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Equity
October 4 2022
Monetary Policy .
Video Growth slowdown
October 4 2022

Numerous factors affect our outlook. 

October 3 2022
Equity .
Article Will the economy drive midterm elections?
October 3 2022

Or will social policy issues keep it close?

September 30 2022
Markets/Economy .
Video Recession on the radar
September 30 2022

More warnings appear. 

October 3 2022
Equity .
Article Trouble in paradise
September 30 2022

Disasters all over have markets on edge.

September 27 2022
Equity .
Video Bundle up
September 27 2022

Investors may feel winter chill in Europe.

September 23 2022
Equity .
Article Ditto
September 23 2022

Fed Chair Powell reiterates hawkish Jackson Hole message.

September 30 2022
Equity .
Article There's no place like home
September 23 2022

Investors seeking shelter from stormy markets.

September 23 2022
Equity .
Video Bounce back
September 23 2022

Commodity based economies positioned to succeed.

September 19 2022
Markets/Economy .
Article Consumer spending slows
September 19 2022

Control results weak, but school shopping solid.

September 16 2022
Equity .
Article 70 is the new 50
September 16 2022

Amid this week's chaos, good vibes in visits to Atlanta and Nashville. 

September 13 2022
Equity .
Article She rocked those hats!
September 9 2022

Queen Elizabeth II was a constant in a world of turmoil. 

September 7 2022
Equity .
Article Will biotech's bounce last?
September 7 2022

There are reasons to think it might.

September 2 2022
Equity .
Article A slower pace
September 2 2022

Perhaps Wall Street can take a cue from Main Street and just chill.

September 2 2022
Markets/Economy .
Article Mixed picture for August employment
September 2 2022

Relatively healthy jobs report keeps Fed hiking rates.

September 16 2022
International/Global .
Article Why country matters
September 1 2022

Global investment decisions often start at the top.

August 26 2022
Monetary Policy .
Article Hawkish Powell roils markets
August 26 2022

Fed Chair uses Jackson Hole keynote to reset investor expectations. 

August 26 2022
Equity .
Article 'Now I understand why Dad was always in a bad mood'
August 26 2022

'70s stagflation made many people grumpy, which is why no one wants a repeat.

September 6 2022
Equity .
Article Summer's almost over
August 22 2022

And with it, the rally in stocks is likely ending, too.

August 19 2022
Equity .
Article Chill in 'Emerald City'
August 19 2022

Bears and bulls facing off on what the Fed may do.

August 22 2022
Politics .
Article What will voters think of the Inflation Reduction Act?
August 16 2022

Their answers could play a big role in midterm elections.

August 16 2022
Equity .
Article You've got to ask yourself one question
August 12 2022

A lot is riding on a Fed pivot.

August 12 2022
Markets/Economy .
Article Political hot potato
August 9 2022

What will the White House do with student debt?

August 5 2022
Markets/Economy .
Article Good news is bad news
August 5 2022

Hot July jobs report keeps Fed on warpath against inflation.

August 5 2022
Markets/Economy .
White Paper 2022 Outlook update: Slowdown, not a meltdown August 5 2022

Ways to position for the market ahead.

September 6 2022
Inflation .
Article Against the wind
August 5 2022

Continuing rally hopes face structural inflation headwinds.

August 4 2022
Equity .
Podcast Revenge of the boring


August 4 2022

Seeking opportunities amid volatility.

August 1 2022
Markets/Economy .
Article We're not in a recession...yet
July 29 2022

But high inflation and Fed tightening are taking us closer.

August 1 2022
Equity .
Article Wanna change the subject?
July 29 2022

Uncertainties casting doubt on the rally.

July 27 2022
Monetary Policy .
Article Another big swing
July 27 2022

The Fed raises interest rates by 0.75% for the second month in a row.

July 25 2022
Markets/Economy .
Article U.S. electric vehicle progress: more tortoise than hare?
July 25 2022

Battery technology, charging stations, safety and costs among key issues.

