“We’ll Know It When We Hit a Tree”: Gundlach’s Warning on Fed Paralysis & the End of U.S. Exceptionalism
Read More Bond Market Bond Yields Credit Credit Markets Economy Fixed Income Insight Markets Outlook Technical Analysis “We’ll Know It When We Hit a Tree”: Gundlach’s Warning on Fed Paralysis & the End of U.S. Exceptionalism We note that the conversation1 discussed here took place last week, ahead of the White House’s announcements on… byAdvisorAnalyst
Read More Economy Insight Markets Outlook Trade US Stocks The Link Between Tariffs And The U.S. Federal Budget Receipts from tariffs will be difficult to forecast. by Carl Tannenbaum, Chief Economist, Northern Trust ariff talk has… byNorthern Trust
Read More active investing Insight Markets Outlook Strategy US Stocks value investing Thank You Warren Buffett by William Smead, CIO, Smead Capital Management Dear fellow investors, In light of the announcement that Warren Buffett… bySmead Capital Management
Read More Insight Markets Outlook Seasonality Technical Analysis US Stocks Sell in May and Go Away? by Adam Turnquist, Chief Technical Strategist, and Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial The S&P 500 ended… byLPL Financial
Read More Economy Insight Markets Outlook Recession No Recession in Sight Yet by Hubert Marleau, Market Economist, Palos Management May 9, 2025 Last week, I wrote: “The economic outlook and… byHubert Marleau, Market Economist, Palos Management
Read More Insight Markets Outlook SIA Technical Analysis US Stocks CRWD Surge: Why CrowdStrike and Cybersecurity Stocks Are Crushing the Market by SIACharts.com Shares of CrowdStrike Holdings Inc. (CRWD) have climbed back to the top of the SIA Nasdaq… byAdvisorAnalyst
Read More Europe Global Investing Insight Markets Outlook Stocks Technology US Stocks value investing The Return of Value: Bargain Hunting and Global Opportunity in a Volatile Market As the market continues to adjust to a regime of higher-for-longer interest rates and heightened geopolitical friction, Mackenzie… byAdvisorAnalyst
Read More Economy Insight Markets Outlook US Stocks Is US Exceptionalism Over for Equity Investors? by John H. Fogarty, CFA, Co-Chief Investment Officer—US Growth Equities, AllianceBernstein It’s the big question that many equity… byAdvisorAnalyst