All Market Views by Stephen Auth

Market Memo: Vive la France! 
Oct. 24, 2017 :: Stephen Auth
A visit across the pond finds many reasons to be encouraged despite worries over Brexit.
Market Memo: 30 years later, the 'Ghost of 1987' still haunts 
Oct. 16, 2017 :: Stephen Auth
The worst one-day decline in market history taught us many lessons; one of them is how today's environment is different.
Market Memo: Correction, such as it was, is over as market is set to move higher 
Sept. 29, 2017 :: Stephen Auth
Balance of risks leaning toward our S&P 3,000 target.
Video: Throwing gasoline on the fire 
Aug. 16, 2017 :: Stephen Auth
CIO for Global Equity Steve Auth discusses the impact of fed rate hikes on stocks.
Video: Betting on tax reform 
Aug. 14, 2017 :: Stephen Auth
CIO for Global Equities Steve Auth discusses key market drivers and what fiscal reform could mean for the markets.
Market Memo: Summer storms won't derail the long cycle 
Aug. 11, 2017 :: Stephen Auth
A near-term pullback is likely, but a material threat to the secular bull market is not.
Market Memo: Waiting for Godot can be frustrating 
Jul. 19, 2017 :: Stephen Auth
Four key drivers should help lift this market further, but getting there will take patience.
Equity Outlook: Summer doldrums sign of hope, not complacency 
Jun. 27, 2017 :: Stephen Auth
Equity valuations and earnings remain market supportive, abetted by a solid economic backdrop and favorable government and monetary policies.
Market Memo: Buy—don't sell—in May 
May 12, 2017 :: Stephen Auth
After lagging this year, cyclical and financial stocks should be next in line to shine as rotational market is set for another run up
Market Memo: Hope on sale 
Apr. 13, 2017 :: Stephen Auth
As hope diminishes amid the political messiness, the equity-market bargains are mounting, we believe.
Secular Bull Update: Where next? 
Mar. 15, 2017 :: Stephen Auth
This secular bull could get us to 3,000, possibly in 2019.
Market Memo: Firmly in the 'buy the dips' mode 
Feb. 13, 2017 :: Stephen Auth
A pullback may be in the offing but that's just a chance to add to equities in a market that has strong upside underpinnings.
Q&A: Market set to climb a 'Wall of Hope' this year and next 
Jan. 18, 2017 :: Stephen Auth
The reasons for Federated's 2,500 target on the S&P 500 by year-end 2018 are fundamental and structural.
2017 Outlook: Wall of Hope 
Dec. 16, 2016 :: Stephen Auth
The 'Wall of Worry' is giving way to a 'Wall of Hope' on expectations for transformational changes under Trump.
Video: What's next for the Federal Reserve? 
Dec. 6, 2016 :: Stephen Auth
CIO for Global Equities, Steve Auth discusses the possibility of a more hawkish Federal Reserve, implications for investors and thoughts on navigating inevitable volatility.
Video: What a Trump administration means for the stock market 
Dec. 6, 2016 :: Stephen Auth
CIO for Global Equities, Steve Auth explains his more bullish outlook for U.S. equities based on likely policies and priorities of the new administration as well his views on international markets.
Video: A 'Five Ones World' 
Aug. 12, 2016 :: Stephen Auth
Chief Investment Officer for Global Equities Steve Auth says uncertainty and headwinds could lead to euro-dollar-pound parity, 1% 10-year yield and a Fed that is one and done.
Market Memo: Recent trip to Europe confirms 'cloudy with a chance of sun' forecast 
Jun. 14, 2016 :: Stephen Auth
Observations while in Europe reaffirm Federated's cautious stance.