July 29 2022
Equity .
Article Thor versus Loki
July 22 2022

It's inflation versus recession with the Fed in the starring role.

July 15 2022
Markets/Economy .
Article Sizzling
July 15 2022

Hot inflation, stagflation concerns, recession fears and a hawkish Fed.

July 14 2022
Equity .
Podcast 40 years on Wall Street

July 14 2022

Investment and life lessons from Stephen Auth.

July 29 2022
Equity .
Article 'I mean, it's one banana. What could it cost? Ten dollars?'
July 14 2022

Inflation and recession face off as the market weighs which is worse.

July 12 2022
Equity .
Video Balancing act
July 12 2022

Finding opportunities in a rising-rate environment. 

July 11 2022
Markets/Economy .
Article June jobs report a mixed bag
July 8 2022

Fed on track for a 0.75% hike in late July.

July 8 2022
Equity .
Article Malaise
July 8 2022

Markets might be setting up for '70s' era modest returns.

July 6 2022
Equity .
Video Midterms and markets
July 6 2022

The real impacts come after the elections.

July 1 2022
Markets/Economy .
Article Worst equity returns in half a century
July 1 2022

And the storm might not be over.

July 1 2022
Equity .
Article The summer of our discontent
July 1 2022

Could it be setting investors up for a glorious winter?

June 29 2022
Equity .
Video Navigating rough terrain
June 29 2022

Where to turn when risk rates rise.

August 1 2022
Equity .
Article Rocky landings easier to handle from a neutral corner
June 28 2022

Selling equities into rally as outlook for 'Rocky Landing' grows more likely.

July 14 2022
International/Global .
Article Look to the East
June 28 2022

Our international team sees opportunity in China, Asia.

July 14 2022
Equity .
Video Reasons for optimism
June 24 2022

Patience and diversification are key.

June 24 2022
Markets/Economy .
Article Collateral damage
June 24 2022

Fed policy shift should cool the housing market.

June 22 2022
Equity .
Video Conditions of uncertainty
June 22 2022

Dividends have withstood market volatility.

June 17 2022
Markets/Economy .
Article Power up
June 17 2022

Nuclear could see a resurgence as world turns to cleaner energy.

June 17 2022
Equity .
Article This too shall pass
June 17 2022

Markets are adjusting to the new Fed regime.

June 16 2022
Equity .
Video The usual suspects
June 15 2022

Dividend-paying sectors have remained steady through good times and bad.

June 28 2022
Equity .
Article Risk-reward on stocks edging into balance
June 14 2022

Nearing level to leg back in but staying defensive as Fed attempts 'rocky landing.'

June 10 2022
Markets/Economy .
Article Passing the buck on inflation
June 10 2022

Consumer Price Index surges to a new 40-year high.

June 10 2022
Equity .
Article Genteel and a survivor
June 10 2022

Helpful qualities in a market that's distributing so much pain.

June 10 2022
Active Management .
Article Defense still rules in this market
June 10 2022

Fed should give investors no reason to stray from short-duration, value strategies.

June 16 2022
Markets/Economy .
Video A return to dividends
June 9 2022

Investors seek to reduce risk.

June 3 2022
Equity .
Article I'm a glass half-full kind of girl
June 3 2022

Contradictory data offers something for optimists and pessimists.

June 6 2022
Markets/Economy .
Article Labor market begins to retrench
June 3 2022

Fed remains on track for more half-point hikes.

May 27 2022
Equity .
Article Are you a 'Have' or 'Have-not?'
May 27 2022

Consumers powered the recovery and markets. Will they hold up? 

May 26 2022
Markets/Economy .
Article Economic slowdown
May 26 2022

Stagflation and recession risks growing.

June 13 2022
Equity .
Article Stay strong, but defensive
May 26 2022

A near-term bottom may be in sight.

May 20 2022
Markets/Economy .
Article Solid 'Mapril' retail sales
May 23 2022

No recession on the immediate horizon.

May 23 2022
Equity .
Article Won't anyone go shopping with me?
May 20 2022

Consumers may hold the key to whether it's a recession or "softish" landing. 

