Market Views - Equity

Our experienced, specialized investment professionals have delivered disciplined equity portfolios for more than thirty years. Choose an article to read our views of today’s economy and global stock markets.

Orlando's Outlook: Cooler jobs report restrains Fed 
Dec. 7, 2018 :: Philip Orlando
It's possible a Fed rate hike this month could be its last in this cycle.
Weekly Update: I've asked Santa to do something about the algos, please! 
Dec. 7, 2018 :: Linda Duessel
Algorithmic-driven trading associated with massive passive investing is abetting volatility in the market.
The bulls hit the trifecta 
Dec. 3, 2018 :: Stephen Auth
Fed, Trump-Xi and OPEC line up for a potentially bullish finish to the year.
Orlando's Outlook: Will soft patch derail Santa Claus rally? No, no, no! 
Nov. 30, 2018 :: Philip Orlando
We see a year-end Santa Claus rally taking stocks up to their September high.
Weekly Update: As long as neither storms out, we're good 
Nov. 29, 2018 :: Linda Duessel
If Trump and Xi just kick the can down the road, the markets should be fine with that.
Powell does his part; now it’s up to Trump and Xi 
Nov. 28, 2018 :: Philip Orlando
Fed chair signals that policymakers will go slowly on further rate increases.
Orlando's Outlook: Immigration reform needed to sustain economic growth 
Nov. 21, 2018 :: Philip Orlando
Immigration reform should be a “common-ground” item for our political parties.
Shaken, not stirred 
Nov. 21, 2018 :: Stephen Auth
It's a little messy for the markets right now but the longer-term outlook remains bright.
Weekly Update: But Cramer said there is always a bull market somewhere! 
Nov. 21, 2018 :: Linda Duessel
There are reasons to be optimistic.
Orlando's Outlook: Crude oil pendulum swings to extremes 
Nov. 16, 2018 :: Philip Orlando
We expect OPEC will reverse its recent increase in production at its meeting in December.
Weekly Update: I'm told Buenos Aires is beautiful this time of year 
Nov. 15, 2018 :: Linda Duessel
That's where Presidents Trump and Xi are scheduled to meet, and what happens there may well determine what happens here with the market.
Q&A: Innovation is fueling growth 
Nov. 14, 2018 :: John Ettinger
Promising new technologies, and new applications of existing technologies, are creating a wealth of opportunities.
Orlando's Outlook: Is gridlock good? 
Nov. 9, 2018 :: Philip Orlando
A split Congress might find common ground on several key issues.
Weekly Update: Amen! The midterm election is over and we can get to work 
Nov. 9, 2018 :: Linda Duessel
Gridlock? If history is a guide, the stock market will be fine with that.
Midterm redux: Partial 'Goldilocks' outcome, though Fed and China still loom 
Nov. 7, 2018 :: Stephen Auth
Results provide three good reasons why we think investors should remain bullish on stocks.
Orlando's Outlook: Powerful October jobs rebound 
Nov. 2, 2018 :: Philip Orlando
The labor market posted terrific job gains despite extreme weather.
Weekly Update: Proceed with caution 
Nov. 2, 2018 :: Linda Duessel
Federated's base case is there's still a good amount of upside in stocks but it could be sloppy for awhile.
Weekly Update: If you're stressed about the correction, visit New York City 
Oct. 26, 2018 :: Linda Duessel
It may not be clear why the market is selling off and when it may end, but in the Big Apple, this is not even a topic of discussion at the dinner table.
Orlando's Outlook: Strong consumer drives solid Q3 GDP 
Oct. 26, 2018 :: Philip Orlando
Personal consumption expenditures rose stronger-than-expected in the third quarter.
Secular bull call intact but 3,100 on the S&P may have to wait till 2019 
Oct. 25, 2018 :: Stephen Auth
Technical damage and time may prevent breach of longstanding target this year
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.
Orlando's Outlook: No Black Monday deja vu 
Oct. 19, 2018 :: Philip Orlando
Our year-end S&P 500 target of 3,100 has not changed despite the turbulence.
Weekly Update: An unforeseen event, typically one with extreme consequences 
Oct. 19, 2018 :: Linda Duessel
Ten years later, many investors have yet to shake their financial crisis jitters.
