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Some Tips on TIPS (Treasury Inflation-Protected Securities)
Posted by Lawrence Gillum, CFA, Chief Fixed Income Strategist Tuesday, October 17, 2023 The move higher in Treasury yields (lower in price) has been unrelenting, with intermediate and longer term Treasury yields bearing the brunt of the move. Rates are moving higher alongside a U.S. economy that has continued to outperform expectations and not due to higher inflation […]
October 17, 2023
Can the Rebound in Stocks Continue?
Posted by Adam Turnquist, CMT, VP Chief Technical Strategist Wednesday, October 18, 2023 Key Takeaways: October is off to an impressive start, with the S&P 500 trading up just over 4% as of October 17. The rebound follows a dismal September that left the market oversold and clinging to support near the rising 200-dma. However, buyers […]
October 18, 2023
Powell Tries to Calm Markets
Posted by Jeffrey J. Roach, PhD, Chief Economist Friday, October 20, 2023 Key Takeaways: Bottom Line: As of this morning, markets were pricing in a roughly 20% chance the Fed will increase rates in December, and if not in December, then a higher likelihood of an increase in January. However, we believe the economy is slowing […]
October 20, 2023
Treasury Term Premium 101
Posted by Lawrence Gillum, CFA, Chief Fixed Income Strategist Tuesday, October 24, 2023 The move higher in Treasury yields (lower in price) has been unrelenting, with intermediate and longer term Treasury yields bearing the brunt of the selloff recently. Since the end of July, 10-year yields are up over 0.90% and 30-year yields up 1.0%. While […]
October 24, 2023
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