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Last week's data had a touch of good economic news and a strong start to earnings season. There is a light calendar and a holiday-shortened week, but some important earnings reports. Attention will remain focused on the Presidential transition and progress on vaccine distribution....

Traditionally, large trade deficits are evidence of loose monetary conditions and resulting unsustainable spending patterns. No doubt about it, this crisis period is unique. More than three trillion worth of Fed liquidity injections coupled with a more than three trillion fiscal defic...

The world, including investors, is searching for clarity regarding future direction, but there are too many turning points that will be reached in the weeks and months ahead. There is also no guaranty as to how the initial readings of a turning point will be interpreted or whether the...

If we live long enough, almost all of life's activities are cyclical, alternating from favorable to unfavorable. The name of the game is to be able to participate in the favorable. Economic and stock market cycles are not identical, but they tend to "rhyme". If stock prices do their j...

With coronavirus infections and lockdown risks now on the rise, could a second wave of downgrades be on the horizon? We see further signs of wavering in forward-looking EPS revision trends. As current valuation levels imply, investors appear to be looking beyond the depressed near...

So far for most of the month of September, the large-cap value stock space has outperformed large-cap growth. Since the beginning of the month, the industrials and materials sectors are outperforming, and these are economically sensitive sectors. The sector laggards are growth-oriente...

By Michael J. Fleisher Value stocks have lagged growth stocks for some time, but the disparity has become particularly acute this year. Growth stocks have rebounded from their March lows, while value stocks generally remain below the breakeven point as measured by the Russell 1000 Growth a...

Subscribe to the Wall Street Breakfast Podcast on: Seeking Alpha Apple Podcasts Stitcher Spotify We are debuting a new series on Seeking Alpha. A panel of our editors reviews the market action every Friday afternoon to break down what happened and what ...

By Philip Lawlor, managing director, head of Global Markets Research US stocks regained their dominance with the global risk rally of the past two months, and US small caps have led the way. The Russell 2000 is up almost 40% from its March 23 low, outstripping the gains of 38% the Russell ...

By Rolf Agather, managing director of North America research Despite a recent brief runup in September, US value stocks have been out of favor for some time now. With the US bull market going on almost 11 years, value stocks are struggling to keep up with their growth counterparts. Looking...