Time to add to equities as the lows are likely in 
Oct. 18, 2018 :: Stephen Auth
Worries behind the latest are likely to fade, prompting Federated to raise the equity overweight in its PRISM® stock-bond model.
Small caps compelling despite, and because of, recent rough patch 
Oct. 16, 2018 :: Gregory Sterzel
Mean reversion, valuations and a prolonged economic cycle provide favorable arguments for small caps.
Weekly Update: If you're stressed about a correction, visit Wisconsin 
Oct. 12, 2018 :: Linda Duessel
It was all systems go everywhere I went this week in the dairy state.
Orlando's Outlook: Risk of 'Blue Wave' roils markets, creates buying opportunity 
Oct. 12, 2018 :: Philip Orlando
Economy is strong, despite recent market volatility.
Orlando's Outlook: Florence distorts solid jobs report 
Oct. 5, 2018 :: Philip Orlando
Plenty to like under the surface of today's nonfarm payroll data.
Weekly Update: 'I'm going to Pittsburgh for fun' 
Oct. 5, 2018 :: Linda Duessel
Sweat about the spike in Treasury yields if you must, but the reasons for it are very bullish.
Orlando's Outlook: 'Particularly bright moment' 
Sept. 28, 2018 :: Philip Orlando
Fed chair Powell voiced considerable optimism at the policy-setting meeting.
Weekly Update: Rarely do politics matter for the markets 
Sept. 28, 2018 :: Linda Duessel
The stock market carried on even as everybody seemed to be focused on this week's political events.
Here's why we think the growth story will continue 
Sept. 25, 2018 :: Jordan Stuart
Growth stocks continue to benefit from a robust earnings, a solid economy, tax reform and IPOs.
Orlando's Outlook: Surging confidence drives accelerating retail sales 
Sept. 21, 2018 :: Philip Orlando
Strong jobs and sales data look like they will help to take the S&P 500 to 3,100 at year-end.
Weekly Update: They were talking DEE-fence in Chicago and it wasn't about Da Bears 
Sept. 19, 2018 :: Linda Duessel
Advisors are turning defensive even as stocks flirt with new highs.
So long, Telecom. Hello, Communication Services 
Sept. 18, 2018 :: Steven Chiavarone
A pending shakeup will change the characteristics of several S&P 500 sectors.
Orlando's Outlook: Fundamentals still matter 
Sept. 13, 2018 :: Philip Orlando
Confident market is not impressed by the litany of near-term risks.
Weekly Update: Holding pattern 
Sept. 13, 2018 :: Linda Duessel
The market could hem and haw for awhile but fundamentals and valuations continue to suggest longer-term upside.
What can end the long cycle? 
Sept. 12, 2018 :: Stephen Auth
If you listen to the bears, the list of worries is long. It's also wrong.
Orlando's Outlook: Wages and payrolls rise in mixed August jobs report 
Sept. 7, 2018 :: Philip Orlando
The August labor market was again statistically quirky.
Weekly Update: 'I've seen it rainin' fire in the sky' 
Sept. 7, 2018 :: Linda Duessel
Forget the sugar-high talk. Fundamentals and midterm seasonality are driving this market.
Weekly Update: Don't call me old 
Aug. 31, 2018 :: Linda Duessel
Today's dividend stocks are all about the 'new' economy.
Orlando's Outlook: Student loan debt's growing economic drag 
Aug. 31, 2018 :: Philip Orlando
Student debt is weighing on the millennial generation.
Orlando's Outlook: Stocks thrilled with Powell's first Jackson Hole speech 
Aug. 24, 2018 :: Philip Orlando
The Fed leader stood his ground, saying 'gradual' rate normalization remains the strategy.
Weekly Update: It depends on what the meaning of the word 'is' is 
Aug. 24, 2018 :: Linda Duessel
History suggests Trump's troubles won't necessarily carry over to the market.
Weekly Update: It's the dog days of August—last chance to chill 
Aug. 17, 2018 :: Linda Duessel
The market seems to be brushing Turkey aside as it wrestles over what to worry about.
Orlando's Outlook: Will Social Security go bust? 
Aug. 16, 2018 :: Philip Orlando
There are several options to shore up its diminishing reserves.
