by Lance Roberts | Nov 15, 2022 | alerts, Markets/Economy, Real Investment Advice
With the midterm elections behind us, does the market outlook improves given a now gridlocked Congress? Historically speaking, such is the case. As noted by Michael Cannivet via Forbes: “Before you hit the panic ‘Sell Everything’ button, though, it’s worth considering...
by Sagarika Jaisinghani and Norah Mulinda, Yahoo.com | Nov 14, 2022 | alerts, Markets/Economy
(Bloomberg) — US stocks will end 2023 almost unchanged from their current level — but will have a bumpy ride to get there, according to Morgan Stanley’s Michael Wilson. The top-rated strategist sees a “volatile path” to get to his 2023 year-end S&P 500 base-case...
by John Mauldin | Nov 11, 2022 | alerts, Markets/Economy, Mauldin Economics
Early this week, with the severe inverted yield curve and other signals flashing recession, I planned to use this letter to delve into the data. Then Thursday’s CPI data convinced markets to blow the all-clear whistle. Lack of any “green shoots” would have been out of...
by Lance Roberts | Nov 11, 2022 | alerts, Markets/Economy, Real Investment Advice
Since June, the market rallied on hopes of a “policy pivot” by the Federal Reserve. However, those hopes got dashed each time as Jerome Powell clarified that the “inflation fight” remained the primary focus. Mr. Powell made that point very clear following the latest...
by Lance Roberts | Nov 8, 2022 | alerts, Markets/Economy, Real Investment Advice
There was a time when a large portion of Americans belonged to the “middle class.” It meant you could afford a decent living standard, such as owning a house and a car and had savings in the bank. When “baby boomers” reminisce about the “good ole days,” they are...
by Barbara Kollmeyer, MarketWatch.com | Nov 4, 2022 | alerts, Markets/Economy
The 70s are proof investors shouldn’t give up on that Fed pivot, says the bank Stagflation is coming, but with that comes a silver lining for some equities if history is any guide. That’s according to strategists at Bank of America, who see a macro backdrop that...