by Lance Roberts | Nov 7, 2023 | alerts, Markets/Economy, Real Investment Advice
Is the bond bear market finally over? That is the question everyone is asking now that bond prices rallied sharply following the November FOMC policy meeting. As noted in the #BullBearReport this past weekend: “On Wednesday, Jerome Powell’s speech sparked a broad...
by Lance Roberts | Nov 3, 2023 | alerts, Markets/Economy, Real Investment Advice
The recent #MacroView blog noted economists are increasingly confident the economy will avoid a recession. Such is due to strong job and retail sales data. Even Jerome Powell, in his recent speech, made note of the strength of the data. To wit: “Additional evidence of...
by Lance Roberts | Oct 31, 2023 | alerts, Markets/Economy, Real Investment Advice
While often difficult, investing rules can help us maintain our focus and investment discipline in volatile or uncertain markets. This year, such has certainly been the case with surging interest rates, expectations of a recession, and geopolitical conflicts in two...
by Lance Roberts | Oct 27, 2023 | alerts, Markets/Economy, Real Investment Advice
Economists no longer expect a recession. Such was according to a recent WSJ survey of Wall Street economists. To wit: “In the latest quarterly survey by The Wall Street Journal, business and academic economists lowered the probability of a recession within the next...
by Lance Roberts | Oct 24, 2023 | alerts, Markets/Economy, Real Investment Advice
The “pain trade” continues to be higher into year-end. We made Such a point in January, suggesting the 2022 “correction” was complete. Let’s review what I wrote, and then we will expand on why we believe the “pain trade” is higher over the next few weeks. “From the...
