Outlook

2547 posts

Market and economic conditions can change quickly and such shifts can have a big impact on your investment planning. We bring you a cross-section of perspectives to keep you updated about the market, economic and geopolitical trends that can help you make informed decisions in investing.

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

Searching for the goldilocks economy

The odds are against us having seen the final lows

A bottom or THE bottom?

Monetary tightening is increasing the risk of a technical recession

Tightening “Tsunami” increases recession risk

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

Consumers are miserable

Higher interest rates and tighter financial conditions

What to expect from the Fed’s quantitative tightening

The Fed is taking the bond market into uncharted territory

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

Small caps appear to be priced for a recession

Too much of a good thing

Commodities have a positive beta to inflation

A New Regime for Commodities: An Update

It is crucial for us to reassess exactly what fighting the Fed now entails

Don’t Fight the Fed!

Sharply rising home prices alongside rising mortgage rates is dismal for housing

Housing Affordability Craters

Has the market bottomed?

Oversold, yes. Capitulation, no.

Large-cap growth stocks outperform small-cap value

Value strikes back