June 28 2022
Equity .
Article Will this madness ever end?
May 18 2022

It will (it always has). Growth investors need to be ready.

May 16 2022
Markets/Economy .
Article Day late and a ruble short
May 16 2022

The U.S. should ramp up energy production.

May 13 2022
Equity .
Article Capitulation
May 13 2022

Cash tops shopping list but other possibilities starting to look promising.

May 26 2022
Equity .
Article Hold the fort
May 11 2022

Our bias is to add to risk. We’re just not there … yet.

May 6 2022
Inflation .
Article Take a breath
May 6 2022

The news on earnings and the economy is good. Markets don't care.

May 6 2022
Equity .
Article April jobs report a mixed bag
May 6 2022

Is the labor market slowing?

April 29 2022
Inflation .
Article Invest for inflation, not recession
April 29 2022

Unrelenting demand presents challenges as Fed seeks to unwind price pressures.

April 29 2022
Markets/Economy .
Article Ignore first-quarter GDP miss
April 29 2022

Fed still on track for a half-point hike.

April 28 2022
Monetary Policy .
Article Investors should stay defensive if the Fed follows its rhetoric
April 28 2022

More rate hikes would favor cash, floating-rate securities and value stocks.

April 25 2022
Equity .
Article Prices are rising everywhere ...
April 22 2022

Consumers and businesses don't seem to mind too much ... yet.

May 11 2022
Equity .
Article Revisionist history
April 22 2022

Washington policies helped to create runaway inflation.

May 2 2022
Equity .
Article Green shoots on the horizon
April 20 2022

5 reasons growth investors can take heart in 2022.

April 22 2022
Markets/Economy .
Article Dominos falling
April 14 2022

Russia’s invasion, higher energy costs, soaring inflation, hawkish Fed…

April 14 2022
Equity .
Article Persistent trumps peak
April 14 2022

Inflation that moderates but stays elevated can be a problem.

April 8 2022
Equity .
Article The Fed WILL succeed
April 8 2022

The only question for investors: at what cost?

April 26 2022
Markets/Economy .
Article Is the equity head fake over?
April 7 2022

A host of negative factors could end the recent rally.

April 25 2022
Fiscal Policy .
Video Quantitative tightening on the agenda in 2022
April 6 2022

The inflation genie is out of the bottle and the Fed will take action.

April 4 2022
Equity .
Article Why small-cap value now
April 5 2022

Today's challenges play into this asset class' strengths.

April 25 2022
Equity .
Article Call us 'cautious bulls'
April 5 2022

Year-end S&P forecasts for 2022 and 2023 lowered to 4,800 and 5,100.

April 1 2022
Markets/Economy .
Article Labor market not slowing down
April 1 2022

Fed on pace for half-point hike in May.

April 4 2022
Equity .
Article Never wise to fight ...
April 1 2022

Russia-Ukraine conflict taking its toll.

April 5 2022
Ukraine Crisis .
Article 'Don't play Hearts with someone who doesn't know the rules'
March 28 2022

Still cautiously favoring equities as unpredictable Putin plays under his own rules. 

March 25 2022
Equity .
Article All of the above?
March 25 2022

The U.S. must pursue a dual-track energy policy.

March 22 2022
International/Global .
Article The 'Beijing put'
March 22 2022

Greenspan supported U.S. markets. Now it's President Xi Jinping's turn in China.

March 21 2022
Inflation .
Article '70s redux
March 22 2022

It may feel similar, but the differences are many.

March 20 2022
Markets/Economy .
Article Stocks greet Fed's hawkish turn with bullish embrace
March 18 2022

But is the equity rally a head fake?

March 18 2022
Equity .
Article Do you think the madness will end when March is over?
March 18 2022

Like the NCAA tourney, uncertainty reigns in markets.

March 11 2022
Ukraine Crisis .
Article 'The usuals' aren't calling
March 11 2022

Hard to call a bottom when investor fear is missing.