Weekly Special: All anyone is talking about, except for the 'stable genius' of course 
Aug. 10, 2018 :: Linda Duessel
Yield curve, dollar strength and Europe's economy headline worries other than trade issues.
Orlando's Outlook: Is there slack in the labor market? 
Aug. 8, 2018 :: Philip Orlando
We think there is. If it could be shrunk or eliminated, wages should grow.
Market Memo: Stocks running out of excuses for not going up 
Aug. 7, 2018 :: Stephen Auth
Five reasons—and a possible sixth—why we remain bullish.
Orlando's Outlook: Geoffrey the giraffe hijacks jobs report 
Aug. 3, 2018 :: Philip Orlando
A poor headline number belies strength in the job market.
Weekly Update: Stable? Genius? Either would suffice 
Aug. 3, 2018 :: Linda Duessel
President Trump's 2020 campaign appears to be well underway, and rhetoric aside, the fundamentals arguably have the odds in his favor at this point.
Orlando's Outlook: Robust second-quarter GDP 
Jul. 27, 2018 :: Philip Orlando
The GDP report should not hinder the Fed's rate path.
Weekly Update: Late cycle, late schmycle 
Jul. 27, 2018 :: Linda Duessel
While there may be hiccups, technical and fundamental factors suggest this expansion and rally has a ways to go.
Orlando's Outlook: Second-quarter fundamentals strengthen 
Jul. 20, 2018 :: Philip Orlando
Federated expects Q2 growth to come in at a strong 4.1%. The government's initial estimate is due Friday.
Weekly Update: How's your summer going? 
Jul. 20, 2018 :: Linda Duessel
Summertime, and the living is easy even if all the geopolitical noise isn't.
Market Memo: Earnings to the rescue? 
Jul. 19, 2018 :: Stephen Auth
There may be some near-term volatility but the longer-term upside story remains strong.
Weekly Update: 'People will be happy' 
Jul. 13, 2018 :: Linda Duessel
What if the market and media have it all wrong on Trump and trade?
Orlando's Outlook: Immigration can supplement declining fertility 
Jul. 13, 2018 :: Philip Orlando
The U.S. needs immigrant workers to keep the economy humming.
Weekly Update: It's on 
Jul. 6, 2018 :: Linda Duessel
As the U.S. and China exchange tariff punches, the global economy and investors await the outcome.
Orlando's Outlook: Goldilocks jobs report could ease Fed pressure 
Jul. 6, 2018 :: Philip Orlando
The jobs report showed more people are re-entering the labor market.
In Short: Small caps might be today's Goldilocks investment 
Jul. 3, 2018 :: Philip Orlando
U.S. small caps continue to benefit from increasing M&A activity, a robust economy and their predominate domestic focus.
Weekly Update: Calling it as they see it in Minneapolis 
Jun. 27, 2018 :: Linda Duessel
History suggest the back end of midterm election years are good for the market; getting there is another matter.
Orlando's Outlook: Lighten up and lock in some profits 
Jun. 27, 2018 :: Philip Orlando
We expect a powerful Q4 rally that will drive equities to record highs.
Orlando's Outlook: Oil policy reversal 
Jun. 22, 2018 :: Philip Orlando
Concerned about production drops in several troubled countries, OPEC and Russia will increase oil output.
Weekly Update: Don't go away MAD 
Jun. 22, 2018 :: Linda Duessel
There's more at stake with a trade war than the markets may appreciate.
Secular Bull Update: Patience is a virtue 
Jun. 19, 2018 :: Stephen Auth
Uncertainty over the trade war back-and-forth may create some resistance but the longer-term view still looks solid.
Orlando's Outlook: Welcome to Jay Powell's Fed 
Jun. 15, 2018 :: Philip Orlando
New leadership at the Fed looks to be even more transparent. The question is, will it also be more hawkish?
Weekly Update: If everybody's euphoric on Main Street, then ... 
Jun. 15, 2018 :: Linda Duessel
It may be worth reminding ourselves that this is a secular bull market for equities.
Weekly Update: 'War, what is it good for?' 
Jun. 8, 2018 :: Linda Duessel
As the wall of worry builds, the market keeps inching higher.
Orlando's Outlook: With worry comes opportunity 
Jun. 5, 2018 :: Philip Orlando
There could be noise in the coming weeks, but second-quarter earnings released in mid-July should be strong.
