Insights

What if Biden gets most all of what he wants? Is the market ready?

EVs, biotech and e-commerce in emerging markets exemplify broadening global innovation.

Will production boosts by OPEC and company pay off?

There's only so much innovation can do as accelerating growth drives up demand.

March blowout a sign of better things to come.

Taxes are one of them. Increases to fund infrastructure could prove disruptive.

Luxury goods, spirits and renewable energy present opportunities.

 Unchecked inflation could put the squeeze on the economy.

Diversification, inefficiencies and growth make the asset class an attractive play any time.

A rather boring few weeks in the market might be leading to a boom.

A company's risk profile must include its approach to data protection.

A strengthening economy should smooth rising-rate headwinds.

Rising yields mean different things for different sectors of the market.

The $1.9 trillion stimulus bill is too large and not targeted well.

2022 outlook extremely positive despite temporary indigestion from rising yields.

It sure seems as if our world is moving toward MMT.

5 reasons to invest internationally.

And broader markets are not sounding alarms.

The strong rebound in GDP could power the S&P to 4,500 by year-end.

Yields are rising for the right reasons.

The faster we get vaccinations done, the faster we recover.

A recovering U.S. and ‘modestly’ growing China are good for the EM and everyone.

A steady Fed leaves worries about inflation and yields to the market.

Accommodative policy and pent-up consumer demand suggest economic snapback looms.

Reasons why global markets are poised to outpace the U.S. this year.

Leisure & hospitality led the comeback.

When it comes to wealth, careers and financial decision-making, women are the future.

Minimum wage is too low, but strategy to raise it should be bipartisan.

Short on days, February was long on anxiety for some.

Now it's the Senate's turn to shape the Covid relief bill.

There may be tiny bubbles but this is not the year 2000.

Powell reaffirms commitment to easy money policies to support still-young recovery.

As non-physical assets grow in importance, so do the role of ESG standards.

They don't see inflation tripping up the economy anytime soon.

They played an outsized role in 2020 holiday retail spending.

And that's just another reason the setup for stocks remains strong.

SEC focuses on how companies deal with arguably their greatest assets—their people.

Inflation shouldn't be disruptive this year, but watch for surprises to the upside.

And because it's consensus, it may not be that big a worry.

History suggests a rotation from ‘growth’ may be at hand.

The Reddit rebellion forces an adjustment to the January Barometer.

The weakness gives President Biden more clout for new stimulus.

As perception catches up with reality, add another catalyst to the fire.

Federated Hermes adds to stock-bond model equity overweight.

Accelerated digitization was just the beginning.

The transition to SOFR is picking up steam.

Housing, corporate spending and inventory restocking led the way.

Frothy pockets popping up but it's too early to cut back equity overweight.

Excess euphoria? Politics? Inflation? Always good to ponder.

How Covid is spawning changes and accelerating trends in the sector.

Is it too early to talk about midterm elections?

Headwinds persist, but we forecast healthy 5.3% GDP growth in 2021.

Will rising inflation and bond yields spoil the party?

A year of “unprecedenteds” sets stage for an unexpectedly strong move higher in stocks.

Three things to watch in 2021.

Yet the 'January Barometer' suggests 2021 could be positive for equities.

Covid-19 surge and delay in stimulus led to first decline in jobs in eight months. 

Market melt-ups can last a long time.

Three things to watch in 2021.

The new year revives old optimism.

Widespread vaccinations and a Biden presidency are among major market movers to watch.

Three things to watch in 2021.

Three things to watch in 2021.

Three things to watch in 2021.

What were the best and worst things to happen to liquidity markets this year?

Congress' delay in reaching a new fiscal stimulus deal has hurt consumer spending.

It's not just Santa that has the market in a holiday mood.

Federated Hermes adds equity exposure, sets 4,500 and 5,000 targets for S&P 500 in 2021 and 2022.

It's a 'heads I win, tails I win' setup for 2021.

What might the markets do as we all hunker down?

We continue to think the S&P will reach 3,800 this year and 4,200 in 2021.

2021 risks are far more to the upside than downside.

As Wall Street searches for worries, stocks keep climbing.

Lawmakers deserve coal in their stockings for not passing a new stimulus bill.

Gene-editing tools may transform approaches to human disease

The Federal Reserve’s tussle with the White House was something to behold.

Manufacturing, consumers help drive Dow, other indexes to new highs.

The market is offering a lot of options.

3 varieties of value stocks offer opportunities.

