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This Bespoke graph from the July 2, 2020, weekly Bespoke Report shows the SP 500 having its best 100-day return since 1933. The bull/bear debate requires a separate post, but this setup is actually a little bearish per the Bespoke data analysis, at least for the next week or so. The main r...
By George Evans, CFA, Chief Investment Officer, OFI Equities , Alice Fricke, CFA, Senior Client Portfolio Manager While the coronavirus pandemic has created market turbulence, the long-term trends driving global growth remain in place. With the recent downturn in the markets a...
We are approaching another time period when the Federal Reserve can move one of two ways. It can throw its support behind a relatively strong US dollar that will be good for the economy over time, but also for the stock market. Or, it can move in the other direction, which I believe will be ...
The Large-Cap Blend style ranks first out of the twelve fund styles as detailed in our Q4'19 Style Ratings for ETFs and Mutual Funds report. Last quarter , the Large-Cap Blend style ranked first as well. It gets our Very Attractive rating, which is based on an aggregation of ratings of 65...
Macroeconomic forecasts are tricky things It is a fundamental truism of macroeconomics that we cannot reliably predict recessions in advance. Simply because if we do so, then everyone acts like the recession is coming, thus that recession will be here now. For, sadly, the behaviour we humans...
The economic calendar is a modest one featuring the JOLTS report and inflation data. NFIB optimism and Michigan sentiment continue to be important since confidence is part of the current economic issue. The relative lack of economic news leaves plenty of time for the punditry to offer “...
The ISM data shocked the market and intensified fears of an impending U.S. economic recession. While the contraction in manufacturing is a concern, the fears of a general recession are overblown. The labor market is still robust and indicates solid economic activity for the remainder of the ye...
David Beckworth: Our guest today is Judge Glock. Judge is an economic historian and a scholar at the Cicero Institute in San Francisco. Judge's research is focused on the Great Depression and has recently published a paper on an important idea shaping Fed policy during this time. The idea wa...
Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...
In the never-ending, 24/7, polarizing political news cycle, headlines of Ukraine phone calls, China trade negotiations, impeachment hearings, presidential elections, Federal Reserve monetary policy, and other Washington based stories have traders and news junkies glued to their phones, Twitter...