Fed rate cut expectations buoy markets
The last 12 months’ payroll revision was -818,000 jobs.
08/26/2024
5 min read
What a reversal from last week!
After a few volatile weeks, conditions have calmed in global financial markets.
08/19/2024
5 min read
The stock market recovery is almost as impressive as the recent decline
The choppy up and down stock market briefly erupted into a full-fledged panic, as investors abruptly soured on U.S. economic prospects and became impatient with Fed and BoJ policies.
08/12/2024
5 min read
Victoria Fernandez on Bloomberg
Our Chief Market Strategist, Victoria Fernandez, CFA, joined Bloomberg to discuss investment ideas in today’s global markets. “With the continued volatility as we approach historically difficult months for the markets, we’re focused on high-quality names with strong balance sheets and consistent earnings," she says.
08/08/2024
Bob Doll on ThinkAdvisor
"Investors should move toward a conservative positioning," says Bob Doll, CFA. Check out his appearance in ThinkAdvisor for more.
08/07/2024
2 min read
Recession talk resurfaces (finally!)
We were beginning to get nervous about our first prediction for 2024 suggesting a recession to start before year-end and the unemployment rate rising to 4.5%.
08/05/2024
5 min read