All Market Views by Steven Chiavarone

Q&A: What's driving the markets today? 
May 1, 2018 :: Steven Chiavarone
Clearly blowout earnings aren't enough. Could it be fears about higher inflation and yields? A flattening yield curve? Even an eventual recession?
Market Memo: Despite rising risks, bullish thesis intact 
Apr. 3, 2018 :: Steven Chiavarone
As long as earnings grow and both inflation and interest-rate increases remain measured, there's more to like than dislike about equities.
In Short: Powell, in debut, supports bull case 
Feb. 27, 2018 :: Steven Chiavarone
Fed Chair strikes a balance between avoiding an overheating economy and assuring inflation reaches its 2% target.
Market Memo: It's a healthy sell-off, not a harbinger of something worse 
Feb. 6, 2018 :: Steven Chiavarone
Correction prompts Federated to boost equity overweight in its stock-bond portfolio models.
Market Memo: Bitcoin? Meh. Blockchain? Now we're talking 
Jan. 11, 2018 :: Steven Chiavarone
For all the press and buzz surrounding bitcoin, the underlying technology that makes it work ultimately may prove more lasting and valuable.
Market Memo: Five things to watch this year 
Jan. 4, 2018 :: Steven Chiavarone
This economy and market is riding some strong tailwinds. But the answer to five key questions could determine if this bull has legs.
Market Memo: Investors and the Industrial Revolution 3.0 
Nov. 29, 2017 :: Steven Chiavarone
The digital revolution is reshaping the economy and creating new opportunities much as past industrial revolutions did.