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Markets
27322 posts
Weakening or normalizing? A big-picture view of the global economy
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Consumer concerns - There is concern about US…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Jurrien Timmer: The Broadening Broadens Abroad
by Jurrien Timmer, Director of Global Macro, Fidelity Investments The Broadening Broadens Abroad Week of September 30, 2024…
China’s Stimulus Surge: A Boost for Markets or a Risky Bet?
China’s latest stimulus, launched in September 2024, represents an effort to stabilize an economy struggling with internal and external pressures. But the question remains:
Hamilton Australian Banks ETF Shines as Macquarie Group Leads the Charge
by SIACharts.com Macquarie Group Limited is an Australian multinational investment banking and financial services group headquartered in Sydney…
Equity Outlook: As Volatility Rises, Resist the Tactical Temptation
by Nelson Yu, Senior Vice President, Head of Equities, AllianceBernstein Market conditions are shifting fast. But making impulsive…
What Will Fed Rate Cuts Mean for the U.S. Dollar?
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd How will the U.S. dollar respond…
October Seasonals: Trick or Treat?
by George Smith, Portfolio Strategist, LPL Research September didn’t live up to its reputation as a scary month…
Berkshire Hathaway Bets Big on HEICO: Is This Aerospace Giant the Next Market Leader?
by SIACharts.com HEICO Corporation (HEI) is an American aerospace and electronics company that manufactures products for aircraft, spacecraft,…
Welcome to the Benjamin Button economy
by Jared Franz, Economist, Capital Group In the 2008 movie, The Curious Case of Benjamin Button, the title character…
Money in Motion: A Barbell for Rate Cuts
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Investors can use a barbell strategy aiming…
Stock Market Ideas for Fed Rate Cuts
by Jeff Weniger, CFA, Head of Equity Strategy, WisdomTree Key Takeaways: Pairing DLN for its downside resilience with…
Wesbury: Profits and Stocks
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
From the Bottom to the Top: How Constellation Energy Became a 2024 Market Leader
by SIACharts.com Throughout the year, SIA has consistently highlighted the Utilities sector as a leading area for investment…
The “Everything Market” Could Last A While Longer
by Lance Roberts, RIA We are currently in the “everything market.” It doesn’t matter what you have probably…
Party in the USA: Election Facts (and Markets)
by Liz Ann Sonders, Chief Investment Strategist, Kevin Gordon, Charles Schwab & Company Ltd. Historically, staying invested has…
