'We've Got a Market That is Just Incredible,' Macro Strategist Says
Lenore Hawkins, Tematica Research Chief Macro Strategist, joins Yahoo Finance to discuss various aspects of the current markets and ways to invest.
Lenore Hawkins, Tematica Research Chief Macro Strategist, joins Yahoo Finance to discuss various aspects of the current markets and ways to invest.
Even though we're a bit more cautious on the S&P 500 at these levels, we expect more downside than upside risk through year end.
Toward year end, stock and bond markets appear to be sending mixed signals for year ahead. For investors, the truth could be somewhere in the middle.
'Stocks love inflation until the Fed gets serious about it, and they have not been serious about it,' the Wharton professor told CNBC.
After rising by $17 billion in both the second and third quarters, credit card use appears to be returning to pre-pandemic patterns.
Flexible inflation mandates make it harder to judge how hot inflation will be allowed to run and whether central banks at risk of moving too late.
After eye-watering swings in short-term interest rates the past couple of weeks, market conviction about the next few months is understandably low.