Our go-to market maven is Joe Feshbach. We asked him to share his latest thoughts about the S&P 500 from…
In our opinion, the latest bear market started on January 3, 2022 and ended on October 12, 2022. The S&P…
The S&P 500 blasted higher through its 200-day moving average over the past few days (chart). The four previous attempts…
The global financial markets are reflecting expectations for an improved global economy, and the US stock market is siding with the optimists…
The FOMC’s two-day meeting ends tomorrow. At 2:00 p.m., the committee will issue its statement, and at 2:30…
While stock picking may be back in style and momentum investing is running out of momentum, we are still keeping track of…
The FOMC meets on Tuesday and Wednesday. Odds are the committee will vote for a 25bps federal funds rate hike to 4.…
Here is Joe Feshbach's latest take on the S&P 500: "The index is getting closer to its…
Inflation continues to moderate. In early 2022, we predicted that the headline PCED inflation rate would decline from 6%-7% during H1-2022…
The headlines in the financial press today suggested that Q4's real GDP was strong. On closer inspection, it was relatively…
We predict that global economic growth will improve this year. Until recently that was a contrary view since it was widely expected…
Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with the trade-weighted…
