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Markets/Economy
March 27 2020
Coronavirus . Markets/Economy .
Article Market drives a technical PRISM recalibration
March 27 2020

Federated Hermes strategists remain overweight equities but make adjustments.

March 27 2020
Coronavirus . Equity .
Article The bad, the ugly and the good
March 27 2020

With so much still unknown, it seems too early to call a market bottom.

March 24 2020
Coronavirus . Fixed Income .
Article What's throwing markets out of whack?
March 24 2020

Fear, social distancing and avoidance of anything with a hint of risk.

March 27 2020
Coronavirus . Equity .
Article Stand pat into quarter-end
March 24 2020

Now is not the time to rebalance, Federated Hermes strategists say.

March 20 2020
Coronavirus . Equity .
Article Three-legged stool
March 20 2020

Monetary, fiscal and social policy must work in concert to manage crisis.

March 20 2020
Coronavirus . Equity .
Article 'Last call ... for a long time'
March 20 2020

Social distancing certainly seems necessary but it comes at a steep near-term price.

March 24 2020
Coronavirus . Liquidity .
Article Fed steps up to support prime money markets
March 20 2020

The loan facility, broader than in 2008-09, includes short-term muni securities.

March 20 2020
Coronavirus . Monetary Policy .
Article ECB, Bank of England ramp up stimulus
March 19 2020

The robust programs are aimed at combating the impact of Covid-19.

March 19 2020
Coronavirus . Liquidity .
Article Fed lends a hand to businesses

March 18 2020

Primary dealers and the short end of the commercial paper market are the latest to get support.

March 17 2020
Coronavirus . Fixed Income .
Article Valuations the key indicator in high yield
March 17 2020

Past episodes of spiking spreads suggest opportunities await on the horizon.

March 17 2020
Coronavirus . Fixed Income .
Article Seeing opportunity amid the chaos
March 17 2020

Virus-related disruptions hitting munis (and other asset classes) eventually will end.

March 19 2020
Volatility . Markets/Economy .
Article Two-front war
March 15 2020

Shock from virus and oil lead us to drop GDP estimates, but recession averted.

March 20 2020
Coronavirus . Equity .
Article Coronavirus framework update: Markets plumbing for a bottom
March 15 2020

News flow improves but bottoming is a process so expect continuing volatility.

March 14 2020
Coronavirus . Equity .
Article What will bring buyers in?
March 13 2020

A peak in virus cases outside of China, more stimulus and a lot of test kits.

March 13 2020
Coronavirus . Equity .
Article Markets in 'show-me' mode
March 12 2020

It's all about the policy response and so far, policymakers are coming up short.

March 10 2020
Fixed Income . Volatility .
Article Oil was in a funk before Russo-Saudi price war
March 9 2020

High yield has been underweight energy for some time on its roller-coaster past.

March 13 2020
Coronavirus . Equity .
Article Our framework for thinking about Covid-19
March 9 2020

There are many unknowns but reasonable assumptions for now suggest short-term pain should give way eventually to long-term gains. But risks are real and need to be monitored.

March 13 2020
Coronavirus . Liquidity .
Article Money market plumbing in sound shape
March 9 2020

The overnight and short-term markets have been performing well during the volatility.

March 12 2020
Coronavirus . Equity .
Article You can't quarantine me!
March 6 2020

A lot of unknowns but in the end, Linda expects consumers will save the day.

March 6 2020
Markets/Economy . Equity .
Article Job market solid ahead of coronavirus impact
March 6 2020

While in all likelihood future payroll reports will see pullback due to the virus, February's figures should not be ignored.

March 6 2020
Equity . Active Management .
Article Virus angst shines light on biotech opportunities
March 2 2020

Efforts to treat and find a cure for Covid-19 likely to spur more innovation.

March 27 2020
Equity . Markets/Economy .
Article Coronavirus double whammy
February 28 2020

Might the virus slow the U.S. economy enough to boost Bernie's chances?

March 6 2020
Equity . Markets/Economy .
Article A long-needed correction finds 2 good excuses
February 28 2020

Coronavirus and possible Sanders victory are washing out the "weak hands."

