News & Insights
Alliance Bernstein: How Low Can Emerging Markets Go?
Emerging-market (EM) stocks fell in the third quarter and continued to diverge sharply from developed-market equities. While it may be too soon to buy into the weakness, investors should watch for signs that could herald a quick rebound. US, European and Japanese stocks have all advanced this year. But the MSCI Emerging Markets Index has […]
BlackRock: Fear Not A “Narrow” Stock Market
Key points Global equities’ nearly decade-long bull run is stoking anxiety about its ability to power on. One concern: narrow breadth — a fragile state when a small group of stocks is contributing the lion’s share of market returns, buoying the broader index. We see today’s strong equity performance, especially in the U.S., as broad-based […]
J.P. Morgan: Global Asset Allocation Views 4Q 2018
Themes and implications from the Multi-Asset Solutions Strategy Summit In brief IF 2017 WAS MOSTLY ABOUT HOPES, 2018 HAS ARGUABLY BEEN DEFINED MORE BY FEARS. The surge in global growth that set the tone for markets in 2017 moderated early this year, exposing worrying weaknesses in some economies. Faith in U.S. economic strength spreading around […]
John Hancock: Weekly Market Recap Weed Ended October 5th
Back to work The unemployment rate slipped to 3.7% last month, the lowest level since 1969, as the economy generated 134,000 new jobs, the smallest monthly increase in a year. However, estimates of the job gains recorded in July and August were revised sharply upward. Yield pressure Concerns about inflation and the pace […]
Nuveen: Despite A Slight Pullback In Stocks, We Remain Optimistic
Weekly top themes 1. The Federal Reserve delivered a mixed bag. As expected, the Federal Reserve raised rates 0.25% to a target range of 2.00% to 2.25%. However, the Fed’s removal of the word “accommodative” from its statement drew greater attention from investors, causing some to speculate that the Fed is nearing its neutral rate. […]
Alliance Bernstein: The Fed’s on Auto-Pilot-For Now
When it comes to the official US short-term interest rate, the Federal Reserve now appears to be on autopilot, with three more quarter-percentage-point increases likely by mid-2019. But after that, things should get more complicated. To nobody’s surprise, the Fed delivered its latest increase this week and telegraphed its plans to do likewise when […]
LPL: What Does The Dow New High Really Mean?
It took nearly eight months, but the Dow finally closed at a new all-time high for the first time since late January. Various other indexes have been making new highs for a while now, which begs the question: What does it mean for investors that the granddaddy of all stock indexes came late to the […]
The E-Valuator Funds CEO/CIO Kevin Miller joins TD Ameritrade’s Morning Trade Live 10/2/2018
Click image to watch the interview with TD Ameritrade Source: https://tdameritradenetwork.com/video/rB4AoWYiEp2BZjU5foUAEA
John Hancock: Weekly Market Recap Week Ended September 28th
Rate rise As expected, the U.S. Federal Reserve raised its benchmark short-term interest rate to the 2.00%–2.25% range, outpacing inflation for the first time in a decade. This marks the third increase this year and the eighth since late 2015. It’s the first time since 2008 that the benchmark rate has been above 2.00%. […]
The E-Valuator Funds CIO speaks with CNN Money on 10 years after the financial crisis
A Decade Later 10 years after the crisis, some investors are still scared of stocks It was one of the most terrifying moments of the financial crisis: The Dow plunged nearly 780 points on September 29, 2008 — a 7% wipeout — after the House voted against a bailout of the nation’s biggest banks. And […]