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Markets/Economy
May 24 2019
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.

May 21 2019
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.

May 17 2019
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.

May 17 2019
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.

May 10 2019
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.

May 10 2019
Equity Markets/Economy
Article Ballast May 10 2019

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

May 17 2019
Markets/Economy
Infographic Small companies, big potential May 8 2019

The best time to consider small caps? Any time.

May 3 2019
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.

May 6 2019
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.

May 2 2019
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.

April 26 2019
Equity Markets/Economy
Article Bad axe women April 26 2019

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

April 17 2019
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.

April 18 2019
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.

May 14 2019
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.

May 6 2019
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.

April 12 2019
Equity Markets/Economy
Article The Bank of Mom and Dad April 12 2019

Earnings, economy and technicals supportive of stocks.

April 12 2019
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.

April 29 2019
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.

April 5 2019
Equity Markets/Economy
Article Got to love these odds April 5 2019

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

April 5 2019
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.

April 24 2019
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.

March 29 2019
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.

March 29 2019
International/Global Markets/Economy
Article Brexit: What now? March 29 2019

As the saga drags on, there's one outcome the markets almost certainly wouldn't like—a no-deal Brexit.

March 28 2019
Equity Markets/Economy
Article Follow the money March 27 2019

Corporate earnings and GDP growth got tangled in several temporary issues in Q1 and should bounce back.

March 29 2019
Equity Markets/Economy
Article Don't sweat the yield-curve inversion March 26 2019

By most measures, a recession isn't in the cards anytime soon.

March 22 2019
Equity Markets/Economy
Article Do the right thing March 22 2019

The Federal Reserve was 3-for-3 in correct policy responses at its recent meeting.

March 22 2019
Equity Markets/Economy
Article 'I can't wait 'til noon' March 22 2019

Uncertainty climbs as investors interpret a dovish Fed and rally in long Treasury bonds as a possible recession signal. Might it be an opportunity?

April 11 2019
Equity Markets/Economy
Article The bull: younger and stronger than you think March 22 2019

With the secular bull marking its sixth birthday, there's plenty of room left to run. Helping it along are the still-deep scars from 2008-09's near-Armageddon experience.

April 1 2019
Liquidity Interest Rates
Article Fed says it's done for the year March 20 2019

The FOMC statement confirms the dramatic shift in Fed expectations since late 2018.

March 20 2019
Equity Markets/Economy
Article Mid-cap momentum March 15 2019

The middle of the stock market is making a comeback.

March 15 2019
Equity Markets/Economy
Article My credentials are legit, I swear! March 15 2019

In a week of lies and disappointments, the market continued to run, hitting a high for the year.

March 20 2019
Liquidity Interest Rates
Article Just how patient will the Fed be? March 15 2019

With no hike expected, markets will look to changes in the dot plot and balance sheet taper for answers.

March 11 2019
Equity Markets/Economy
Article Equity overweight raised on improving EM outlook March 12 2019

We think EM stocks are poised for a comeback.

April 18 2019
Equity Growth
White Paper The case for small-cap growth remains solid March 12 2019

Why should the long-term investor consider small-cap growth stocks? Diversification and performance.

March 8 2019
Equity Markets/Economy
Article About that jobs miss March 8 2019

There was a lot of noise surrounding February's jobs number, but the bottom line is, the labor market remains healthy.

March 7 2019
Equity Markets/Economy
Article Nothing really matters March 8 2019

A pullback not only is expected, it will be welcomed by many.

March 7 2019
Fixed Income Markets/Economy
Article High-yield tailwinds continue to outpace headwinds March 7 2019

At this later stage of the cycle, Federated views this asset class primarily as a good 'clip the coupon' story.

March 22 2019
Equity International/Global
Article The bull in the China shop March 6 2019

China-U.S. trade outcomes range from very good to not good at all.

March 1 2019
Equity Markets/Economy
Article Crosscurrents fading March 1 2019

If they do, stocks could float to our 3,100 year-end target.

March 1 2019
Equity Markets/Economy
Article Bad memories March 1 2019

A number of trends are impacting the way this market operates, and that's not necessarily healthy for investors.

March 15 2019
Liquidity Interest Rates
Article Stopping the pendulum's swing March 1 2019

Fed's Powell wants the markets to forget his vacillations of late 2018.

April 9 2019
Markets/Economy
Infographic Health care's digital transformation February 28 2019

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

March 1 2019
Equity Markets/Economy
Article Q4 GDP: Not so bad after all February 28 2019

Capex and consumer spending beat expectations, helping to drive GDP growth of 2.6%.

March 6 2019
Equity Markets/Economy
Article Why 'late cycle' thinking is wrong (and why that's good for stocks) February 26 2019

This expansion is on track to become the nation’s longest, yet it’s behaving as if it’s closer to the middle than late innings.

