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Best Bang for your P/E Buck
Posted by Jeffrey Buchbinder, CFA, Chief Equity Strategist Wednesday, October 25, 2023 Good investments generally offer investors an opportunity to buy growth at an attractive price. Slower growth investments can work at lower prices, just as higher growth investments can work at higher prices. What you pay for the earnings (or dividend) stream matters, not just […]
October 25, 2023
Communications Sector Outlook Gets a Bit More “Cloudy”
Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Thursday, October 26, 2023 Additional content provided by Kent Cullinane, Analyst Earnings season for the third quarter of 2023 is underway, as 86 constituents of the S&P 500 reported results last week and 160 more are reporting this week, totaling nearly half of the S&P 500. As […]
October 26, 2023
Spending Growing Faster Than Income
Posted by Jeffrey J. Roach, PhD, Chief Economist Friday, October 27, 2023 Key Takeaways: Where is Inflation Most Nagging? The Federal Reserve’s (Fed) preferred inflation metric taken from the personal income and spending report is decelerating but some components seem to defy the odds. The price deflator for both headline and subcomponents are definitely improving. The […]
October 27, 2023
Strong Seasonals Return After Red October
Posted by George Smith, CFA, CAIA, CIPM, Portfolio Strategist Wednesday, November 1, 2023 Even after a red October provided more trick than a treat for stock market investors, we continue into what has historically been one of the strongest periods for stock market seasonality. A red October was the third consecutive month in a row that […]
November 1, 2023
The Fed Remains Unchanged Again
Posted by Jeffrey J. Roach, PhD, Chief Economist Thursday, November 2, 2023 Additional content provided by John Lohse, CFA, Senior Analyst In a unanimous decision yesterday, The Federal Reserve (Fed) left interest rates unchanged following its Federal Open Market Committee (FOMC) meeting. This marks the second straight meeting in which a rate hike was skipped, however, […]
November 2, 2023
Call it a Comeback
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Friday, November 3, 2023 Key Takeaways: What a difference a week makes! The S&P 500 has strung together four straight days of gains and is set to snap a two-week losing streak. Oversold conditions, solid earnings, hope for an end to the Federal Reserve’s rate-hiking campaign, and […]
November 3, 2023
Higher Yield Cushions Can Offset Still Higher Rates
Posted by David Matzko Tuesday, November 7, 2023 After over a decade of very low interest rates, the rapid rise in rates recently has been the primary reason most fixed income asset classes have generated negative returns. And while the losses for some asset classes have been steep (and historically awful), we think the risk/reward for […]
November 7, 2023
What’s Actually Different This Time?
Posted by Jeffrey J. Roach, PhD, Chief Economist Wednesday, November 8, 2023 Key Takeaways: What is Different This Time Around? The historic shutdown and reopening of the economy continues to torque financial markets and analyst expectations. This was a key point made by this week’s speech by Neel Kashkari, the president of the Minneapolis Fed and […]
November 8, 2023
The Winning Streak Continues
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Thursday, November 9, 2023 Key Takeaways: The S&P 500 and Nasdaq Composite are enjoying their longest winning streaks in two years. The S&P 500 has strung together eight straight days of gains, while the tech-heavy Nasdaq Composite has been up for nine consecutive sessions. Oversold conditions, solid […]
November 9, 2023