Outlook

1997 posts

Market and economic conditions can change quickly and such shifts can have a big impact on your portfolio strategy. We’ll cut through the market noise and zero in on the market, economic and geopolitical trends that matter most to your investment strategies going forward.

The world economy is entering a slowdown

Outlook

Forecasts Quarter 3 2022

CPI rose by 8.5% since last year, better than the 8.7% expectation

Outlook

When 0.2% becomes worth 2%

The unemployment rate fell to 3.5%, which is the lowest rate since 1969

Outlook

Back in the summer of ’69

Corporations are telling a more upbeat, optimistic story

Outlook

Companies winning despite sour economy

Recent rally will provide a temporary relief to anguished markets

Outlook

Momentum > rates, at least for today

When stock prices break lower, it's a good time to review common terms

Outlook

Pullbacks, corrections, and bear markets

The Fed is looking for a moment when its monetary policy is "just right"

Outlook

Searching for the goldilocks economy

The odds are against us having seen the final lows

Outlook

A bottom or THE bottom?

Monetary tightening is increasing the risk of a technical recession

Outlook

Tightening “Tsunami” increases recession risk

Headline CPI rose 8.6% on a year-over-year (YoY) basis

Outlook

Consumers are miserable

Higher interest rates and tighter financial conditions

Outlook

What to expect from the Fed’s quantitative tightening

The Fed is taking the bond market into uncharted territory

Outlook

Fed Watch: I’ll see your 50 and raise you 75