Markets Current information, trends and viewpoints across the ever-shifting landscape of financial markets worldwide. Pivoting to a Soft Landing “Theory of Reflexivity” and Does It Matter? The Earnings Scorecard Ahead of Big Tech Results, Model Musings Stock Prices Hit Records, Key Data and Earnings Ahead Money Market “Cash on the Sidelines”: A Myth That Won’t Die Investors and the New Era for Geopolitics Profit Margins Are Normalizing Do US Equities Still Have Some Gas Left in the Tank? Unemployment Claims May Not Be as Low as You Think The Complexity and Pitfalls of Government Intervention Stocks: New Record Followed by Pullback, Is the Top In? All-Time Highs for Stocks as Bitter Economic Headlines Persist Beyond 60/40: Three Ways Private Equity Buyout Managers Can Create Value Stocks: Another Record High, yet Correction May Be Coming How Might Geopolitical Risks Impact Markets in 2024? Deficit Spending Keeping the Economy Out of Recession S&P Breakout: Will It Last? Navigating a New Market Regime: Stepping Cautiously Into 2024 To Seize New Opportunities Stocks Remain at a Junction Point Will Inflation Repeat the 1970s Rollercoaster? Is Quantitative Tightening in Its Final Act? Yields Hold the Key Inflation Bump Surprises the Market, and Inflationary Threats Loom The Rate Cut Recalibration is On! Q4 Earnings Season Gets Underway With Low Expectations Will S&P 500 Break Higher? Focus on Earnings Releases Navigating the Interest-Rate Descent The U.S. Avoided Recession Last Year. What Comes Next? Taiwan Election: A Relief for Global Markets Fork in the Road for 2024: Slowdown or Reacceleration Ahead? Where Investors Can Find Opportunities as Inflation Cools Full-Time Jobs Suggest Recession Risks Higher Than Thought Red Sea Tension Escalates, December PPI, Bank Earning CPI Release Brings More Uncertainty to Stock Market Bitcoin ETFs Debut, The December CPI Report, Model Tidbits The Goldilocks Narrative Reigns for Now 2024 Market Outlook: Time for a Bracing Breeze Negativity Amid Warnings on Global Growth Despite Tech Sector Resilience In A Holding Pattern Ahead of the December CPI Report 2024 Market & Economic Outlook According to X Stocks: Even More Uncertainty Following Yesterday's Rally Negative Earnings Announcements, More Pushback on Fed Rate Cuts 2024 Equity Market Outlook S&P 500 Defending 4,700 Level: Will it Bounce From Here? Wariness Returns Amid Middle East Tension and Inflation Uncertainty Tax Gain Selling and Undressing Take Charge Government Spending Drives The Economy How Sectors Perform Under Republicans vs. Democrats? The Presidential Election Provides Stocks a Tailwind for 2024 All Eyes Are on the Federal Reserve in 2024 Trending Chip Wars: What U.S. Export Controls Really Mean for Your Portfolio What McDonald’s and Starbucks Are Telling Us About Consumer Confidence AI, Integration, and Innovation at Envestnet With Chris Todd Port Plunge Panic? What the Headlines Aren’t Telling You Google Buys Wiz for $32B – What It Means for Investors Volatility Hits Munis: What Rising Swings Mean for Bond Investors The One Business Ritual That Reignites My Creativity Every Year How To Turn Tax Planning Into a Growth Strategy That Attracts and Converts Clients ⇤ « 8 9 10 11 (current) 12 13 14 » ⇥ 11 / 83
