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Following the headlines regarding Russia’s invasion of Ukraine, our thought leaders have come together to outline potential macro impacts tied to these recent events. Our Senior Investment Strategy Advisor, Jeremy Siegel, believes the dominant theme for the markets over the com...
U.S. employers are facing the worst labor shortages since WWII. The primary reason is unusually robust labor demand, even as the number of available workers is dwindling. Workers are quitting jobs at historical rates in search of better and better-paying jobs, compounding the record n...
Yes, I'm in Ukraine right now. Yes, the situation is surreal, and yes, I'm scared as hell right now. Russian markets are crashing for a good reason. But global stocks and U.S. equities could feel more pain. I remain optimistic that things will not worsen too severely, and maybe a ...
Events have moved quickly since our update on February 22. It’s unclear whether this is the shock and awe phase of a limited incursion or the beginning of a full-scale invasion that seeks regime change in Kyiv. USD/RUB touched 90 overnight before fading back to the mid-80s ...
Global markets tumble on Russian attack on Ukraine. Russian inflation stokes stagflation fears. Commodities the big winner in Russian attack. For further details see: Markets Sell Off As Russia Attacks Ukraine: What's At Stake For Investors?
Early Thursday, Russia invaded Ukraine. Explosions were reported across the country. War creates market volatility, and this can be very stressful for investors. You may feel the urge to sell everything. Don't! Historically, foreign wars have little sustained impact on stock marke...
The situation in Ukraine has escalated. This has massive implications for markets around the world. Commodities such as oil, gas, aluminum, and coal have risen sharply, as markets fear supply disruption. Some companies will benefit from these escalations, while other equities will...
The average weekly contract interest rate for 30-year fixed-rate mortgages with conforming loan balances rose to 4.06 percent for the week ended February 18, the second week in a row above 4%, and the highest since July 2019. The MBA’s Refinance Mortgage Applications Index has ...
Futures plunged overnight as Russia invades Ukraine. Oil has surged to $100 per barrel. The volatility index is near multi-year highs. With no recession on the horizon and U.S. economic fundamentals strengthening, this correction offers an opportunity to increase exposure to q...
It remains that we are exiting the COVID era with economic activity below peak levels despite the Real GDP having ballooned to levels not seen since WWII. GDP correction at this point is economic normalization. There continues to be significant opportunity in my opinion outside th...