All Market Views by Steven Chiavarone

The 'New Normal' is a different normal these days 
Oct. 23, 2018 :: Steven Chiavarone
The digital revolution is impacting inflation, interest rates and the economy in ways that have yet to be appreciated fully by the markets.
So long, Telecom. Hello, Communication Services 
Sept. 18, 2018 :: Steven Chiavarone
A pending shakeup will change the characteristics of several S&P 500 sectors.
Q&A: Blockchain and the next industrial revolution 
May 30, 2018 :: Steven Chiavarone
While all the buzz is about bitcoin, the digital ledger technology that makes it possible may hold the most promise.
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.