March 3 2020
Liquidity . Monetary Policy .
Article Is it 'material'?
February 28 2020

The Fed must decide, on its own, if the coronavirus outbreak qualifies as such.

February 28 2020
Equity . Markets/Economy .
Article Sorry for the coughing
February 28 2020

The week started just fine in North Carolina...then I came back late Thursday.

March 5 2020
Interest Rates . Markets/Economy .
Article U.S. yields may be getting close to as low as they'll go
February 27 2020

A move off these record lows will depend on if and when there's any positive virus news.

February 24 2020
Politics . Markets/Economy .
Video How will politics impact the markets?
February 26 2020

Six indicators can be predictive of the election outcome.

February 24 2020
International/Global . Equity .
Article Tough start doesn't necessarily mean a bad year for Japan
February 24 2020

Virus fallout adds to temporary hits the economy already is taking from October's tax hike.

February 24 2020
Equity . Markets/Economy .
Podcast Bullish enough on 2020

February 20 2020

The real upside, Steve Auth says, could come post-election.

February 20 2020
Equity . Markets/Economy .
Article I never get sick...
February 20 2020

As news about the virus vacillates, so does the bond and stock markets' reactions.

February 20 2020
Equity . Markets/Economy .
Video Is the market expensive right now?
February 20 2020

Steve Chiavarone doesn’t think so.

February 19 2020
Markets/Economy . Equity .
Article A four-month shopping spree
February 19 2020

Measured from October to January, holiday retail sales impressed.

February 14 2020
Equity . Markets/Economy .
Article A coronavirus curveball for January barometer
February 14 2020

Looking through the virus' late January impact, we still see strong year for S&P.

February 24 2020
Markets/Economy . International/Global .
Article Virus headlines worse than reality
February 14 2020

The past week's spike belies signs of improvement.

February 21 2020
Equity . Markets/Economy .
Article I always figured the market was smart
February 14 2020

So far, it doesn't seem to be worrying much about the coronavirus.

February 10 2020
Markets/Economy .
Infographic 2020 Market Outlook February 10 2020

What industry money managers are thinking about stocks and the economy as a new year gets underway.

February 10 2020
Markets/Economy . Equity .
Article Robust jobs bounce in January
February 7 2020

Banner batch of reports show strength of the U.S. labor market.

February 7 2020
Equity . Markets/Economy .
Article 'Do not be afraid'
February 7 2020

As long as investors remain nervous, this market should run.

February 14 2020
International/Global . Markets/Economy .
Article Might a V-shaped recovery be in store for China?
February 6 2020

The coronavirus may cause short-term pain but underlying drivers of growth remain intact.

March 10 2020
Markets/Economy . Politics .
Article With health care, change doesn't have to be a 4-letter word
February 5 2020

Some reforms actually could benefit businesses and the economy.

February 14 2020
Liquidity . Monetary Policy .
Article Range-bound
February 3 2020

The Fed tries to corral several key rates to keep overnight markets in line.

February 3 2020
Markets/Economy . Equity .
Article Fourth-quarter GDP a mixed bag
January 31 2020

Housing, trade and holiday spending did their part, but Q1 could be sloppy.

January 31 2020
Politics . Markets/Economy .
Article Can we change the subject? I know what we can talk about!
January 31 2020

Let others focus on the coronavirus; Linda wants to talk about Iowa.

February 6 2020
Equity . Markets/Economy .
Article Remaining bullish as virus scare likely overblown
January 28 2020

The coronavirus should prove more short-lived than debilitating for the market.

January 24 2020
Equity . Markets/Economy .
Article Dining with 'Deplorables'
January 24 2020

It was a pro-Trump crowd in Naples, although the subject of impeachment did come up.

January 23 2020
Equity . Markets/Economy .
Article Stocks scale Wall of Worry to start 2020
January 23 2020

The 'Early January Barometer' suggests they will continue to climb.

January 21 2020
Equity . Markets/Economy .
Article A 'Mind, Body, Spirit' meeting...
January 17 2020

Linda shares how it's different in California. And when it comes to expectations, how it's not.

