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What’s pushing and pulling on U.S. equities?

February 23, 2023 |Kelly Bogdanova

We look at the pressures weighing on the market today, and why we think the S&P 500 could deliver positive full-year returns, once all is said and done.

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Is the Fed fighting inflation with blinders on?

February 16, 2023 |Atul Bhatia, CFA

Is the Fed ignoring positive inflation indicators and over-emphasizing what it is sees as an overheated labor market to justify more restrictive policy?

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What lies ahead for UK and European equities?

February 09, 2023 |Frédérique Carrier

UK and European stock markets remain cheaper than the U.S. though some areas discount a blue sky scenario.

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Is the U.S. dollar bull market coming to an end?

February 08, 2023 |Alan Robinson

Is the end of the dollar’s multiyear rally on the horizon? We examine the drivers of the rally, what’s changed, and the implications for global investors.

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two businessmen smiling over financial reports

Has the Fed won the war on inflation?

February 03, 2023 |Thomas Garretson, CFA

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

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