Tools & Resources▼
| Weekly Update: 'I'm crazy bullish!' |
Dec. 2, 2016 ::
There are a lot of catalysts for the market through year-end, but Linda Duessel cautions investors not to get ahead of themselves.
| Weekly Update: My sincere thanks to you |
Nov. 23, 2016 ::
The ride may last a while longer but there are near-term roadblocks ahead.
| Weekly Update: A high-class problem |
Nov. 17, 2016 ::
Most everyone thinks the Republican sweep is driving the stock rally and bond sell-off. But maybe it only reinforced data pointing to a risk-on move already.
| Weekly Update: Land that I love |
Nov. 11, 2016 ::
His faults aside, Donald Trump's appeal and policies are a lot like Ronald Reagan's. Maybe we should call him, Ronald Trump?
| Weekly Update: Interest rates aren't nearly as sexy as this election |
Nov. 4, 2016 ::
All eyes are on Tuesday's election but Linda is watching inflation and interest rates.
| Weekly Update: Stagflation, seriously? |
Oct. 28, 2016 ::
The economy has issues but they aren't as bad as many think.
| Weekly Update: Warm milk, cold toast |
Oct. 21, 2016 ::
Evidence suggests U.S. economy will continue to muddle along, and that may be OK.
| Weekly Update: I am at peace |
Oct. 14, 2016 ::
With a Clinton victory appearing more likely, Linda focuses on what happens 4 years from now.
| Weekly Update: You don't have to tell me for whom you're voting |
Oct. 7, 2016 ::
Signs of strengthening as fall arrives may help equities but uncertainties abound, starting with the election.
| Weekly Update: In search of something better |
Sept. 30, 2016 ::
In Texas, they just want to see faster growth.
| Weekly Update: A positive spin on those ultra-low interest rates |
Sept. 23, 2016 ::
Low yields might actually not reveal anything useful about growth prospects, so growth might not be as bad as feared.
| Weekly Update: Hey, I'm not the one running for president! |
Sept. 16, 2016 ::
There seems to be a lot of anger and uncertainty out there over the election, the economy and the markets.
| Q&A: What role do demographics play in slowing economic growth? |
Sept. 13, 2016 ::
And what if slower means smoother, with fewer bubbles, booms and busts?
| Weekly Update: My limo driver at 5 a.m. wanted to discuss interest rates |
Sept. 9, 2016 ::
Monetary policy normalization, rather than accommodation, may pose systemic risk. Nearer-term, improving Trump's odds could spark a sell-off.
| Weekly Update: It was hot in Music City |
Sept. 2, 2016 ::
Lower rates for longer, no recession in sight and the market's behavior in past rate-hike cycles suggest that equities should remain in a bull.
| Weekly Update: September? December? |
Aug. 26, 2016 ::
It probably doesn't matter when the Fed rate hike comes. The longer-term view remains bullish.
| Early Election Special: For your beach-reading pleasure |
Aug. 17, 2016 ::
Linda Duessel breaks down the likely policy proposals and market impact of the top two presidential candidates.
| Weekly Update: Shaka! |
Aug. 12, 2016 ::
As the market hits new highs, investors are chill as the data pipeline slows during vacation season.
| Weekly Update: Is an inflation scare building? |
Aug. 5, 2016 ::
The news was good this week, and the market responded accordingly. But will potentially stronger growth also bring higher inflation and rates?
| Weekly Update: We could be worrying too much, continued ... |
Jul. 29, 2016 ::
Disappointing spring data and concerns over the election outcome may be masking a market that has more oomph than we think.
| Weekly Update: The world turned upside down |
Jul. 22, 2016 ::
It used to be P/E multiples would fall when inflation would rise; now it seems the opposite is true as the market yearns for growth and safety.
| Weekly Update: A new record high for the S&P just as conventions begin |
Jul. 15, 2016 ::
Markets grind ever higher as earnings and data lift spirits even as rates stay low and doubts abound.
| Weekly Update: If it's a good story, you keep telling it |
Jul. 8, 2016 ::
Yield strategies are holding firm in this low-rate, high uncertainty environment.
| Weekly Update: The trouble with committing political suicide |
Jul. 1, 2016 ::
The real concern over Brexit isn't the U.K. or even the EU. It's whether it marks a populist movement that will bring an end to globalization.
| Weekly Update: What do LeBron & Trump have in common? |
Jun. 22, 2016 ::
It promises to be an interesting few weeks.
| Weekly Update: 'Aren't you worried about interest rates?' |
Jun. 17, 2016 ::
Pending Brexit vote adds to uncertainty that's driving down yields.
| Weekly Update: We've got two choices |
Jun. 10, 2016 ::
A lot is weighing on investors' minds but at the top is Trump and the presidential election.
| Video: Strategies for a sideways market |
Jun. 2, 2016 ::
Senior Equity Strategist Linda Duessel discusses advisers' concerns and the markets sideways pattern.
| Video: Trump + Hillary = Sloppy Market |
Jun. 2, 2016 ::
Senior Equity Strategist Linda Duessel shares her thoughts on the impact of the presidential election on the markets.
| Election Special: Either he has it or he doesn't |
Jun. 2, 2016 ::
What if Trump becomes president? Linda looks at the implications for the markets and the economy.