January 21 2020
Markets/Economy . Equity .
Article Another air pocket
January 15 2020

Boeing's woes may slow GDP growth this quarter but it should rebound soon after.

February 21 2020
Fixed Income . Markets/Economy .
Article Encore! Encore? 2019 a tough act to follow
January 14 2020

It was a really good year for fixed income. 2020 may prove more challenging.

January 21 2020
Equity . Markets/Economy .
Article What could we worry about?
January 10 2020

Inflation isn't an issue yet; neither is the economy. Maybe investors are too bullish?

January 21 2020
Markets/Economy . Equity .
Article Labor market cools in December
January 10 2020

But there's too much noise in the data to make any bold claims.

February 21 2020
Equity . Markets/Economy .
Article Top surprises of 2020
January 9 2020

Our annual rundown of out-of-consensus views sees substantial upside for equities this year.

January 21 2020
Equity . Volatility .
Article Iran just a headline risk ... for now
January 6 2020

Monetary accommodation, benign inflation and easing trade tensions should drive markets.

January 21 2020
Equity . Markets/Economy .
Video Focus on fundamentals
January 3 2020

Senior Portfolio Manager Linda Bakhshian explains why fundamentals are key in picking dividend-paying securities.

January 21 2020
Equity . Volatility .
Article Liquidity trumps the economy, which in turn trumps whatever you think of Trump
January 3 2020

With markets awash with money, stocks should have more room to run in 2020.

January 21 2020
Markets/Economy . Equity .
Article Modest equity encore in 2020
January 3 2020

2019 is a hard act to follow, but we expect 8-10% growth on the S&P 500.

March 2 2020
Markets/Economy . International/Global .
Podcast China and U.S. election threaten positive 2020 outlook

January 3 2020

What should investors expect from the markets this year?

February 21 2020
Markets/Economy .
White Paper Long may it run January 2 2020

Markets and economy should keep chugging in 2020

January 21 2020
Liquidity . Markets/Economy .
Article Fed well prepared to corral repo at year-end
December 18 2019

The central bank's full attention is on mitigating potential dislocations, and we think it will be successful.

February 21 2020
Equity . Markets/Economy .
Article All the dominoes fall
December 13 2019

Trade deals, Brexit clarity and a Fed hold cap a bullish week for stocks.

January 21 2020
International/Global . Politics .
Article A big cloud lifts on 'Brexit election' result. Now what?
December 13 2019

Prime Minister Johnson's overwhelming victory allows him to deal with the EU with a much stronger hand.

January 21 2020
Markets/Economy . Equity .
Article Late Thanksgiving skews early holiday sales
December 13 2019

November's mediocre retail sales must be seen in context.

January 21 2020
Equity . Markets/Economy .
Article I should be embarrassed to show up in these old heels
December 13 2019

Everywhere Linda went this week, advisors were in a festive mood (except for Pats fans in Hartford!)

January 21 2020
Equity . Markets/Economy .
Article Might small be beautiful ... again?

December 10 2019

A small-cap stock rebound could be riding in on seasonality and a re-accelerating economy.

January 21 2020
Equity . Markets/Economy .
Article 'Stop killing volcanoes to make lava lamps'
December 6 2019

Linda heard a lot of worries during her Phoenix visit. But the one above? Hmm.

January 21 2020
Equity . Markets/Economy .
Article Employment surges amid November noise
December 6 2019

The labor market juggernaut rolls on.

January 21 2020
Equity . Markets/Economy .
Article The pain trade is higher
December 4 2019

We view pullbacks as opportunities to add.

January 21 2020
Equity . Markets/Economy .
Article Such a long list, but room for one more
November 27 2019

The market's run should make for happy holidays even if it's a short shopping season.

January 21 2020
Markets/Economy . Consumer Spending .
Article Recipe for a happy Thanksgiving
November 27 2019

A strong labor market, rising wages and lower gas prices represent a trifecta for consumer spending.

January 21 2020
Consumer Spending . Markets/Economy .
Article What's in store for holiday shopping?
November 26 2019

Barbara Miller says stores that best match online with traditional should keep doing well.

January 21 2020
Consumer Spending . Markets/Economy .
Infographic Hope for the Holidays November 25 2019

November and December retail sales are looking bright this year.

