Despite Record Equity Highs, Tranquility May Not Last
The recent calm in equity markets may not last much longer, and advisors should be preparing clients for a potentially volatile fall.
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With Trump’s Effort to Remove Fed Governor Lisa Cook, Stagflation May Become Reality
Trump’s push to remove Fed Res Gov. Cook is heightening fears of stagflation, according to Komal Sri-Kumar president of Sri-Kumar Global Strategies.
Wall Street Bets the Stock Market Will Keep Soaring. Main Street Isn't So Sure.
Wall Street analysts continue to laud the strength of the U.S. stock market and the staying power of its economy, upgrading price targets for the S&P.
A Third of the U.S. Economy is Already in a Recession or at High Risk, and Another Third is Stagnating, Zandi Warns
Moody’s Analytics economist Mark Zandi continues to sound alarm on risk of downturn warning nearly 1/3 of US GDP is already in a recession or at risk.
Concern Over Stagflation Causing Some Investors to Reposition Portfolios
Spectre of US stagflation is stalking global markets causing some investors to position portfolios to dodge potential damage that tariffs could wreak.
How Investors Should be Thinking as the Stock Market Nears a P/E Ratio of 30—A Number That Spelled Disaster Before the Dotcom Crash
Something doesn’t make sense about the current stock market boom. U.S. big caps keep soaring while the economic outlook keeps getting worse.
Morning Bid: Fed Easing Bets Reach Fever Pitch
Spurred on by Trump and Bessent expectations for rate cuts are reaching fever pitch with markets starting to price in small chance of half point cut.
