Job Market Implies Hawkish Inflation Stance Is Needed
Climate and COP27: Political Pressures, Investment Implications
The recent UN Climate Change Conference helped advance initiatives important to sustainable investing, especially the global energy transition. ...more
Are 2% Rates the New Zero?
Mixed Up in Front of Powell Speech
There is a good bit of news in today's morning mix, but the news that will matter most to the market won't come to light until 1:30 p.m. ET. ...more
European Gas Prices Making New 7 Week Highs
Chart Advisor: Who’s Making New Highs? – The summer highs come into focus for key market sectors.
Fed Reminds Us That Peak Isn’t Pivot
Remote And Hybrid Work Is Boosting Commercial Air Travel
The ‘New’ Real Estate for a Post-COVID World
Real estate is a classic ‘real asset’ but, after the COVID-19 pandemic, are you equally excited about traditional offices or shopping malls? ...more
A Mega Margin Call?
Stocks Heavy, But Commodities Rebound on China
U.S. equity benchmarks retreated Monday as uncertainties rose. After rallying to close out the holiday week, each index struggled at its respective resistance as unrest in China erupted. ...more
Inflation’s Over The Hill
Global inflation might just have peaked, according to reports out over the weekend. ...more
New Ways of Moving
This – refreshingly – is not one of those pieces; rather a round-up of recent things we’ve read and heard about how the future of transport is evolving. ...more
Sinking Sentiment: When a Bad Mood is Good Fews for Markets
Technical Analysis Heading Into Tuesday’s Open: November 29, 2022
November 29, 2022
Chart Advisor: Leaders Say Goodbye to their Summer Highs – The leading sectors and indexes fail to hold their August highs.
Pivot? No. Peak? Not Yet. Pause? Not Now. Slower Pace….
What If Earnings Growth Turns Negative?
Inflation: Where Will October’s Promising Signs Lead?
Weekly Market Recap: November 28, 2022
Economic Update: November 28, 2022
Weekly Economic Update for the week of November 28, 2022: growth, jobs, profits, inflation, rates, risks, and investment themes. ...more
Evolution & Revolution: Five Technology Megatrends Impacting Society
Outlook 2023: Global and Thematic Equities
Something In The Air
There is a weak tone in the equity futures market this morning and it is more than just a tryptophan hangover. It is an expression of growing concerns about global growth prospects due to reports of increased social protests in China. ...more
China Crisis Spooks Markets
A Common Sense Approach to Markets with Ben Carlson
In this episode we talk with Ben Carlson, author of the popular A Wealth of Common Sense blog and Director of Institutional Asset Management at Ritholtz Wealth Management. ...more