JHML News and Press, John Hancock Multifactor Large Cap From 09/25/21

It is good news that monetary authorities no longer believe that extraordinary measures are needed to support their economies. We continue to favor investing in value stocks tied to global economic growth and technology companies riding the wave of digitalization. Companies hurt b...

The next few months are going to be extremely interesting in the markets, with central banks becoming less comfortable with the level of stimulus they’re providing, economic recoveries slowing and market risks mounting. Evergrande has come to the forefront of investors minds in...

High frequency indicators can give us a nearly up-to-the-moment view of the economy. The metrics are divided into long leading, short leading, and coincident indicators. The Delta variant, which is now receding, appears not to have made a meaningful impact on the economy. But ...

The Fed delivers a Goldilocks announcement. Investors contemplate the recovery BUT a potential negative "change" may cloud the near-term picture. D.C. and China are the culprits responsible for recent investor angst. For further details see: The Week On Wall Street: The ...

Powell indicates tapering could finish by mid-2022. Could the Evergrande crisis lead to a global contagion? What impact could a U.S. government shutdown have on markets? For further details see: A Hawkish Surprise? Key Takeaways From The September Fed Meeting

From stimulus boom to income thud, the coming “reversion to the mean” of economic growth is happening faster than economists expected. We previously noted that while many mainstream economists believed the current economic “boom” would persist, several fact...

Though most shoppers don’t start thinking about buying presents until around Thanksgiving, stocks begin anticipating Christmas and Hannukah sales right around now. Across the labor market, employees feel emboldened. You may be able to glean an idea of the spending impulse b...

The US economy remains on track to post a strong increase in output for the third quarter, but the current estimate reflects an ongoing deceleration from previous nowcasts. The current nowcast for Q3 is also well below the second quarter’s 6.6% increase. The good news: Q3 i...

In the old days of the 20th century, quite a lot of the circle was rounded out by the inventory cycle. The inventory glut having been forwarded up to the retail level, maybe wholesale, it will have to be worked down over time. It is the services side which has materially declined,...

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?