January 21 2020
Markets/Economy . International/Global .
Video Slower growth ahead
November 22 2019

What can investors expect in 2020? CIO Deborah Cunningham explains her economic outlook.

January 21 2020
Markets/Economy . Equity .
Article Economy dichotomy
November 22 2019

What's the best indicator of the economy's health: strong consumers or weak manufacturing?

January 21 2020
Equity . Markets/Economy .
Article The 'Land of Big Hair'
November 22 2019

Reminiscing as she made the rounds in New Jersey, Linda wonders if a melt-up is developing.

February 21 2020
International/Global . Markets/Economy .
Article 2020 outlook: Mindful of the risks but confident about the opportunities


November 20 2019

Three Hermes portfolio managers share their views of the coming year.

January 21 2020
Equity . Markets/Economy .
Article At 3,100, we're now 4 out of 5 on the year
November 15 2019

A review of where we stand on our top 5 surprises for this year is, well, surprisingly good!

January 21 2020
Politics . Equity .
Article Doesn't anyone want to talk about impeachment??
November 15 2019

Not where Linda Duessel goes, including this week's audience in Vancouver.

January 21 2020
Equity . Markets/Economy .
Article Meet Me in St. Louis?
November 12 2019

It doesn't matter where Presidents Trump and Xi meet as long as they do before Dec. 15.

January 21 2020
Equity . Markets/Economy .
Article Throwing bankers under the bus ... sorry
November 8 2019

As long as investor sentiment remains subdued, this uptrend could continue.

January 21 2020
Equity . Markets/Economy .
Article Consumer drives strong third-quarter GDP
November 7 2019

Combined with healthy services growth and first phase of trade deal, stocks have surged.

January 21 2020
Equity . Markets/Economy .
Article Investor cheer may extend beyond the holidays
November 5 2019

Storm clouds that have been hanging over the market are dissipating.

January 21 2020
Liquidity . Monetary Policy .
Article The Fed catches its breath
November 1 2019

But with pressing issues such as the repo market to address, it can't relax.

January 21 2020
Equity . Markets/Economy .
Article Plugging my ears (as I bet his wife does regularly)
November 1 2019

Sports and investing are a lot alike: They stir passions and are obsessed with performance.

January 21 2020
Equity . Markets/Economy .
Article Robust October jobs report surprises
November 1 2019

It only makes us more confident the S&P 500 will hit our long-standing year-end target of 3,100.

January 21 2020
Markets/Economy . Equity .
Article What if we are not 'late cycle' but actually 'early cycle?'
October 29 2019

There are a lot of reasons to think the economy is catching a second wind.

January 21 2020
Equity . Markets/Economy .
Article Trick or treat for consumers?
October 25 2019

With confidence and dry powder, consumers won't be spooked this fall.

January 21 2020
Equity . Markets/Economy .
Article Easy duty this week (don't tell my boss)
October 25 2019

Dramatic headlines aside, market data is lining up for a potential run in equities.

January 21 2020
Equity . Markets/Economy .
Article 'America's too stupid to be a country.'
October 18 2019

In Nashville and Kansas meetings with bankers, impeachment and Syria never came up.

January 21 2020
Markets/Economy . Equity .
Article What a difference a year makes
October 18 2019

Geopolitical and economic developments are turning positive and should drive stocks higher this year.

January 21 2020
Volatility . Markets/Economy .
Video Slower growth equals higher volatility
October 18 2019

What should investors expect from the IPO market in 2020?

January 21 2020
International/Global . Markets/Economy .
Article Don't pop the champagne cork just yet
October 17 2019

The devil's in the details of the yet-to-be-signed U.S.-China mini trade deal.

January 21 2020
Politics . Markets/Economy .
Infographic Graveyard of geopolitical risks October 16 2019

Halloween will bring together many global events that may haunt the U.S. economy.

January 21 2020
Equity . Markets/Economy .
Article 'Boo!' It's the secular bull, still running over the bears ...
October 15 2019

A variety of factors, from dovish Fed to a manufacturing bottom, could rally stocks into year-end.

