PGIM: Commodities Set To Gain Amid Elevated Inflation Regime
With inflation still elevated, is now the time to revisit exposure to commodities as a diversifier? After surging in the post-pandemic recovery, U.S. and developed market inflation has pulled back from historic highs but has yet to revert to pre-pandemic lows. Historically, periods of high inflation have produced notably different outcomes across asset classes […]
Visual Capitalist: Visualizing The Rising Cost Of Government Debt
Today’s high interest rate environment is making the cost of servicing the national debt more expensive, and this is projected to increase further in the future. While the previous decade of low rates made high debt loads easier to manage, the current climate paints a very different picture. Roughly $2 […]
John Hancock: Weekly Market Recap Week Ended August 23
Fed pivot approaches U.S. Federal Reserve Chair Jerome Powell declared in a speech on Friday that “the time has come for policy to adjust,” reinforcing market expectations for an initial interest-rate cut at the Fed’s next meeting ending September 18. Speaking in Jackson Hole, Wyoming, Powell noted that the labor market has recently cooled while […]
The E-Valuator RMS Funds: H1 2024 Overview
Join Kevin Miller, CEO of The E-Valuator Funds, for an insightful recap of the first half of 2024. He’ll delve into market indexes, share his outlook on the economy and recession, and explore what lies ahead. Don’t miss this comprehensive overview and much more!
Visual Capitalist: Global Deby Hits a New High of $315 Trillion
The global debt stock hit a new record in the first quarter of 2024, increasing by $1.3 trillion in just three months. This deluge in borrowing is a widespread trend across economies. While the U.S. and Japan were the largest contributors across advanced economies, China, India, and Mexico drove the largest share in emerging markets. […]
John Hancock: Weekly Market Recap Week Ended August 16
Inflation moderation A key measure of consumer price inflation slipped below 3.0% for the first time since early 2021, and a separate report on wholesale prices came in better than forecast, reinforcing expectations for an interest-rate cut next month. The Consumer Price Index in July increased 2.9% from the same month a year earlier while […]
LPL: More Pullback Perspective
Jeff Buchbinder | Chief Equity Strategist Last Updated: August 07, 2024 Additional content provided by Colby Hesson, Analyst, Research. This latest bout of market volatility has been unsettling, especially after such a calm 2023 and 2024 for stocks. However, with the benefit of some historical perspective, volatility of this magnitude is quite common. That said, […]
Visual Capitalist: American Stock Ownership Back at All-Time Highs
Today, the proportion of Americans’ financial assets invested in public stocks is nearing record highs, just shy of the peak seen in 2021. Investor confidence, a strong U.S. economy, and superior historical performance over the last several decades is driving allocations to equities. In 2024, 41.6% of U.S. households’ financial assets are tied to […]
LPL: Can Stocks Predict Another Election Outcome?
The road to 1600 Pennsylvania Avenue is always filled with twists and turns, but the rollercoaster of this election year is unprecedented. A disappointing debate from President Biden drove his re-election bid into an early exit; former President Trump suffered an assassination attempt, and Vice President Kamala Harris emerged as the only official candidate seeking […]
Visual Capitalist: The Largest Company in Every Sector of the S&P 500
The Concentration of S&P 500 Sectors The S&P 500 index is made up of 11 sectors of varying sizes, including Information Technology, Financials, Consumer Discretionary, Energy, and more. Within the index, each sector is weighted differently. The Information Technology sector makes up almost a third of the index at 32.4%, while Financials make up 12.4%. […]