Capital Group: New Reality For Investors
There’s a new reality taking shape in global markets. Commentators have in the last few months mostly focused on a rotation from growth to value, but I think that view is too simplistic. I see many shifts happening simultaneously that could likely define the next decade in markets around the world. Many investors […]
John Hancock: Weekly Market Recap Week Ended November 25th
Holiday shopping outlook The short-term outlook for U.S. retail sales was mixed as of Black Friday, the unofficial start of the U.S. holiday shopping season. The National Retail Federation expected holiday sales during November and December to rise between 6% to 8% from last year. However, […]
Alliance Bernstein: From Fear To Hope
After a tough year for equities, is a recovery imminent? While nobody can predict when the market will bottom, we do know what happened after sharp downturns in the past. Patient investors can find comfort knowing that strong recoveries are common after sharp drawdowns. Stock market volatility continues to rage, even after recent glimmers […]
John Hancock: Weekly Market Recap Week Ended November 18th
Retail resilience On the heels of a flat result the previous month, U.S. retail sales picked up in October, rising a seasonally adjusted 1.3% from September. That’s the strongest monthly retail gain since February 2022, despite negative factors such as inflation and rising interest rates. […]
LPL: Inflation Tide Turning
Thursday, November 10, 2022 Finally, an Encouraging Report After many months of inflation coming in above expectations, investors finally got a more favorable report with the October Consumer Price Index (CPI) data and are cheering it with a big stock market rally on the news. Both core and headline inflation rose less […]
Schwab: What A Strong U.S. Dollar May Mean For Investors
Should you adjust your portfolio in response to a strong U.S. dollar? Investors across the globe have been flocking to the U.S. dollar since mid-2021, pushing some foreign currencies to their lowest levels against the greenback in years.1 But what’s behind the dollar’s appeal? “Demand for the U.S. dollar has increased for several reasons,” […]
John Hancock: Weekly Market Recap Week Ended November 11th
Inflation relief Although U.S. inflation remains near its highest level since the early 1980s, the latest monthly Consumer Price Index report brought some relief. Inflation rose at an annual 7.7% rate in October—down from 8.2% in September—and 0.4% on a month-to-month basis. Both figures were below the levels that most economists had expected. […]
Putnam: Ridex Income Outlook Q4 2022
As inflation takes root, fixed income opportunities change Fixed Income team Source: https://www.putnam.com/advisor/content/marketOutlooks/1249-as-inflation-takes-root-fixed-income-opportunities-change-2
LPL: Federal Reserve Meeting Recap
Federal Reserve Meeting Recap: Slower Pace But Higher Terminal Rate? Posted by Jeffrey J. Roach, PhD, Chief Economist The Federal Reserve (Fed) ended its two-day Federal Open Market Committee (FOMC) meeting yesterday and the outcome was broadly in line with market expectations. As expected, the […]
John Hancock: Weekly Market Recap Week Ended November 4th
Fed stays the course As expected, the U.S. Federal Reserve lifted its benchmark interest rate by three-quarters of a percentage point, marking the fourth time in a row it’s approved such a steep increase. Looking ahead to its December meeting, the Fed issued a statement that allowed for flexibility to either approve another three-quarter-point […]