Weekly Update: 'Who needs 'em!' 
Jun. 1, 2018 :: Linda Duessel
Amid all the noise, the equity markets could be setting up for a run.
Orlando's Outlook: Surprisingly robust May jobs report 
Jun. 1, 2018 :: Philip Orlando
Lots to like in the labor report and little to keep the Fed from a June hike.
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.
Weekly Update: Shall we discuss politics or shoes? 
May 25, 2018 :: Linda Duessel
Putting worries in perspective, what is there really to worry about now?
Orlando's Outlook: Delayed gratification for small caps 
May 23, 2018 :: Philip Orlando
The recent small-cap rally has legs.
Market Memo: Bearish market myths make for a buying opportunity 
May 21, 2018 :: Stephen Auth
When fundamentals debunk market myths, investors stand to gain.
Weekly Update: Pretty faces 
May 18, 2018 :: Linda Duessel
With all the talk of inflation's return to the U.S, the data has softened.
Orlando's Outlook: Strong 'Mapril' retail sales rebound 
May 17, 2018 :: Philip Orlando
Retail sales rebounded in the combined March and April months.
Orlando's Outlook: Inflation firming, not spiking 
May 11, 2018 :: Philip Orlando
This upward move of inflation is nothing to fear.
Weekly Update: My delightful colleague dropped me off at the airport and went for barbecue 
May 11, 2018 :: Linda Duessel
An up-leg may be building for stocks, but watch those yields.
Orlando's Outlook: Mixed bag for April labor 
May 4, 2018 :: Philip Orlando
Sluggish job creation and wage growth suggest just two more Fed hikes this year.
Weekly Update: Mayday, mayday! 
May 4, 2018 :: Linda Duessel
There are many reasons to worry, but are they good reasons?
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?
Weekly Update: I envision a perennial tan in 2028 
Apr. 27, 2018 :: Linda Duessel
3% and "cyclical peak" stirred the waters early this week, but it's hard to get too bothered when earnings keep coming in like they have been.
Orlando's Outlook: GDP stronger than expected 
Apr. 27, 2018 :: Philip Orlando
The Q1 economy had the best first-quarter growth in three years.
Orlando's Outlook: Separate the wheat from the chaff 
Apr. 20, 2018 :: Philip Orlando
The big picture is still good for the U.S. economy suggesting that equities could rally.
Weekly Update: If we all know it, isn't it already priced in? 
Apr. 20, 2018 :: Linda Duessel
Rosy expectations for first-quarter earnings have been around so long that beats are considered ho-hum unless they are really big beats.
Weekly Update: They all think he's 'crazy' but would still make a trade 
Apr. 13, 2018 :: Linda Duessel
Canadians don't much care for Trump but they care for their prime minster even less.
Orlando's Outlook: Equity market roller-coaster heading higher 
Apr. 13, 2018 :: Philip Orlando
Earnings take center stage and they are expected to be very good.
Weekly Update: Time and hope 
Apr. 6, 2018 :: Linda Duessel
A lot of reasons to see a new uptrend but will the president's trade threats get in the way?
Orlando's Outlook: Four'easters slow March jobs 
Apr. 6, 2018 :: Philip Orlando
The silver lining to the storms that impaired employment in March is that the Fed might slow its pace of hikes.
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.
Weekly Update: Why the face? 
Mar. 29, 2018 :: Linda Duessel
Fundamentals, technicals and seasonality suggest the worst is behind for the equity market.
Market Memo: The correction is over; time to add to equities 
Mar. 27, 2018 :: Stephen Auth
Federated raises its equity overweight in its stock-bond model to 80% of maximum as sell-off creates more attractive valuations.
Orlando's Outlook: March Madness, equity edition 
Mar. 26, 2018 :: Philip Orlando
Stocks may be poised to reverse their recent weakness.
Weekly Update: 'This is the first of many' 
Mar. 23, 2018 :: Linda Duessel
Market stumbles as Trump ramps up trade actions; might Q1 earnings prove a tonic and fuel an upside breakout?
Orlando's Outlook: Trade deficit domino effect 
Mar. 20, 2018 :: Philip Orlando
Trump's tariffs come with wide-ranging ramifications.
