Clark Capital's Client Portfolio Management Team provides their latest insights on five key economic indicators to help you navigate today's markets.
Fidelity's Asset Allocation Research Team (AART) examines major themes in global financial markets and presents its investment outlook in this quarterly market update.
In the same frame as the equity market charting new highs, one has to marvel at the US business cycle moving through its record-long tenth year of expansion. So, what is gnawing at investors?
The U.S. is now in its longest economic expansion on record, but many investors are wondering what it means for markets in the months ahead.
Global growth continues to slow, but is still positive. Current macro fundamentals are sufficient and suggest a rate cut would be delayed. However, survey data and market messaging signal that rate cuts are more likely and sooner than hard economic data would indicate.
Washington Update: On Facebook Libra, Washington Finds Unfamiliar Ground - Decisive Reaction to Innovation
It is not easy to get President Donald Trump and Federal Reserve Chair Jerome Powell to agree on pretty much anything these days, but Facebook appears to have defied the odds and done it. Neither man much likes the social media giant’s plans to develop and offer Libra, a digital currency, to its more than two billion users.
We think strong signals from the credit markets should offset the concerns about the slope of the yield curve. Chief Investment Strategist Jim McDonald explains.
The great American writer and humorist Mark Twain was author of many famous sayings, most notably “Reports of my death have been greatly exaggerated.” We think that most famous of Mark Twain sayings applies nicely to our ongoing – and now record – US economic expansion.
Central banks are shifting toward monetary easing, as they aim to cushion a global slowdown sparked by trade tensions. This policy pivot should help stretch the cycle and has depressed long-term yields, creating a supportive backdrop for income-generating assets. One such asset we favor: local-currency EM debt.
The U.S. Treasury yield curve steepened last week. Federal Reserve (Fed) Chairman Powell all but ensured a rate cut in July, and markets reacted strongly to a higher-than-expected inflation reading for June. As a result, yields for maturities of two years and shorter declined while all others rose.
There is a famous Rolling Stones song that provides sage advice for demanding toddlers and spoiled teenagers — and perhaps financial markets: “You can’t always get what you want. But if you try sometimes, well you might find, you get what you need.”