March 28 2022
Ukraine Crisis .
Article Revising our framework to incorporate Ukraine war
March 10 2022

Scenarios vary but on a 12-month view, stocks should be higher from here.

March 7 2022
Equity .
Article Biotech down but far from out
March 8 2022

Health-care innovation continues to accelerate.

March 17 2022
Ukraine Crisis .
Article Geopolitical risks
March 7 2022

Ukraine, energy, inflation and Fed driving markets.

March 4 2022
Markets/Economy .
Article Labor market stays hot
March 4 2022

Second consecutive sharp gain puts Fed on track to hike.

March 4 2022
Ukraine Crisis .
Article The best offense ...
March 4 2022

Defensive stocks can offer refuge and potential rewards.

March 2 2022
Markets/Economy .
Article Will the Ukraine crisis keep the Fed in limbo?
February 28 2022

Remaking of the Fed’s board and rate hikes could be in flux.

February 25 2022
Equity .
Article Peak (fill in the blank)
February 25 2022

Is the market putting in a bottom on peak everything?

March 8 2022
Ukraine Crisis .
Article Another 'F' falls
February 25 2022

Foreign crisis joins two other "Fs" affecting markets: fiscal policy and Fed.

February 18 2022
Equity .
Article Stars aligning for Team Value
February 18 2022

Its offense (dividends) and defense (lower multiples) play well in current environment.

February 17 2022
Markets/Economy .
Article Gift cards power January retail sales
February 17 2022

Holiday sales were surprisingly robust

February 24 2022
Equity .
Article 'Good news,' 'Bad news' and 'Not news'
February 15 2022

A better back-half looms for equity investors. Getting there could be rocky.

February 15 2022
Markets/Economy .
Article Information is the new oil
February 15 2022

Shortages shed light on role of microchips in unlocking information's value.

February 11 2022
Equity .
Article Walking a tightrope
February 11 2022

Fed must juggle inflation versus recession risks.

February 8 2022
Markets/Economy .
Article January Barometer sinks
February 9 2022

Midterm election years are particularly challenging.

February 4 2022
Equity .
Article Energy doesn't care
February 4 2022

The sector continues to lead through broader market turmoil.

February 4 2022
Markets/Economy .
Article Surprisingly strong jobs report
February 4 2022

The labor market ignored omicron and winter weather in January.

February 15 2022
Equity .
Article The path for growth investing hasn't changed
January 31 2022

Megatrends and secular shifts continue to create long-term opportunities.

January 28 2022
Equity .
Article The golden rule
January 28 2022

If there's no recession in sight, stay bullish.

January 28 2022
Markets/Economy .
Article Inventory restocking boosts Q4 GDP
January 28 2022

The long wait is over.

January 21 2022
Equity .
Article Omicron soft patch
January 21 2022

Inflation spiking while job growth and consumer spending have slowed.

February 8 2022
2022 Outlook .
Podcast Themes to watch, forecasts and potential surprises January 21 2022

Our outlook across asset classes.

January 21 2022
Equity .
Article Profit margins, an oasis in volatile markets
January 21 2022

Fortune favors companies that can pass on cost increases.

January 14 2022
Equity .
Article The key risk
January 14 2022

It's all about inflation expectations.

July 25 2022
53198 .
White Paper 2022 Outlook: No time to hunker down January 13 2022

New year presents new opportunities across sectors.

January 12 2022
Markets/Economy .
Article Batting .500
January 12 2022

Two early-year stock market indicators point in different directions.

February 7 2022
2022 Outlook .
Article Thinking green and biotech (and a little less inflation)
January 7 2022

Three things to watch in 2022.

January 7 2022
2022 Outlook .
Article 'It's going to be a volatile year'
January 7 2022

Fed tightening and evaporating fiscal stimulus should make for a bumpy road.

January 7 2022
Equity .
Article Another jobs disconnect
January 7 2022

Fed poised to hike rates in March

January 5 2022
2022 Outlook .
Article One country's pain is another's opportunity
January 5 2022

Three things to watch in 2022.

