Investment Perspectives

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Why Investors Are Facing Even More Market Instability

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The Fed and the U.K. government cast a pall on policy making.

The Bear Market Is Back

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The short-term picture is worrisome, but investors can still meet their goals over time.

Inflation Is Best Explained By This Underrated Economic Theory

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The Quantity Theory of Money may be out of fashion, but it is a useful guide to where the U.S. economy may be headed.

Did The U.S. Shortchange Fannie And Freddie Investors $27 Billion?

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A coming trial will determine whether the government acted in good faith in bailing out Fannie Mae and Freddie Mac.

What's Next From The Fed?

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Short version: the Fed raises rates as expected, and the markets yawn.

Why U.S. Inflation Is Headed Down

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The U.S. economy is uniquely equipped to mitigate and overcome the current price surge.

Markets React To Inflation Surprise

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Yesterday's inflation print was a big surprise--a bad one.

Coming Rate Shock Will Be Different But No Less Fraught

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Central bankers are preparing us for the next phase of the inflation fight. It won't necessarily be easier.

Hot Corporate Bond Market Puts Buyers' Strike On Ice

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In a traditionally important period for debt sales, the market mostly delivered on expectations.

Whither The ESG Revolution?

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Companies need effective incentives for ESG investing to a achieve its goals, and that's not an easy matter.

A Red-Hot Job Market Supports A Soft Landing

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Friday's strong jobs report gives the Fed more of a cushion to slow things down without the economy falling apart.

Nothing Will Stop The Dollar From Getting Stronger

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European inflation hangs on energy prices, and the greenback is rising with them.

Identifying Resilient Investment Opportunities

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ETFs can help financial advisors prepare their clients for the uncertain path ahead.

Looking Back At The Markets In August And Ahead To September

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August was a resumption of the earlier pullback after a surprisingly strong July.

Markets Best Keep Their Bullish Impulses In Check

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Investors would be doing themselves a favor by suppressing the urge to “buy the dip” right now.

Wall Street Is In Denial Over The Economy

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Everyone is too focused on the still decent nominal data when the inflation-adjusted numbers tell a more dire story.

Jeremy Grantham Sees Trifecta Of 'Super Bubbles' Bursting

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Bubbles in stocks, bonds and housing are a grave threat to the global economy, the legendary investor says.

Why The Market Is Going Down

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Fed Chairman Powell just indicated he will keep raising interest rates even if it causes a recession.

Why Can't We All Be Rich?

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While we have expanded the economic pie, we still have not figured out how to slice and taste it.

The Fed Is About To Go Full Throttle On QT. Fear Not.

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The Federal Reserve's quantitative tightening program will ramp up to its full potential in September.

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