What will the White House do with student debt?
Hot July jobs report keeps Fed on warpath against inflation.
Continuing rally hopes face structural inflation headwinds.
Seeking opportunities amid volatility.
Next month will mark a half-year of hikes, time enough to evaluate their impact.
But high inflation and Fed tightening are taking us closer.
Uncertainties casting doubt on the rally.
The Fed raises interest rates by 0.75% for the second month in a row.
Battery technology, charging stations, safety and costs among key issues.
It's inflation versus recession with the Fed in the starring role.
Rising recession risk favors defensive dividend stocks, cash and Treasuries.
Hot inflation, stagflation concerns, recession fears and a hawkish Fed.
Investment and life lessons from Stephen Auth.
After years of playing defense, it's time to think offense.
Inflation and recession face off as the market weighs which is worse.
Fed on track for a 0.75% hike in late July.
Markets might be setting up for '70s' era modest returns.
And the storm might not be over.
Could it be setting investors up for a glorious winter?
The Fed’s willingness to shift on volatile data makes rate expectations difficult.
Selling equities into rally as outlook for 'Rocky Landing' grows more likely.
Our international team sees opportunity in China, Asia.
Fed policy shift should cool the housing market.
Unfortunately for workers, wage inflation at heart of Fed tightening.
Nuclear could see a resurgence as world turns to cleaner energy.
Markets are adjusting to the new Fed regime.
The market’s late shift in expectations gave the Fed the opportunity for a 0.75% hike.
Nearing level to leg back in but staying defensive as Fed attempts 'rocky landing.'
Consumer Price Index surges to a new 40-year high.
Helpful qualities in a market that's distributing so much pain.
Fed should give investors no reason to stray from short-duration, value strategies.
Contradictory data offers something for optimists and pessimists.
Fed remains on track for more half-point hikes.
Up, but until there is more clarity, maybe not much.
The Fed must rely on the data and not its policy framework to curb inflation.
Consumers powered the recovery and markets. Will they hold up?
Stagflation and recession risks growing.
A near-term bottom may be in sight.
No recession on the immediate horizon.
Consumers may hold the key to whether it's a recession or "softish" landing.
It will (it always has). Growth investors need to be ready.
The U.S. should ramp up energy production.
Cash tops shopping list but other possibilities starting to look promising.
Our bias is to add to risk. We’re just not there … yet.
War-driven food crisis could spawn destabilizing uprisings all over.
The news on earnings and the economy is good. Markets don't care.
Is the labor market slowing?
With a 50 basis-point hike, the Fed hopes to stick it to inflation.
The Fed rate cycle and the SEC money fund reform process are ready to begin in earnest.
Unrelenting demand presents challenges as Fed seeks to unwind price pressures.
Fed still on track for a half-point hike.
More rate hikes would favor cash, floating-rate securities and value stocks.
The Fed's abundant messaging has the market doing its work for it.
Consumers and businesses don't seem to mind too much ... yet.
Washington policies helped to create runaway inflation.
5 reasons growth investors can take heart in 2022.
Russia’s invasion, higher energy costs, soaring inflation, hawkish Fed…
Inflation that moderates but stays elevated can be a problem.
Bonds wrestle with pricing Fed, war and inflation outcomes.
The only question for investors: at what cost?
A host of negative factors could end the recent rally.
Today's challenges play into this asset class' strengths.
Year-end S&P forecasts for 2022 and 2023 lowered to 4,800 and 5,100.
Fed on pace for half-point hike in May.
Russia-Ukraine conflict taking its toll.
R.J. Gallo, Susan Hill and Phil Orlando weigh in on the latest Fed action and inflation expectations.
The Treasury yield curve isn't matching the futures market’s view of rate hikes.
Still cautiously favoring equities as unpredictable Putin plays under his own rules.
The U.S. must pursue a dual-track energy policy.
Greenspan supported U.S. markets. Now it's President Xi Jinping's turn in China.
It may feel similar, but the differences are many.
But is the equity rally a head fake?
Like the NCAA tourney, uncertainty reigns in markets.
Policymakers don't want to undo 40 years of restrained inflation expectations.
The Fed hiked rates and put inflation on notice with hawkish projections.
Hard to call a bottom when investor fear is missing.
Scenarios vary but on a 12-month view, stocks should be higher from here.
Health-care innovation continues to accelerate.
Ukraine, energy, inflation and Fed driving markets.
Second consecutive sharp gain puts Fed on track to hike.
Defensive stocks can offer refuge and potential rewards.
The FOMC 'dot plot' will be as important as an actual hike.
Is the market putting in a bottom on peak everything?
Foreign crisis joins two other "Fs" affecting markets: fiscal policy and Fed.