Weekly Update: A tall, powerful, aggressive woman 
Mar. 16, 2018 :: Linda Duessel
Amazon's reach is extending far beyond Seattle as it and other disruptive technology behemoths are helping keep inflation in check.
Market Memo: The small-cap case is solid 
Mar. 13, 2018 :: Gregory Sterzel
Here are three good reasons to believe the performance of small cap stocks may be ready to perk up.
Orlando's Outlook: In search of a one-armed economist 
Mar. 13, 2018 :: Philip Orlando
Federated's latest GDP house calls for 2018 and 2019.
Orlando's Outlook: Labor market perfection 
Mar. 9, 2018 :: Philip Orlando
The robust jobs report checked off every item on the market's wish list.
Weekly Update: This is going to be a big problem in 6 months 
Mar. 9, 2018 :: Linda Duessel
Concerns about coming wage inflation have been consistent for years; the reality so far has been anything but.
Weekly Update: 'Is 3 the new 4?' 
Mar. 2, 2018 :: Linda Duessel
As inflation-rate worries rattle markets, history suggest the fears may be overdone.
Market Memo: An opportunity, not an omen 
Mar. 2, 2018 :: Stephen Auth
The fundamentals and valuations remain solid, making the current pullback an opportunity, not an omen.
Orlando's Outlook: Is a retest inevitable? 
Mar. 1, 2018 :: Philip Orlando
Market volatility shows disconnect from economic fundamentals
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.
Orlando's Outlook: Bottoming is a process 
Feb. 23, 2018 :: Philip Orlando
It will take time for the markets to fully know the new Fed's response to rising inflation expectations.
Weekly Update: When I die, I think I shall reincarnate ... 
Feb. 23, 2018 :: Linda Duessel
There are a lot of things to worry about. Maybe that's a good thing.
Market Memo: Reiterating bull call—stay overweight stocks and buy dips 
Feb. 22, 2018 :: Stephen Auth
Five reasons why the current volatility is an opportunity, not a threat.
Orlando's Outlook: Ho, ho humbug? 
Feb. 16, 2018 :: Philip Orlando
The downgrade in retail sales belies a healthy consumer.
Weekly Update: 'You look like Nancy Pelosi' 
Feb. 16, 2018 :: Linda Duessel
In California, where they sometimes say the wackiest things, advisors are worried that their clients aren't worried.
Weekly Update: What are they talking about?? 
Feb. 9, 2018 :: Linda Duessel
It appears this sell-off isn't about inflation and higher yields; it's about trading in volatility.
Q&A: What's driving dividends in 2018? 
Feb. 7, 2018 :: Deborah Bickerstaff
Volatility and rising rates aren't necessarily detrimental and can be good for dividend payers.
Orlando's Outlook: Buy on weakness 
Feb. 6, 2018 :: Philip Orlando
We view the recent market moves as a technical capitulation rather than a deterioration of solid fundamentals.
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.
Orlando's Outlook: Wage growth begins to accelerate 
Feb. 2, 2018 :: Philip Orlando
Wage pressure seems to finally have arrived for the long-tightening labor market.
Weekly Update: 'I hope you're right' 
Feb. 2, 2018 :: Linda Duessel
A little volatility can represent an opportunity.
Market Memo: 5 reasons 2018 should be good for growth strategies 
Jan. 30, 2018 :: Jordan Stuart
Earnings, tax reform, economic growth, IPOs and innovation should all be supportive of growth stocks this year.
Orlando's Outlook: Imports & inventories mask strong GDP 
Jan. 26, 2018 :: Philip Orlando
Poor headline GDP reading is not the full story.
Weekly Update: Is it a bubble? 
Jan. 26, 2018 :: Linda Duessel
It may be a frothy market but given the fundamentals and technicals, it's hardly a bubble.
Orlando's Outlook: FOMO? No, follow the growth 
Jan. 19, 2018 :: Philip Orlando
Tax cuts and stronger growth should boost earnings and stocks this year; we now have a year-end S&P 500 target of 3,100.
Weekly Update: These are the facts 
Jan. 19, 2018 :: Linda Duessel
And the facts suggest we are shifting from the Wall of Worry to the Year of Euphoria
Weekly Update: Laughs, hugs and a winter respite 
Jan. 12, 2018 :: Linda Duessel
Except for SALT, Californians like much of the country are feeling bullish.
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.
