FINANCIAL BLOG

Last week was a huge news week, from the Fed, to gross domestic product (GDP), to a giant week of earnings reports.

Markets Blog Economic Blog 2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been...

t is hard to believe we have passed the halfway point of 2021. After a 2020 that would never end, the first six months of 2021 flew by.

We ran out of superlatives to describe corporate America’s stunning performance during first-quarter earnings season. Despite lofty...

Markets are off to a strong start this year, with the S&P 500 Index up about 14% so far. However, most of those gains came early in the...

Inflation has been on the rise. Investors are not as interested in what’s happening now as they are in what’s happening next.

Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic may...

Fiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021...

After one of the worst starts to a year for fixed income, returns may not get much better from here.

As this bull market gets a little older, the pace of stock market gains will likely slow, but a strong economic recovery lies ahead as...

The economic recovery continues, as the recipe of vaccines, the reopening, and record stimulus all have combined to produce what should be..

t’s embarrasing to admit this but in our earnings season preview on April 12, when the consensus estimate reflected a nearly 24% increase...

“Sell in May and go away”1 is probably the most widely cited stock market cliché in history...

We believe investors are appropriately optimistic, given the improving economy, the pace of vaccinations, fiscal stimulus...

Global stock markets are off to a strong start in 2021 as the world begins to emerge from the shadow of the COVID-19 pandemic.

The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has the makings of...

he U.S. economy’s recovery from the pandemic continues to surpass our expectations, aided by the accelerating vaccine distribution...

There is a growing debate over whether an expanding economy, in conjunction with fiscal and monetary stimulus, may cause inflation...

The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of all-time...

The 10-year Treasury yield continues to climb higher, but remains low by historical standards.