The crisis in Ukraine likely takes a 50 basis-point hike in March off the table.
The Ukraine situation likely accelerates recent sell-off.
Invasion fallout does some of the Fed's work for it.
Its offense (dividends) and defense (lower multiples) play well in current environment.
Holiday sales were surprisingly robust
A better back-half looms for equity investors. Getting there could be rocky.
Shortages shed light on role of microchips in unlocking information's value.
Fed must juggle inflation versus recession risks.
Midterm election years are particularly challenging.
As rates rise, look for opportunities on the shorter end.
The sector continues to lead through broader market turmoil.
The labor market ignored omicron and winter weather in January.
Rate normalization is almost a go.
Megatrends and secular shifts continue to create long-term opportunities.
Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.
If there's no recession in sight, stay bullish.
The long wait is over.
The Fed didn't raise rates today, but Chair Powell let the markets know it's coming.
Inflation spiking while job growth and consumer spending have slowed.
Our outlook across asset classes.
Fortune favors companies that can pass on cost increases.
Ratings upgrades and rebounding economy create favorable backdrop.
And if it does, the world becomes a more dangerous place for investors.
It's all about inflation expectations.
New year presents new opportunities across sectors.
Three things to watch in 2022.
Two early-year stock market indicators point in different directions.
Stubborn inflation and hawkish Fed pivot add to bond market challenges.
Fed tightening and evaporating fiscal stimulus should make for a bumpy road.
Fed poised to hike rates in March
Better returns likely in value stocks but keep an eye out for 'The Four Fs.'
Season is bright for retailers, despite headwinds.
Omicron is weighing on psyches, but not so much markets ... yet.
The Fed increases the pace of taper and expectations for rate hikes.
Omicron is a nonevent for the markets.
The omicron variant is driving the markets now.
Reiterating 4,800 and 5,300 '21 and '22 targets and value tilt
Americans using pocketbooks to fight back against Covid weariness.
The November jobs report's low headline number belies its internal strength.
Powell's nomination provides stability as uncertainty lingers.
Lots to be thankful for amid the divisiveness.
But Thanksgiving will be more expensive this year.
Market risks stay skewed to upside but inflation and possible policy errors lurk.
Were off-year results a wake-up call?
Robust spending and low delinquencies bode well for yields.
With inflation soaring and tapering starting, President Biden's choices for Fed seats are crucial.
It seems some may be earning plenty, for now, just trading crypto.
The infrastructure bill benefits municipalities and muni investors alike.
Companies with pricing power still offering potential.
Popular meme seems perfect for this market.
Solid gains across the board in October.
The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.
The case for an active approach to the short end of the bond market.
The success of the Fed’s first taper gives us confidence it will work well again.
We see a variety of reasons for the pullback in Q3 GDP growth.
Market marches forward as Dems scale back.
Finding value in a frequently misunderstood sector.
We could do without leisure suits (maybe) and stagflation (definitely).
Economy slows noticeably, while inflation remains elevated.
Still room to run, with a tilt toward cyclical companies with pricing power.
Aisle 3 is already sold out and it’s only October.
This is not the 1970s ... not even close.
Ships that stole Christmas
Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Semiconductor shortage is an all-around positive for these asset-backed securities.
Bond market plods ahead amid looming uncertainties.
Job gains miss while wages soar.
And now for something completely different ...
Fiscal policy uncertainty adds to market volatility.
Like a fox. China knows what it's doing.
The drama over the debt ceiling is a waste of time and energy.
Investors uncertain as country shifts from fighting poverty to fighting inequality.
Investment managers, the finance industry and the Fed have contingencies for the debt ceiling drama.
The arrival of favorable seasonality supports bullish forces.
Typically yes, but headwinds might diminish them.
Taper may start in November, with first rate hike by late next year.
3 sectors may help investors deal with market obstacles.
A near-term pullback could represent an opportunity for long-term investors.
Biden’s decision on Powell and others risks market volatility
A tax and spending bonanza looms.
The economy is slowing amid a host of headwinds.
With Merkel exiting, the center-right CDU suddenly looks vulnerable.
Markets will be watching closely as the House speaker orchestrates reconciliation.
The August jobs report is a huge miss.
Brief summer lull didn't derail solid fundamentals.
Fed Chair Powell stuck to the script at the central bank symposium.
Policymakers likely want to see a few more developments before announcing it.
'Buy the dips' continues to be the prevailing philosophy.
And most important, who decides?
We see inflation as a sustainable trend.
Like a quality stock, I can count on these fabulous shoes.
Can the pattern hold?
If everyone expects a pullback, maybe it doesn't come.
Will free college and absolving student loans make a difference?