March 15 2019
Equity Markets/Economy
Article If it's consensus, it's already baked into the market February 22 2019

Rising optimism suggests the market is overbought, but momentum suggests that any pullback may prove short-lived.

March 15 2019
Equity Markets/Economy
Article Positive surprises update: 2 out of 5 ain't bad (so far) February 22 2019

Developments are breaking the way we thought they may, boding well for our year-end forecast of 3,100 on the S&P

March 15 2019
Equity Fiscal Policy
Article Fiscal policy silly season February 21 2019

Democratic tax proposals might hurt everyone if they pull the U.S. into recession.

February 15 2019
Equity Markets/Economy
Article The Fed 'put' February 15 2019

The Fed is supporting the market. Might China be next?

March 15 2019
Equity Markets/Economy
Article Christmas sales plunge February 14 2019

Retail sales were solid in October and November; what happened in December?

March 15 2019
International/Global Markets/Economy
Article European hotspots February 13 2019

A look at economic and political stress in Britain, Italy and ... well ... really the entire EU.

March 15 2019
Equity Markets/Economy
Article It's getting late February 8 2019

The next few weeks could prove significant as the market awaits signs of progress on U.S.-China trade and the global economy.

March 15 2019
Fixed Income Markets/Economy
Article 'Risk-on' is back in the credit markets February 6 2019

January's rally was particularly strong across fixed-income credit sectors. With spreads narrowing, momentum could ease in the months ahead. But the outlook remains positive.

March 15 2019
Consumer Spending Markets/Economy
Article 5 trends that are reshaping retail February 5 2019

It's not just online shopping. Retailers are using big data in all its forms to anticipate and meet customers' needs ... and to operate more efficiently, too.

March 15 2019
Equity Markets/Economy
Article Solid January jobs report despite shutdown noise February 1 2019

But expect sharp revisions in coming months as it fades.

March 15 2019
Liquidity Interest Rates
Article Powell's puzzle February 1 2019

Fed Chair Powell should have let the statement do the talking.

March 15 2019
Equity Markets/Economy
Article Top 5 upside surprises for 2019 January 25 2019

A conversational shift by midyear from "synchronized global slowdown" to "synchronized global stimulus" heads the list.

March 15 2019
Equity Markets/Economy
Article Warm sunshine does wonders for your mood January 25 2019

China and the unwinding of post-crisis policies likely will weigh on markets for some time. But short of a recession, it's still a bullish story for stocks.

January 28 2019
Equity Markets/Economy
Article 'A pox on both your houses' January 25 2019

The White House and Congress must come to terms on full immigration reform to avoid another shutdown.

April 9 2019
Markets/Economy
Infographic 5G is here! January 18 2019

The dawn of the fifth generation of wireless technology suggests a bright future for U.S. economic investment and growth.

January 25 2019
Equity Markets/Economy
Article It never rains in California January 18 2019

There's a lot of pessimism as earnings season is set to go full bore. That may be a good thing.

January 18 2019
Equity Markets/Economy
Article The running of the bears January 11 2019

The Fed, China and earnings appear set to break the bulls' way, but the bears should still have their moments in coming months.

December 21 2018
Equity Markets/Economy
Article Volatile year ahead likely to end well December 13 2018

Once 2018's messiness subsides, the market and economy should take a turn for the better, with the S&P 500 eventually hitting new highs in 2019.

December 11 2018
Equity Markets/Economy
Article I've asked Santa to do something about the algos, please! December 7 2018

Algorithmic-driven trading associated with massive passive investing is abetting volatility in the market.

January 9 2019
Equity Markets/Economy
Article The bulls hit the trifecta December 3 2018

Fed, Trump-Xi and OPEC line up for a potentially bullish finish to the year.

April 2 2019
Markets/Economy
White Paper A Softer, Friendlier 2019? December 1 2018

It’s fair to say 2018 didn’t go as planned. But there are reasons to believe 2019 will be different and better.

December 6 2018
Equity Markets/Economy
Article Will soft patch derail Santa Claus rally? No, no, no! November 30 2018

We see a year-end Santa Claus rally taking stocks up to their September high.

April 9 2019
Consumer Spending Markets/Economy
Infographic Holiday shopping outlook is bright November 21 2018

An anticipated surge in retail sales and seasonal hiring look to boost spirits and the economy.

December 6 2018
Equity Markets/Economy
Article Shaken, not stirred November 21 2018

It's a little messy for the markets right now but the longer-term outlook remains bright.

March 22 2019
Equity Markets/Economy
Article But Cramer said there is always a bull market somewhere! November 21 2018

There are reasons to be optimistic.

December 6 2018
Equity Growth
Article Q&A: Innovation is fueling growth November 14 2018

Promising new technologies, and new applications of existing technologies, are creating a wealth of opportunities.

