won’t end well.
As new inflation data pushes the Fed toward continuing with rate hikes, precious metals markets are struggling to make headway.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
You might be surprised to learn that despite the devastation, we do not expect Hurricane Ian to have a material credit impact in Florida.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates.
In August 2020, as the global pandemic was straining emerging countries’ ability to make debt payments, we published a white paper – “Sovereign Contingent Bonds: How Emerging Countries Might Prepay for Debt Relief” – introducing the concept of “sovereign coco bonds,” a way for countries to structure bond agreements to allow for more flexible policy options in the face of a crisis.
2022 has hit investors with an unprecedented 1-2 punch of sharply negative returns in both the equity and fixed income markets, but our Strategic Income team feels the selloff has created attractive opportunities in high yield bonds.
Senior Sovereign Analyst Jon Levy tackles three big questions on the Bank of England's recent operations.
Medical Properties Trust (MPW) claims to be the second largest nongovernmental owner of hospitals in the world.
After enjoying a long period of deflationary conditions, the global economy is being pushed by a wide range of forces toward a new and more difficult equilibrium.
What I want to talk about today is this moral panic we’re having about inflation.
The strong dollar remains a risk to corporate profits and asset prices as the impact on the global economies grows.
The Fed’s inflation-fighting efforts have resulted in a stronger dollar relative to most other major currencies.
U.S. stocks are mixed and subdued as the markets digest another hot inflation report in the form of the September Producer Price Index.
The OPEC+ plan to curb oil production complicates the global economic, inflation, and geopolitical outlook and will likely lead to higher prices for key commodities.
"Carry on!!" was the gruff but oh so welcomed command screamed at me by Marine drill Sergeant Jo Quinn Cruz in October of 1967.
A couple weeks ago, in our quarterly strategy report (see: QSR-Has Innovation Bottomed?), I argued that it appeared that innovation had bottomed.
Robert Leroy Higgins, owner of precious metals dealer Argent Asset Group and the First State Depository (FSD) in Delaware, is in hot water with the Commodities Futures Trading Commission (CFTC).
The era of “TINA”—short for “there is no alternative” and describing a phenomenon where bond yields were so low that many investors felt they had no choice but to invest in stocks, even at stretched valuations—has given way to a market where they can “pay attention to the yield(s).” Or “PATTY,” for short.
When you look at expectations for corporate earnings for the third quarter, you get a bunch of mixed messages.
Cannabis stock Innovative Industrial Properties Inc. (IIPR) claims to be “the leading provider of real estate capital for the regulated cannabis industry.”
U.S. equities are mixed as investors await this week’s highly anticipated September inflation data.
It is as though the finance world decided to take a page out of the music industry's book by recycling a melody with only slight variations.
The World Bank should be a major vehicle for crisis response, post-conflict reconstruction, and, most importantly, for supporting the huge investments necessary for sustainable and healthy global development.
We do not expect the current environment of weakening economic growth to dislodge the long-term staying power of our investment themes and have also taken great care to try to insulate against the most pernicious risks that inflation poses to equity investments.
In recent months, the economy has shown remarkable resilience in the face of a cyclical downturn.
Growth stocks enjoyed a supercharged post-COVID rally before higher rates and inflation dealt a heavy blow in 2022.
Recent economic reports further undermine the politically-motivated argument from earlier this year that the US was already in a recession.
Irvine, California-based Masimo makes non-invasive patient monitoring, measuring and sensing technologies that improve patient care in the hospital, the home, and on the go.
“Market instability” remains the most significant risk to central banks globally.
The Great Moderation has given way to the Great Stagflation, which will be characterized by instability and a confluence of slow-motion negative supply shocks.
Hurricane Ian has laid bare the challenges facing Florida’s insurance industry.
Evidence of a cooling labor market is emerging.
The worst may be behind gold mining stocks. Since hitting a 52-week low on September 26, they’ve risen about 18% and today notched their second straight week of positive gains.
Today I want to talk about why the labor market is so out of balance. Some of this is new and some has been brewing for many years. We will end with some commentary on yesterday’s unemployment report.
Review the latest Weekly Headings by CIO Larry Adam.
A recent MarketWatch article discussed JPMorgan’s Chief Operating Officer, Daniel Pinto, views about a coming mild recession.