January 21 2020
Equity . Markets/Economy .
Article Progress with China drives stocks higher
October 11 2019

If a trade deal emerges, leading to expectations for GDP and corporate-profit growth, look for a year-end rally.

January 21 2020
Equity . Markets/Economy .
Article 'An innocent person who wanted nothing more out of life than to love ...'
October 10 2019

Trade continues to drive the market as the seasonal tailwinds begin to blow.

January 21 2020
Equity . Markets/Economy .
Podcast Growth investing in a low-growth environment: part 2

October 9 2019

What are the hallmarks of an investable IPO?

January 21 2020
Equity . Markets/Economy .
Podcast Growth investing in a low-growth environment

October 9 2019

How to identify opportunities in the growth space.

January 21 2020
Markets/Economy .
Infographic Workplace ghosting October 8 2019

Job-seekers are ghosting employers in one of the tightest labor markets in 50 years.

January 21 2020
Equity . Markets/Economy .
Article 'Extracurricular revenue' - a mood enhancer? I'm just saying
October 4 2019

Sometimes, bad news is good news for the market.

January 21 2020
Equity . Markets/Economy .
Article September jobs report throws a lifeline to investors
October 4 2019

After being rocked by poor manufacturing and service numbers, even a mixed report brings respite.

January 21 2020
Equity . Markets/Economy .
Article The market is wise
September 27 2019

Impeachment talk and other geopolitical tensions aren't yet weighing down investors.

January 21 2020
Politics . Markets/Economy .
Article Impeachment saga: Smoking gun or nothingburger?
September 27 2019

The chances of Trump being removed from office are negligible.

January 21 2020
International/Global . Fixed Income .
Article The dollar: Heads I win, tails you lose
September 25 2019

The dollar has strengthened even as the Fed has cut rates.

January 21 2020
Equity . Markets/Economy .
Article The next move up could be more revaluation than earnings story
September 24 2019

Lower yields should make for higher multiples. It hasn't happened ... yet.

January 21 2020
Markets/Economy . Equity .
Article Coin flip for the Fed
September 20 2019

The Fed itself isn't sure of policy in the rest of 2019.

January 21 2020
Equity . Markets/Economy .
Article 'Isn't that what you're supposed to do?'
September 19 2019

Worries about oil shock are overblown as trade, Fed dominate market concerns.

January 21 2020
Equity . Markets/Economy .
Article 'Ain't no shame in a pushy broad'
September 13 2019

There's been a violent shift from momentum to value. Will it continue?

January 21 2020
Equity . Markets/Economy .
Article Recession fears fading
September 13 2019

Probable Fed cuts and healthy consumers suggest the inverted yield curve is crying wolf.

January 21 2020
Equity . Markets/Economy .
Article 'Step away from the television'
September 6 2019

Brainwashed investors think things are really bad. That may be good for stocks.

January 21 2020
Equity . Markets/Economy .
Article Quirky August jobs report strikes again
September 6 2019

Expect the soft August employment figures to be revised upward.

January 21 2020
Equity . Markets/Economy .
Article The 'yin and yang' on the slow, rocky boat to China
September 4 2019

For every action, there is a reaction, a dualism that should prove soothing for investors.

January 21 2020
Monetary Policy . Equity .
Article What is ELB?
August 30 2019

As global market rates move closer to zero, policymakers confront what "effective lower bound'' is for the Fed's benchmark rate.

January 21 2020
Markets/Economy .
Video How would a recession affect emerging markets?
August 29 2019

Senior Portfolio Manager and Head of International Fixed Income Ihab Salib discusses how emerging markets might fare, if a global recession materializes.

January 21 2020
International/Global . Markets/Economy .
Video The trade war's effect on global bonds
August 29 2019

Senior Portfolio Manager and Head of International Fixed Income Ihab Salib offers insights on how trade tensions are affecting global bonds and what’s driving the strength of the dollar.

January 21 2020
Equity . Politics .
Article Free college comes at a price
August 29 2019

Politicized proposals calling for it don't make the grade.

January 21 2020
Monetary Policy . Markets/Economy .
Article Powell threads the needle
August 23 2019

The Fed leader successfully addressed several issues weighing on monetary policy.

