We need to resurrect an alternative perspective on what money does and how it works.
While direct indexing does offer some very attractive features, it may not be right for everyone.
Until a credible alternative to the dollar can be found, the greenback's dominance will not really be in doubt.
Reaching for yield during inversions misses the bigger driver of total return.
Strategist David Lebovitz said that inflation “remains higher than policymakers would like.”
The greatest threat to the dollar lies mostly in the current reckless standoff over the debt ceiling.
Economists anticipate this month's jobs report will signal continued reasonable growth rates.
It was a stronger start to 2023 than most had expected, and it may signal how the rest of the year will play out.
The markets are pricing in several rate cuts by the end of this year, while the Federal Reserve communicated more rate hikes.
A change in methodology will see ratings on thousands of funds lowered, highlighting the problems with such scores.
The failure of recent banks has some wondering if we've learned from past mistakes.
The last time the S&P 500 Index rose more than its equal weight counterpart this much was the final three months of 1999.
The danger with lending for longer is that when interest rates rise, bonds decline in value.
With job growth still strong and consumer confidence up, the average person is still doing well.
There are four reasons to worry that the latest banking crisis could be systemic.
The Federal Reserve appears willing to push the economy into recession to achieve a more rapid victory over inflation.
The fallout from Silicon Valley Bank and other institutions adds to the headwinds for economic growth.
We now have some evidence that the proper policies are in place to prevent a full-blown financial crisis.
The answer often depends on where you look, and there's a divergence now across growth and value and US and foreign equities.
The thing to keep in mind is that with all the turmoil, the system is working as it should to contain the damage.