Orlando's Outlook: Powerful start to the new year 
Jan. 10, 2018 :: Philip Orlando
The 'January Barometer' predicts another strong year for stocks.
Market Memo: Surprise, surprise—where the 2018 consensus is likely wrong 
Jan. 10, 2018 :: Stephen Auth
We see five risks skewing to the upside, not downside, and thus are raising our 2018 target on the S&P 500 to 3,100
Orlando's Outlook: December jobs report a lump of coal 
Jan. 5, 2018 :: Philip Orlando
Disappointing miss in the payrolls report sharply contrasts the strength of other employment measures.
Weekly Update: Will you be getting a raise this year? 
Jan. 5, 2018 :: Linda Duessel
The melt-up continues amid signs of accelerating growth and expectations that more people will be receiving more pay via raises and tax cuts.
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.
Orlando's 2018 Outlook: Can the new year top 2017? 
Dec. 22, 2017 :: Philip Orlando
Counting the reasons we feel will result in a strong economy and market in 2018.
2018 Outlook: On the other hand ... 
Dec. 22, 2017 :: Linda Duessel
There are a lot of reasons to believe the risk-on trade will continue; there are a lot of reasons that suggest that maybe it won't.
2018 Outlook: Tax bill, the Christmas gift that should keep on giving 
Dec. 20, 2017 :: Stephen Auth
The near-term impact is a plus, but it's the longer-term additions that may take this economy and market to new heights.
Tax Reform Special: What the bill means for investors 
Dec. 20, 2017 ::
Faster growth, higher earnings will be good for stocks, but there are some countervailing forces for bonds.
Orlando's Outlook: Consumer spending accelerates into Christmas 
Dec. 15, 2017 :: Philip Orlando
Data suggest this could be the best holiday sales season since 2011.
Weekly Update: I don't care about the presents underneath the Christmas tree 
Dec. 15, 2017 :: Linda Duessel
The fundamentals continue to be favorable for stocks but there are potential stumbling blocks ahead.
Orlando's Outlook: Reshaping the Fed 
Nov. 10, 2017 :: Philip Orlando
Trump has the opportunity to impact monetary policy, economic growth and market performance by filling open posts.
Orlando's Outlook: Jobs rebound, but entire report is mixed 
Nov. 3, 2017 :: Philip Orlando
There are enough positives in the jobs report to keep the Fed on track for another hike.
Weekly Update: Cold winds blowing 
Nov. 3, 2017 :: Linda Duessel
Tax-reform messiness and lack of market breadth could spawn an equity sell-off. That's OK, because it would just serve to extend the up-cycle.
Weekly Update: It's important to know what you're paying for 
Oct. 27, 2017 :: Linda Duessel
The next few weeks should make clear what is and isn't possible on the tax-reform front. Meanwhile, the market carries on.
Orlando's Outlook: What hurricanes? 
Oct. 27, 2017 :: Philip Orlando
The prospect of fiscal policy reform continues to stir animal spirits among businesses and consumers.
Market Memo: Maybe Trump is proving a point 
Sept. 14, 2017 :: Jordan Stuart
As Washington fiddles, companies are hiring and investing more and the equity market is moving higher.
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.
Orlando's Outlook: Round trip 
Jun. 9, 2017 :: Philip Orlando
The latest Federated Macro Policy Committee observations of and positions on the U.S. economy.
Weekly Update: I can't predict the future 
Jun. 2, 2017 :: Linda Duessel
Slow growth and low inflation are just fine for equities.
Weekly Update: On the road again 
Apr. 13, 2017 :: Linda Duessel
A South Florida visit found many still fearful and that may be good for equities.
Weekly Update: Don't be a gambler, be an investor 
Mar. 31, 2017 :: Linda Duessel
Beyond all the noise, there are a lot of reasons to be optimistic about stocks for the longer term.
Weekly Update: Nothingburger 
Mar. 17, 2017 :: Linda Duessel
The trend for stocks remains up and there's not a lot getting in the way.
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.
Orlando's Outlook: Strong December jobs report doesn't matter for markets 
Jan. 8, 2016 :: Philip J Orlando
The labor market was much stronger than expected in December, which should have quelled some of the China-driven angst that has roiled global markets thus far in 2016.

Webcast: Equity Outlook

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