January 21 2020
Equity . Monetary Policy .
Article How will this story end???
August 23 2019

With negative-yielding debt at a record and climbing, we're in uncharted waters.

January 21 2020
Markets/Economy .
Infographic Millennials are just getting started August 19 2019

Millennials' biggest impact on consumption and housing will come in the years ahead.

January 21 2020
Markets/Economy . Politics .
Article Is 'Medicare for All' a panacea?
August 16 2019

Some argue a more moderate, incremental approach to fixing health care is better.

January 21 2020
Equity . Markets/Economy .
Article 16 trillion dollars and counting
August 16 2019

There could be many reasons for the yield-curve inversion. More than $16 trillion of negative-yield global debt is certainly among them.

January 21 2020
International/Global . Markets/Economy .
Article It promises to be an interesting few months
August 14 2019

U.K.'s path to the Oct. 31 EU exit deadline is fraught with worrisome scenarios.

January 21 2020
Equity . Markets/Economy .
Article The other big deal on global trade
August 13 2019

New rules getting rid of 'dirty' fuel used in shipping could boost refiners.

January 21 2020
Equity . Markets/Economy .
Article Which way will it break?
August 9 2019

Is this soft patch and sell-off an omen of things to come or a pause that refreshes? For now, the evidence suggests the latter.

January 21 2020
Markets/Economy . Politics .
Article Is Social Security a ticking time bomb?
August 7 2019

Solutions for avoiding insolvency involve shared sacrifice and political compromise.

January 21 2020
Politics . Markets/Economy .
Article Myths and other sea monsters on the slow boat to China
August 6 2019

If one does the math, it's difficult to see how U.S. consumers will be hurt by new tariffs on China. It's easier to see how China, with its response, may end up hurting itself.

January 21 2020
Equity . Markets/Economy .
Article Where to from here?
August 6 2019

Fed disappointment and Trump tariff threat spark volatility, but the longer-term story on stocks remains a good one.

January 21 2020
Markets/Economy . Equity .
Article Solid July jobs report
August 2 2019

A healthy report does not dissuade the Fed from another rate cut.

January 21 2020
Equity . Markets/Economy .
Article Sometimes no news is good news
July 29 2019

As breathtaking as the market’s 20%-plus rise has been from December’s panicky low, it seems all the market needs to grind higher is no news.

January 21 2020
Equity . Markets/Economy .
White Paper Uncertainties may represent opportunities during secular bulls July 26 2019

In a 3-in-1 piece, Steve Chiavarone makes the case that a recession isn't imminent, shows how the U.S. may benefit from the trade war, and explains why technology and millennials should buttress markets over the longer term.

January 21 2020
Markets/Economy . Equity .
Article Growth stronger than expected
July 26 2019

GDP was boosted by retail sales, personal consumption and government spending.

January 21 2020
Equity . Markets/Economy .
Article Fresh air, and things seem so clear
July 26 2019

A visit to Colorado helps Linda make sense of the Fed and the markets.

January 21 2020
Equity . Markets/Economy .
Article Rock, Fed, Hard Place: Ounce of prevention worth a pound of cure
July 19 2019

A more dovish Fed is among the reasons Federated is sticking with 2019's 2.7% GDP growth forecast.

January 21 2020
Equity . Monetary Policy .
Article Make it a double
July 19 2019

The Fed is sending signals that July's expected rate cut could go beyond a quarter point.

January 21 2020
Equity . Markets/Economy .
Video As economic growth slows, where are the opportunities?
July 15 2019

Senior Equity Strategist Linda Duessel offers insights on what is likely to move the equity market in the months ahead and whether tariffs still pose a challenge. She also discusses where investors may find opportunity in this environment.

January 21 2020
Equity . Markets/Economy .
Article What is MMT?
July 12 2019

It stands for Modern Monetary Theory, an in-vogue populist policy that's not much concerned with deficits.

January 21 2020
Equity . Markets/Economy .
Article Are higher minimum-wage trade-offs worth it?
July 12 2019

The benefits may not exceed the costs of raising the minimum wage.

