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Swing, Swing: Wild Week
A better-than-expected October consumer price index report provided some relief and support for equities, but investors should be wary of low-quality leadership and, to some extent, crypto stress.
Midterm Elections Signal More Washington Gridlock
While results won't be finalized for some time, it is clear that we will have two more years of an extremely narrowly divided Congress.
Disappearing Act: Earnings
Earnings weakness is starting to materialize across a broader swath of industries, with hits coming from a strong dollar, weaker demand, and aggressive monetary policy.
Different Strings … Similar Story
Much attention has been paid to the elevated risk (and announcement) of a recession, but investors should instead focus on signals coming from leading economic indicators.
The End of Earnings Growth?
The earnings outlook is dimming as the economy slows, which could result in cuts to earnings forecasts and downside for stocks. U.K. earnings have been a surprising outperformer.
Inflation Reduction Act: New Taxes, Weaker Market?
On the surface, a new 1% stock buyback tax and 15% corporate minimum tax on top-earning companies may look harmful to bottom lines, but we think the reality is more nuanced.
What’s Next: Good, Bad, & Ugly
The persistence of global inflation could determine which of the three paths central banks may follow and which market qualities investors might consider for their portfolios.
Earnings: Trampled Under Foot?
The bear market has been driven by multiple compression, making valuations look relatively compelling. Yet, expected weakness in earnings may limit the upside potential for stocks.
Rate Hikes, Quantitative Tightening, and Bond Yields
In its quest to reduce inflation, the Federal Reserve appears set to continue to hike interest rates and reduce the size of its balance sheet. Here's a look at what this may mean for the bond market.
Home Is Where the Inflation Is
Central Banks relying on inflation measures based on rentals, rather than home prices, may persist in raising rates, applying more economic brakes despite easing home sales.
Pagination
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