Market Commentary
CONTENT WITH Market Commentary
You’ve Got to Earn It: Earnings Growth Strong, But Descending
Earnings season has been stellar so far, although the growth rate is well off its prior quarter peak, with profit margins in focus looking ahead.
Will Services Offset Weakness in Manufacturing?
Services make up more of the economy, jobs, and the stock market. The time has come to focus on services data to get a sense of the overall economic picture.
The Beast of Burden of Inflation
The age of abundance has given way to an age of scarcity, while the pro-cyclical version of inflation may have given way to the counter-cyclical version.
Market Volatility, Trading Halts, and Circuit Breakers
Exchanges may halt trading when the S&P 500 Index® drops quickly. Here’s how “circuit breakers” work and what they’re supposed to do.
Inflation: Persistently Transitory
Persistently going from one transitory source of inflation to the next may keep inflation elevated for longer than markets currently anticipate.
It's All Over for Japan (and That's Good)
Japanese stocks have rebounded to 30-year highs and became the world’s best performers in September and the third quarter.
Payback Time With a Potential Payoff
A gradual slowing of stimulus heralds a potential drop for the world’s stock markets, but the evidence suggests a possibility for a positive outcome.
Can Investors Avoid Rising Supply Chain Risks?
Supply chain issues are worsening, increasing the risk to sales, production, and inflation. European stocks may offer an opportunity to avoid these risks.
Bank Loans vs. High-Yield Bonds: How They Stack Up
For yield-seeking investors willing to take additional risk, bank loans may be more attractive than high-yield bonds today.
Where to Find Opportunities in the Muni Market
Given the economic environment and potential tax benefits, investors might consider lower-rated municipal bond issuers.
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