Category: Market commentary
Strong corporate earnings offset concerns about Covid and inflation
<p>Interest rate uncertainty and Omicron implications unnerve the markets, while a strong economy and earnings support the existing sentiment.</p>
Strong earnings push stocks higher, despite some macro concerns
<p>The market has been very volatile recently. In between higher earnings expectations and concerns about a possible market correction, what investors should do?</p>
The economy and earnings — still growing amid uncertainty
<p>Delta fear factor, inflation concerns, the Fed’s tapering make investors rely on mega-cap growers, but the projections from the broader market stay positive.</p>
Economy in for a slower recovery due to Delta peak and inflation
<p>Employment, industrial production, and factory usage are strengthening. Yet the Delta variant's impact on growth and inflation could be larger than expected.</p>
Tech and Communications outperform amid the Delta wave
<p>Despite the growth bounce there're concerns around the Delta wave impacting the market and Tech serves as a safety resort against potentially slower economy.</p>
Stocks reach highs again. What comes next?
<p>GDP is on target to grow above 6% with gains in exports, a decline in jobless filings, a rebound in consumer sentiment, and rising industrial production.</p>
US economy on a firm footing
<p>Declines in jobless filings, stability in retail sales, gains in production. How does the US economy recovery affect stock market and portfolio management?</p>
Stocks touch record highs in April as the economy rebounds
<p>Amid earnings season, a critical question now is whether the entirety of the economic recovery has already been discounted in the stock and bond markets.</p>
Market leadership changes as opportunities for investors
<p>With economic growth projections and huge liquidity we expect inflation to kick in. Read how we adjust our postures to address the changing environment.</p>
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