| Weekly Update: Clarity in the sunshine |
May 25, 2016 ::
A lot of uncertainty is hanging over the market, but that should clear up in the next few months.
| Weekly Update: I have a disappointed client! |
May 20, 2016 ::
It's not what you think; I couldn't find any shoes worth buying in San Francisco. As for the market, sideways seems to be the fashion for now.
| Weekly Update: Maybe it's better that we don't get clarity |
May 13, 2016 ::
The market continues to struggle with disparate data on the economy. Maybe that's not such a bad thing.
| Weekly Update: 'Who run the world' |
May 6, 2016 ::
There's no clear sign on whether equities have more upside or downside from here, suggesting the tight trading range of the past 2 years may continue.
| Weekly Update: My Pittsburgh masseur is going to build a tiny house |
Apr. 29, 2016 ::
Worries over negative rates, slow growth and an historically challenging seasonal period could knock the rally off its tracks.
| Weekly Update: Horror is a relative term, I guess |
Apr. 22, 2016 ::
These are interesting times, with arguments both pro- and anti-equities making sense. In the end, maybe we keep trading in the relatively narrow range where we've been for awhile.
| Weekly Update: On the one hand, on the other... |
Apr. 15, 2016 ::
There are mixed signals on whether the recent rally has legs or if perhaps another down-leg lies ahead.
| Weekly Update: High winds |
Apr. 8, 2016 ::
Much like the winds this week, the market has been choppy, with no clear sense of when or whether the ride will turn smoother.
| Weekly Update: Uncertainty = Q4?! |
Apr. 1, 2016 ::
Yellen cages the hawks and indicates the Fed stands ready to do more stimulus if need be. Not surprisingly, the market rallies as its love of easy money trumped worries over uncertainty.
| Weekly Update: How much would you pay to sleep well at night? |
Mar. 24, 2016 ::
There are a lot of reasons to be encouraged by the market, and a lot of reasons to be concerned.
| Weekly Update: March Madness |
Mar. 18, 2016 ::
On the road in basketball-mad North Carolina.
| Weekly Update: I've got a case of popcorn for Tuesday night |
Mar. 11, 2016 ::
Trump's march toward the nomination appears inevitable, with Tuesday's winner-take-all states the last establishment bulwark.
| Weekly Update: #NeverTrump = President Clinton? |
Mar. 4, 2016 ::
As Trump's rise to the GOP nomination seems inevitable, the markets are left to ponder the impact.
| Weekly Update: What trumps Trump? |
Feb. 26, 2016 ::
How China gets out of its current morass may go a long way toward determining how this market behaves in coming months.
| Weekly Update: Crickets are quiet until they gather and let their hair down |
Feb. 19, 2016 ::
The rally has been nice but the undercurrents suggest some turbulence ahead.
| Weekly Update: Main Street is calmer than Wall Street for a change |
Feb. 12, 2016 ::
As the risk-off trade continues, the fundamentals of the U.S. economy look pretty good, particularly for households.
| Weekly Update: Technical recession watch |
Feb. 5, 2016 ::
Mixed signals fail to ease the uncertainty that's helping feed this market slump.
| Weekly Update: Black gold, Texas tea? Not for awhile ... |
Jan. 29, 2016 ::
Until oil settles, it's going to be volatile.
| Weekly Update: 'Have we seen the low in oil? Have we seen the low in stocks?' |
Jan. 22, 2016 ::
Finding bottoms can be a messy process, but absent a yet-unknown financial crisis, there's reason to think a buy-the-dips strategy would be a good one in this current environment.
| Weekly Update: This stock market, it's a confidence game |
Jan. 15, 2016 ::
It's hard to fight the tape when the mood is so sour. But behind this big Wall of Worry are some pretty solid economic fundamentals.
| 2016 Outlook Special: Whither the consumer, whither the economy |
Jan. 8, 2016 ::
All the worries over oil and China seem to be overlooking one critical factor: consumers remain the dominant force in the economy, and all signs suggest they're ready to spend in the New Year.
| 2016 Outlook: Do you fear the turtle? |
Dec. 30, 2015 ::
There are reasons to be concerned about 2016 but if the consumer comes through and oil prices indeed have bottomed, it should be a good year.
| Weekly Update: I sure hope Santa comes |
Dec. 18, 2015 ::
Time is running short for the typical year-end Santa Claus rally but broader metrics suggest risk-on assets are set to move up in coming weeks.
| Weekly Update: A lot is riding on Santa |
Dec. 11, 2015 ::
The next few weeks may determine if we get the growth we need to justify our bullish outlook on 2016.
| Video: Equity Outlook |
Aug. 14, 2015 ::
What’s the outlook for equities in the second half of 2015? Senior Equity Strategist Linda Duessel provides her insight.
| Video: Finding Income |
Feb. 9, 2015 ::
Where can the conservative investor find income without taking on a lot of risk? Senior Equity Strategist Linda Duessel offers her insight.
| Video: Appropriately Bullish |
Feb. 9, 2015 ::
What are the biggest headwinds and tailwinds to Federated’s bullish view on the U.S. economy and equity markets? Senior Equity Strategist Linda Duessel provides her take.