January 21 2020
Markets/Economy . Interest Rates .
Podcast The outlook for markets into 2020


July 12 2019

How will earnings, tariffs and interest rates affect the markets?

January 21 2020
Fixed Income . Interest Rates .
Article Finding pockets of opportunity
July 11 2019

We're looking to the yield curve, currencies and security selection for alpha.

January 21 2020
Equity . Markets/Economy .
Article Will hot June jobs report chill Fed?
July 5 2019

Jump in payrolls raises questions about market's priced-in Fed cuts.

January 21 2020
Equity . Markets/Economy .
Article Firework
July 3 2019

Celebrating our country's birth and this record-setting expansion.

January 21 2020
Equity . Markets/Economy .
Article The slow boat to China catches a tailwind(s)
July 1 2019

We're cautiously bullish on stocks this summer but see potential storm clouds.

January 21 2020
Monetary Policy . Liquidity .
Article Gut check time
July 1 2019

We don’t think this business cycle has run its course.

January 21 2020
Equity . Markets/Economy .
Article I'm going to need more popcorn
June 28 2019

The election season is adding to uncertainties, but that's not such a bad thing.

January 21 2020
Markets/Economy . International/Global .
Article Taking some equity chips off the table
June 28 2019

Federated takes advantage of strong June, pares equity overweight in stock-bond model amid uncertainties.

January 21 2020
Markets/Economy .
Infographic An IPO roadmap June 25 2019

2019 is shaping up to be another big year for initial public offerings.

January 21 2020
Equity . Markets/Economy .
Article Why the markets liked the Fed's inaction
June 21 2019

And why they likely won't if the Fed doesn't cut rates later.

January 21 2020
Equity . Markets/Economy .
Article The real, true trade war
June 21 2019

It's all about technology and brainpower.

January 21 2020
Markets/Economy .
Video What to watch in 2019's second half
June 20 2019

CIO for Global Money Markets Debbie Cunningham discusses her outlook for the second half of the year.

January 21 2020
Equity . Markets/Economy .
Article He's got it going on
June 14 2019

All the angst over tariffs and trade belies a consumer who is doing just fine.

January 21 2020
Equity . Markets/Economy .
Article View from the leaky boat to China
June 13 2019

The journey toward a trade deal has been turbulent, but we eventually expect to see land and another up-leg for stocks.

January 21 2020
Equity . Markets/Economy .
Article Opportunities abound as automakers go green
June 11 2019

Increasingly smarter, eco-friendly cars require continuous tech updates.

January 21 2020
Markets/Economy . Politics .
Article Revisit immigration reform
June 10 2019

Major changes must be made to address the decreasing birth and fertility rate in the U.S.

January 21 2020
Equity . Markets/Economy .
Article Bizarro investment world
June 7 2019

May's jobs report was a downer, so why are the markets so upbeat?

January 21 2020
Equity . Markets/Economy .
Article An 'insurance' cut?
June 7 2019

Profits, margins and valuations look attractive regardless of what the Fed may or may not do.

January 21 2020
Liquidity . Monetary Policy .
Article Investors shouldn't go looking for trouble
June 1 2019

Investors are overreacting to the flattening of the short end of the yield curve.

January 21 2020
Markets/Economy . Politics .
Article The slow boat to China develops a leak
May 31 2019

Using tariffs to address a non-trade issue with Mexico creates a destabilizing undertow.

January 21 2020
Markets/Economy . Equity .
Article Geopolitical risks abound
May 31 2019

But we reject the pervading pessimistic view about the U.S. economy.

January 21 2020
Markets/Economy . Equity .
Article Amid a flurry of risks, U.S. GDP should chug along
May 24 2019

Despite slowing manufacturing, ugly U.S.-China trade talks, Brexit mess and more, 2019 GDP likely to be solid.

January 21 2020
Equity . Markets/Economy .
Article The slow boat to China
May 21 2019

Our melt-up scenario has melted with the prolonged trade talks, but not our longer bullish view on the year.

January 21 2020
Equity . Markets/Economy .
Article Mid-caps: The Goldilocks asset class?
May 21 2019

When it comes to stocks, the "middle ground'' doesn't have to mean ho-hum.