January 25 2022
2022 Outlook .
Article Base-case forecast: Solid, though more muted, gains ahead
January 4 2022

Better returns likely in value stocks but keep an eye out for 'The Four Fs.'

January 4 2022
2022 Outlook .
Article I'm going to need a bigger closet (dancing emoji)
December 27 2021

Three things to watch in 2022.

December 22 2021
Markets/Economy .
Article Good tidings for holiday spending
December 22 2021

Season is bright for retailers, despite headwinds.

December 17 2021
Equity .
Article Do you suppose Santa is wearing a mask?
December 17 2021

Omicron is weighing on psyches, but not so much markets ... yet.

January 3 2022
2022 Outlook .
Article Volatility on the horizon
December 16 2021

Three things to watch in 2022.

December 10 2021
Equity .
Article The boy who cried 'variant'
December 10 2021

Omicron is a nonevent for the markets.

December 7 2021
Markets/Economy .
Article Passing the Covid baton
December 7 2021

The omicron variant is driving the markets now.

December 17 2021
Equity .
Article Market poised for Santa rally as near-term risks fade.
December 6 2021

Reiterating 4,800 and 5,300 '21 and '22 targets and value tilt

December 3 2021
Equity .
Article Revenge spend
December 3 2021

Americans using pocketbooks to fight back against Covid weariness.

December 3 2021
Markets/Economy .
Article A headscratcher
December 3 2021

The November jobs report's low headline number belies its internal strength. 

November 26 2021
Equity .
Article Inflation not a conversation starter at my dinner table
November 24 2021

Lots to be thankful for amid the divisiveness.

November 23 2021
Equity .
Article Life is getting back to normal
November 23 2021

But Thanksgiving will be more expensive this year.

December 17 2021
Equity .
Article There's a reason it's called the 'Wall of Worry'
November 22 2021

Market risks stay skewed to upside but inflation and possible policy errors lurk.

December 6 2021
Equity .
Article Santa's got an 'everything rally' in his bag
November 19 2021

Earnings and solid fundamentals appear ready to spread some holiday cheer.

November 19 2021
Equity .
Article Election lessons learned
November 19 2021

Were off-year results a wake-up call?

November 12 2021
Markets/Economy .
Article Threading the needle
November 12 2021

With inflation soaring and tapering starting, President Biden's choices for Fed seats are crucial.

November 12 2021
Equity .
Article Where are all the workers?
November 12 2021

It seems some may be earning plenty, for now, just trading crypto. 

November 23 2021
Inflation .
Article Inflation isn't killing the bull ... yet
November 10 2021

Companies with pricing power still offering potential.

November 5 2021
Equity .
Article Buy in November and HODL
November 5 2021

Popular meme seems perfect for this market.

November 5 2021
Markets/Economy .
Article Labor market rebounds
November 5 2021

Solid gains across the board in October.

October 29 2021
Markets/Economy .
Article GDP's stunning slump
October 29 2021

We see a variety of reasons for the pullback in Q3 GDP growth.

October 29 2021
Equity .
Article How do you suppose they became billionaires?
October 29 2021

Market marches forward as Dems scale back.

October 22 2021
Equity .
Article The '70s. Good times, although...
October 22 2021

We could do without leisure suits (maybe) and stagflation (definitely).

October 22 2021
Markets/Economy .
Article Peak everything?
October 22 2021

Economy slows noticeably, while inflation remains elevated.

November 23 2021
Equity .
Article Lots to worry about ... fueling the bull forward
October 22 2021

Still room to run, with a tilt toward cyclical companies with pricing power. 

October 20 2021
Equity .
Article Attention holiday shoppers!
October 20 2021

Aisle 3 is already sold out and it’s only October.

October 15 2021
Equity .
Article Stagflation ... Pshaw!
October 15 2021

This is not the 1970s ... not even close.

October 15 2021
Markets/Economy .
Article Christmas in October?
October 15 2021

Ships that stole Christmas

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