December 6 2018
Politics Markets/Economy
Article A quick take on the midterms: Gridlock November 7 2018

Federated's trio of CIOs thinks a split Congress won't undo Trumponomics but won't build on it, either.

December 6 2018
Equity Markets/Economy
Article Powerful October jobs rebound November 2 2018

The labor market posted terrific job gains despite extreme weather.

December 6 2018
Equity Growth
Article Strong consumer drives solid Q3 GDP October 26 2018

Personal consumption expenditures rose stronger-than-expected in the third quarter.

January 10 2019
Equity Markets/Economy
Article Secular bull call intact but 3,100 on the S&P may have to wait till 2019 October 25 2018

Technical damage and time may prevent breach of longstanding target this year.

December 6 2018
Equity Markets/Economy
Article The 'New Normal' is a different normal these days October 23 2018

The digital revolution is impacting inflation, interest rates and the economy in ways that have yet to be appreciated fully by the markets.

December 6 2018
Markets/Economy
White Paper How the digital revolution and millennials will keep driving the secular bull October 23 2018

The growing use of data-driven technology and the increasing numbers of millennials in their prime years are converging to play a vital role in reshaping the U.S. and global economy. A primary beneficiary? The stock market.

March 21 2019
Equity International/Global
Video International equities outlook improves October 22 2018

Portfolio Manager Tom Banks outlines the reasons why the outlook for international equities is improving despite Brexit and trade war concerns.

December 6 2018
Equity Markets/Economy
Article An unforeseen event, typically one with extreme consequences October 19 2018

Ten years later, many investors have yet to shake their financial crisis jitters.

December 6 2018
Politics Markets/Economy
Infographic Midterm elections could be bullish for stocks October 19 2018

Political outcomes aside, markets historically have rallied strongly once the elections end.

December 6 2018
Equity Markets/Economy
Article No Black Monday deja vu October 19 2018

Our year-end S&P 500 target of 3,100 has not changed despite the turbulence.

March 15 2019
Equity Global Diversification
Article Time to add to equities as the lows are likely in October 18 2018

Worries behind the latest are likely to fade, prompting Federated to raise the equity overweight in its PRISM&reg stock-bond model.

December 6 2018
Equity Growth
Article Risk of 'Blue Wave' roils markets, creates buying opportunity October 12 2018

Economy is strong, despite recent market volatility.

March 15 2019
Markets/Economy Active Management
Article 3 Questions: Federated Bond Fund September 27 2018

The fund combines a focus on investment-grade bonds with a strategic high-yield allocation.

December 6 2018
Equity Global Diversification
Article Holding pattern September 13 2018

The market could hem and haw for awhile but fundamentals and valuations continue to suggest longer-term upside.

January 10 2019
Equity Markets/Economy
Article What can end the long cycle? September 12 2018

If you listen to the bears, the list of worries is long. It's also wrong.

December 6 2018
Equity Global Diversification
Article Late cycle, late schmycle July 27 2018

While there may be hiccups, technical and fundamental factors suggest this expansion and rally has a ways to go.

December 6 2018
Equity Global Diversification
Article How's your summer going? July 20 2018

Summertime, and the living is easy even if all the geopolitical noise isn't.

December 6 2018
Equity Markets/Economy
Article Earnings to the rescue? July 19 2018

There may be some near-term volatility but the longer-term upside story remains strong.

December 6 2018
Equity Portfolio Stability
Article 'People will be happy' July 13 2018

What if the market and media have it all wrong on Trump and trade?

December 6 2018
Equity Global Diversification
Article It's on July 6 2018

As the U.S. and China exchange tariff punches, the global economy and investors await the outcome.

December 6 2018
Equity Global Diversification
Article Calling it as they see it in Minneapolis June 27 2018

History suggests the back end of midterm election years are good for the market; getting there is another matter.

December 6 2018
Equity Global Diversification
Article Don't go away MAD June 22 2018

There's more at stake with a trade war than the markets may appreciate.

December 6 2018
Markets/Economy Active Management
Article 3 Questions: Federated Kaufmann Small Cap Fund June 19 2018

A surge in IPOs adds to opportunities already available in strong growth environment.

December 6 2018
Equity Markets/Economy
Article Patience is a virtue June 19 2018

Uncertainty over the trade war back-and-forth may create some resistance but the longer-term view still looks solid.

December 6 2018
Equity Global Diversification
Article If everybody's euphoric on Main Street, then ... June 15 2018

It may be worth reminding ourselves that this is a secular bull market for equities.

December 6 2018
Equity Global Diversification
Article 'War, what is it good for?' June 8 2018

As the wall of worry builds, the market keeps inching higher.

December 6 2018
Equity Global Diversification
Article 'Who needs 'em!' June 1 2018

Amid all the noise, the equity markets could be setting up for a run.

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