January 21 2020
Markets/Economy . Consumer Spending .
Article Consumers stronger than they appear
May 17 2019

Shoppers shrugged off several issues causing 'Mapril' retail sales to be solid.

January 21 2020
Markets/Economy . Fixed Income .
Article Credit markets (relatively) calm
May 16 2019

The U.S.-China trade fracas has not roiled credit markets.

January 21 2020
Equity . International/Global .
Article What's next?
May 14 2019

"Trust but verify," an iconic message of the Reagan era, is just as apt today when it comes to the U.S.-China trade war.

January 21 2020
Markets/Economy . Politics .
Article He said, Xi said
May 10 2019

U.S.-China trade negotiations have gotten testy, but a resolution likely will be reached, calming market angst.

January 21 2020
Markets/Economy . Politics .
Article Take a breath
May 10 2019

We still expect an eventual trade deal and view interim market messiness as an opportunity.

January 21 2020
Equity . Markets/Economy .
Article Ballast
May 10 2019

With volatility rising on trade uncertainty, investors may desire some stability.

January 21 2020
Markets/Economy .
Infographic Small companies, big potential May 8 2019

The best time to consider small caps? Any time.

January 21 2020
Markets/Economy . Equity .
Article Strongest labor market in half a century?
May 3 2019

April sees surprisingly strong jobs gain, near 50-year low in jobless rate.

January 21 2020
Equity . Markets/Economy .
Article You're either a Disnoid or you're not
May 3 2019

Linda, who isn't (her sister is), sees potential trade-war surprises as risks to an otherwise bullish backdrop.

January 21 2020
Equity . Markets/Economy .
Article First-quarter growth much better than feared
April 26 2019

Q1 GDP growth was driven by stronger inventory and net trade.

January 21 2020
Equity . Markets/Economy .
Article Bad axe women
April 26 2019

Some sectors face headwinds but earnings and the economy remain supportive.

January 21 2020
Markets/Economy . Equity .
Article Soaring retail sales point to GDP rebound
April 18 2019

On continued benign inflation and strong P/E multiples, we are sticking to our full-year S&P target of 3,100.

January 21 2020
Equity . Markets/Economy .
Article Kindred spirits
April 18 2019

It may not feel like it to some, but most Americans did get a tax cut.

January 21 2020
Markets/Economy . Equity .
White Paper When it comes to stocks, 'patience' is a virtue April 15 2019

The risk markets’ sharp reversal after a tough December owes a lot to the Federal Reserve’s decision to forego future rate increases.

January 21 2020
Equity . Markets/Economy .
Article Look out above, a melt-up may be underway
April 15 2019

Fundamentals and news flow suggest the stock market may be heading to new highs.

January 21 2020
Equity . Markets/Economy .
Article The Bank of Mom and Dad
April 12 2019

Earnings, economy and technicals supportive of stocks.

January 21 2020
Equity . Markets/Economy .
Article Spring is coming
April 12 2019

Even if Q1 earnings decline, a year-end target of 3,100 on the S&P 500 remains our forecast.

January 21 2020
Fixed Income . Interest Rates .
Article For fixed income, it's steady as she goes
April 11 2019

After a strong first quarter, high yield and other credit securities settle into a clip-the-coupon environment.

January 21 2020
Equity . Markets/Economy .
Article Got to love these odds
April 5 2019

April tends to be kind, not cruel, to stocks.

January 21 2020
Equity . Markets/Economy .
Article March jobs rebound erases aberrant February
April 5 2019

After all the concern, Q1 ended up having a solid average monthly gain of 180,000 jobs.

January 21 2020
Liquidity . Interest Rates .
Article Reset and assess
April 1 2019

The Fed essentially used the March meeting to reboot its message after its dramatic policy shift over the last two quarters.

January 21 2020
Equity . Markets/Economy .
Article Did you hear that?
March 29 2019

Concerns about an inverted curve may be cast in a paradigm that no longer exists.

January 21 2020
Markets/Economy .
Infographic Health care's digital transformation February 28 2019

Technology continues to refine and reshape the way Americans get care.

DISCLOSURES

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