Author Archive
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Jun 2, 2023The latest Purchasing Managers’ Indexes match the long-term trend. -
Jun 1, 2023Consumers’ balance sheets still seem plenty healthy to support consumption. -
May 30, 2023The evidence suggests stocks can carry on climbing, cuts or no. -
May 29, 2023Credit ratings agencies are entitled to their opinions, but don’t overrate the effect on government borrowing costs. -
May 24, 2023Properly constructed indexes are leaving the Dow in the dust this year. -
May 20, 2023Prioritizing interest payments has a very strong paper trail. -
May 19, 2023Consumer sentiment surveys aren’t a roadmap of things to come. -
May 18, 2023Contrary to myth, start-ups aren’t one-way investments. -
May 16, 2023Producer price inflation is back at pre-pandemic rates.
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May 15, 2023An in-depth look at why we think the US dollar’s position as the world’s primary reserve currency isn’t threatened—and why it isn’t hugely meaningful anyway. -
May 12, 2023Slowing inflation hasn’t erased inflation fears.
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May 11, 2023Do your homework and you will find gold IRAs aren’t so shiny.
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May 10, 2023Investors just got more color on how recent failures affected lending.
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May 9, 2023Oil prices have erased April’s short spike.
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May 5, 2023They could be a call to reconsider how much cash you carry in your asset mix. -
May 4, 2023Hike and pause or no, a broader look at the recent past shows the Fed likely isn’t a threat to stocks’ climb. -
May 1, 2023Strong private sector demand belies headline slowdown.
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Apr 27, 2023The cyclically adjusted price-to-earnings ratio is no superhero indicator.
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Apr 26, 2023What investors should know about the EU’s new Carbon Border Adjustment Mechanism.
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Apr 25, 2023Snappy seasonal sayings aren’t actionable. -
Apr 21, 2023Putting recent news and less-than-news around America’s statutory debt limit into proper context. -
Apr 20, 2023Russian output is still boosting global supply.
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Apr 17, 2023Economists have projected recession for months. -
Apr 12, 2023A much-feared lending drop isn’t what it seems.
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Apr 10, 2023A new all-time isn’t quite what it is cracked up to be. -
Apr 6, 2023The dollar is highly unlikely to lose its status as the world’s chief reserve currency, and even if it did, it wouldn’t decimate the US economy or markets.
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Apr 5, 2023Sour sentiment and better-than-expected economic results are a normal bull market backdrop. -
Apr 3, 2023The Fed won’t tell you exactly which banks borrowed, but where they borrowed—and didn’t borrow—is a hint.
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Mar 31, 2023The UK is giving investors plenty to mull over this week. -
Mar 30, 2023With many worried over recent bank failures, understanding account security and insurance may be a salve.
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Mar 29, 2023And they show banks didn’t get suddenly risk-averse.
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Mar 27, 2023Residential real estate regains its footing. -
Mar 23, 2023The Fed’s latest rate hike teaches some lessons. -
Mar 22, 2023Rushing to “fix” something can send weird messaging. -
Mar 21, 2023The rules for failing banks didn’t suddenly change. -
Mar 20, 2023The Conference Board’s US LEI has been falling for a while—what does it mean for investors?
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Mar 17, 2023The banking system is healthier than perceived. -
Mar 16, 2023A look at the latest in the Land of the Rising Sun. -
Mar 15, 2023Inflation is easing even more than headline data suggest.
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Mar 14, 2023Gridlock likely stalls both parties’ big plans. -
Mar 10, 2023Put rising delinquency rates in perspective.
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Mar 9, 2023The far future has too many unknowns for anyone to forecast accurately. -
Mar 8, 2023Stocks are forward-looking.
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Mar 6, 2023The latest US economic data are solid, but doubts still abound.
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Mar 3, 2023One Fed paper says yes, but the support doesn’t seem so strong. -
Mar 2, 2023P/E ratios still aren’t predictive.
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Feb 28, 2023Bond insurance costs don’t indicate vastly higher default probability.
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Feb 27, 2023Housing prices have been falling in major economies—what does it mean for investors? -
Feb 25, 2023Major change doesn’t seem likely in the immediate future—and the need isn’t as bleeding as often portrayed.
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Feb 24, 2023Bond auctions show the low likelihood of disaster.
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Feb 23, 2023Purchasing managers’ indexes ticked up in February. -
Feb 21, 2023Q4 was mixed, but stocks are already aware of Japan’s headwinds. -
Feb 20, 2023Stocks can still compensate investors above and beyond Treasury returns. -
Feb 16, 2023The search for “sticky” inflation suggests sentiment has ample room to improve.
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Feb 14, 2023Breaking down the abundance of chatter on January’s stronger-than-expected numbers. -
Feb 13, 2023Stocks aren’t the only rallying asset class.
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Feb 10, 2023Newsflash: It is still advancing—at a snail’s pace.
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Feb 8, 2023Businesses don’t like polarized politics. -
Feb 7, 2023Reheated reserve currency fears remain overblown.
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Feb 6, 2023Waiting for confirmation of a bear market’s end can be costly. -
Feb 2, 2023Stocks have defied conventional Fed wisdom lately. -
Feb 1, 2023Household finances are in ok shape, actually.
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Jan 30, 2023Thursday’s GDP report shed helpful light.
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Jan 27, 2023While egg prices have surged lately, a sunnier side seems to be emerging—following the same pattern as prices generally. -
Jan 24, 2023We talk a lot about bear markets sowing pessimism—and that pessimism building the next bull market’s wall of worry. Inevitably it risks becoming cliché. But then a... -
Jan 23, 2023A tough year won't repeat itself.
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Jan 20, 2023With sentiment stubbornly low, positive surprise should be easy to achieve. -
Jan 19, 2023See the market’s efficiency in action. -
Jan 17, 2023A realistic, non-partisan look at the debt ceiling, as murmurs of a looming Congressional battle grow louder. -
Jan 13, 2023Headlines’ pessimistic reaction to improving inflation data is encouraging. -
Jan 12, 2023Commodities have largely erased last year’s spike. -
Jan 11, 2023December’s decline didn’t give investors new information. -
Jan 10, 2023Seasonal adages “work” just often enough to linger in the zeitgeist. That doesn’t make them useful. -
Jan 9, 2023When this many CEOs, fund managers and economists see imminent downturn, surprise power is minimal.
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Jan 5, 2023Heavy industry’s slump isn’t news for stocks. -
Jan 3, 2023Downbeat data to end the year don’t tell you where things are going next year.
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Jan 2, 2023The SECURE Act 2.0 is here.
