Over the summer, we’ve been told that inflation rose to a 40-year high.
Silver rallied to start the week as all contract months were up four percent or more.
Thanks to reading Spencer Jakab’s book, The Revolution That Wasn't, we've been thinking about what it is like to be in a short position when overwhelming demand affects prices.
Shopify is a leader in commerce solutions that allow merchants to set up online stores and sell their products.
The pandemic surge in demand for houses has run its course.
The Moscow World Standard has been the subject of rumors and speculation. Can it take out the LBMA incumbent? Will Russia be able to push up the price of gold? We breakdown the dynamics and discuss.
Widening participation in the Fed’s standing repo facility and bond buying programs could mitigate another liquidity crisis in the Treasury market.
If you’re still wondering how much the Federal Reserve will raise short-term interest rates next week, you should wonder no more: the Fed is almost certainly going to raise rates by three-quarters of a percentage point (75 basis points), just like it did back in both June and July.
U.S. stocks are starting the week in positive territory, extending last week's advance that snapped a three-week losing streak.
This year has been a tough one for retirement savings. Inflation is high, markets are volatile and it’s hard to know where we’ll be in a few weeks, months or even a year.
During this period of economic uncertainty and market stress, investors may be surprised to discover how a strategy targeting stocks that lose less in a downturn can beat the market over time.
We have always believed that common sense is the key to successful investing.
The war against inflation will be won when we no longer need to worry about it.
Last year, I wrote an article discussing that 2022 earnings estimates were too optimistic given the impending reversal of the economic “Sugar Rush” of massive liquidity injections.
Today, about 1% of our vehicles are electric. What will happen in 2035 when many more EVs need to be charged, potentially during another heatwave?
Many ask if Jerome Powell can emulate Volcker. We will certainly find out. But much has changed in 42 years. Does Powell even need to emulate Volcker? Here, some prominent economists disagree. Today we’ll talk about the issues.
U.S. stocks are continuing to trade higher in the final session of the week and are on pace to end a three-week losing streak.
Review the latest Weekly Headings by CIO Larry Adam.
Small business sales are the lifeblood of the economy.
The Fed's program of QT has flown under the radar for a lot of reasons. That low profile belies its importance, however. Not only is the Fed likely to persist in this program, but it will create a strong headwind for risk assets.
As one of us points out relentlessly, risk isn’t a number, rather it is a notion or a concept.
Value investing is all about finding bargains that meet your investment goals and provide a margin of safety long-term. HP Inc (HPQ) and Hewlett-Packard Enterprises (HPE) represent two dividend growth stocks with uncanny similarities regarding valuation and yield.
Last week, the combined dollar value of hedge positions on the S&P 500, NASDAQ 100 and Dow Jones Industrial indexes was $121.43 billion, not far from the August 16 peak of $160.02 billion.
Franklin Mutual Series’ Investment Strategist Katrina Dudley believes that higher inflation in Europe stemming from rising energy prices, as well as lower relative interest rates, may keep the euro under pressure.
Recent inflation is a poor forecaster of changes in treasury yields. Pronouncements of a break in long-term treasury yield trends based solely on inflation may be mistaken.
A few weeks ago, I said the bear market was over. What if it isn’t? Don’t interpret this as cold feet—it’s good to understand the other side of the argument.
August was a resumption of the earlier pullback after a surprisingly strong July.
Downside volatility has reappeared with markets responding sharply to Federal Reserve comments about the future of interest rates.
Workers take time to reach their full potential in new jobs.
CIO Robert Horrocks, PhD, says in order to reconcile assumptions on inflation with what might actually transpire, investors need to look through a wider lens and be prepared for a future that may not look too different from the past.
Investors naturally gravitate toward higher-income segments as a way to boost traditional core bond yields.
The August jobs report delivered something for both economic bulls and bears, but what matters more in the near term is the Fed's focus on seeing a continued easing in labor demand.
Market veterans will tell you there are no shortcuts in investing
The housing sector surged during COVID in large part due to loose money.
According to conventional economic thinking, incoming British Prime Minister Liz Truss’s economic experiment with borrowing and spending will produce disaster.
We get a lot of questions about what we call Normal P/E Ratio on a FAST Graph.
The “Rule Of 20” says the “bear market” may just be resting despite much commentary to the contrary.
Scarcity and trade frictions are leading to major supply chain realignments.
September has historically been one of the worst months for stocks. The Fed’s aggressive moves and upcoming midterm elections could make this September particularly interesting.
Stocks started the month on an upswing but ended with volatility.
3M (MMM) is currently facing many challenges; however, I believe management is up to the challenges.
Emerging markets strategies may offer differentiated exposure for investors concerned about a slowdown in the developed world but it’s crucial that investors look at the underlying exposures of their strategy as investment approaches to emerging markets can differ significantly.
The silver market is showing signs of scarcity that haven’t occurred in years. Key indicators continue to stray further from normal market conditions, and we break down why.
Some earlier big run-ups in the US currency’s value, including in the mid-1980s and the early 2000s, were eventually followed by sharp declines.
"Without Italy, there is no Europe, but outside of Europe, there is even less Italy." -Mario Draghi
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
The world does not need another take on Jackson Hole. But here we go.
Only a few market events in an investor’s career really matter, and among the most important of all are superbubbles.
The big question on everyone’s mind is, why is the market going down?
A growing number of prominent financial groups believes the era of low inflation is behind us, and that one investment strategy is to boost exposure to commodities and natural resources.
