Market Disconnect Suggests Downside Risk for Stocks
Equity markets and oil prices are telling two very different stories right now.
Market Disconnect Suggests Downside Risk for Stocks Read More »
Something’s Broken in the Relationship Between Main Street and Wall Street
Consumer sentiment in the U.S. has collapsed to levels usually only seen during genuine economic crises. The S&P 500, meanwhile, is pushing toward all-time highs.
Something’s Broken in the Relationship Between Main Street and Wall Street Read More »
Fed Transitions Have a Track Record of Market Drawdowns
Leadership changes at the Federal Reserve, like the one coming this week when Jerome Powell’s term as chair comes to an end on the 15th, aren’t neutral events.
Fed Transitions Have a Track Record of Market Drawdowns Read More »
Global equity yields hovering at 20-year lows, and falling interest rates, will make it challenging for income investors
The easy income era is ending. For the last couple of years, parking cash in short-term U.S. Treasuries paid yields above 5%.
Is Rising Margin Debt Flashing a Warning for US Stocks?
The cost of carrying margin debt in the US is now sitting near — or even above — levels typically
Is Rising Margin Debt Flashing a Warning for US Stocks? Read More »