JHML News and Press, John Hancock Multifactor Large Cap From 09/24/21

Market implications from the onset of bond-buying taper. Is the worst of the Evergrande crisis over? Will supply chain woes significantly add to inflationary pressures? For further details see: China Crisis, Fed Taper, Supplies Chain Squeeze: Noise Or Notable?

Inflation is now rising faster than anything IHS Markit has ever seen in its Purchasing Managers’ Index, but it gets worse. It is not just cost outputs to consumers that are being passed along, but the rise in new input costs has also picked up pace. That means even higher ...

There are times when the overall stock market becomes very selective, hiding damage beneath the surface while the overall indices like the S&P 500, the Dow Jones Industrial Average, or NASDAQ power higher. From the middle of March to the middle of September, the S&P 500 was be...

The Fed’s new forecasts still imply an expectation that the currently elevated pace of inflation will fall back toward the central bank’s longer-term 2% target in 2022. Although the currently elevated level of inflation is still forecast to moderate in 2022, FOMC members...

Initial claims for regular state unemployment insurance totaled 351,000 for the week ending September 18, a rise of 16,000 from the previous week’s revised tally of 335,000. Conversely, some areas of economic activity continue to expand, particularly the manufacturing sector, a...

Two factors influenced the US stock markets in Q3. They are the Delta variant and tapering (Fed policy). They’re related. The evidence about a rapid deterioration in labor force participation mounts as incoming information confirms that Delta-induced fear is influencing US labo...

The housing construction industry is maxed out. Fed said that current high inflation is “largely reflecting transitory factors.”. High inflation correlates with a more volatile economy. For further details see: Federal Reserve Not Tapering Means More Cycles...

The FOMC was "hawkish" relative to expectations. A 6-10 month tapering program is coming this year. The FOMC "DOTs" implied a stronger chance of rate hikes in 2022. The yield curve flattened in response to the relatively hawkish policy stance. Tightening into a slowdown br...

Another FOMC meeting is now “in the books,” as the policy makers just completed their September convocation. Once again, from a broader perspective, there were no official changes announced following today’s meeting regarding the Fed Funds Rate and its quantitativ...

United States exports will grow at a slow pace in 2022, with improvement in 2023. Key factors will be the Covid-19 pandemic, how our largest trading partners fare economically, and the path for the dollar. Total international trade fell sharply in the pandemic, with most countries...