Plenty of reasons to be optimistic.

Martin Schulz sees global recovery lifting stocks in 2021.

With more fiscal stimulus, the market can too.

November and December retail sales look bright.

2020's sure been volatile. 2021 could be better.

We're going to be hearing about Georgia ad nauseam in coming weeks.

Market’s attention shifts to the Senate.

Pfizer’s announcement has had a major effect on global markets.

Election outcome 1 of 5 reasons risk assets are on a tear.

Key Federated Hermes investment professionals weigh in on election's implications.

Biden presidency looks to innovation to combat climate change.

The labor market continues its positive momentum.

A razor-thin margin outcome is enough to make the market dance.

Linda Bakhshian explains her thinking behind why she favors value.

Low rates, strong demand and limited supply define a robust housing market.

Presidential result could take days but Senate holds Red and divided government assured.

Lack of presidential outcome leads to market uncertainty.

Try to stay focused on long view, which is good in almost any outcome.

As the U.S. economy recovers, value might offer the best opportunities.

Might a silent majority favoring Trump pull another election surprise? 

Despite Q3's blowout GDP figure, the U.S. likely will need a few more quarters to break even.

Spiking Covid cases, no extra stimulus and a possible contested election.

A fiscal policy win regardless of outcome has markets looking past Nov. 3.

2021 is setting up nicely for stocks regardless of who wins.

The race could tighten but whatever happens, the market should be fine.

Linda Duessel, Phil Orlando and RJ Gallo continue their discussion of the 2020 election.

How will the 2020 election results impact markets and the economy?

A strong end to Back-to-School sales bodes well for the holiday shopping season.

Dollar weakness could make for opportunities overseas.

Pullback could be in offing against promising long-term outlook.

The accelerating and global use of new technologies are keeping prices in check.

A contested election is consensus, with little worry about who ultimately wins.

Why are stocks rising in the face of a potential Blue Wave?

A disputed election headlines potential risks heading into year-end.

It may not matter all that much to the market.

Jobs report better than headline number, and Trump's illness might prompt fiscal aid.

A simple guide to a very complicated set of possibilities.

Virus and election risks weigh on investors.

A presidential debate primer.

2020 elections have significant ESG implications.

Quirky back-to-school shopping contributed. 

The sector presents some entry points.

The Fed sharpens its new policy framework with strong forward guidance. 

With polls tightening and debates around the corner, it's getting very interesting.

Why we think the rotation out of tech could have legs over the next 6 months.

Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.

I don't share my neighbor's worry. But this week reminds it's never a 1-way market.

Led by the household survey, the labor market continues to heal.

They provide short-term funding that oils the economy's gears.

Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.

Ultra-easy Fed and record stimulus represent a double dose of support for stocks.

No trip to the Grand Tetons this year, but the Fed presented a monumental announcement.

Jared Hoff, of the Strategic Value Dividend team, on the characteristics he looks for in international market sectors.

Dollar weakness adds to appeal of overseas assets.

The Fed and money supply make the asset class attractive.

Is it a bubble?

Dems took the first swing; now the GOP gets its chance.

Emerging innovators, and not the behemoths, may point way to long-term growth.

An all-in Fed covers a lot of potential worries and issues.

Create a safe, legal immigration framework for foreign workers.

Stock-bond model keeps 2% equity overweight but shifts from growth bias.

His moves to help workers fill a void of Congress' own making.

Vulnerabilities emerge at a potential turning point in its relations with the world.

Some aspects of life and the economy are getting back to normal quicker than others.

Kick-starting tourism will be key for a recovering global economy.

The nation's job market continues to mend.

Liquidity is abundant but fundamentals remain iffy.

Back to school won't be business as usual this year.

The Fed keeps making good decisions to support the economy.

And that robust comeback is good for growth investing.

Our humanness can trip us up when it comes to investing.

GDP's collapse for the ages in the second quarter could lead to record rise in the third.

Uneventful FOMC meeting reaffirms stance of maximum support for the economy.

Election Day may be nearing but the market doesn't seem all that invested.

Opposing forces are pulling at the economy, but we expect recovery to win.

Was this week's agreement the bloc's big breakthrough? Maybe. Maybe not.

Of 4 possible trade deals, an updated Nafta is the only one on the books.

After a heated summit, the bloc commits to a stimulus package.

Good start to earnings season is just one reason we are optimistic despite the rise in Covid cases.

It's hard to have visibility when nearly 4 in 10 companies don't provide guidance.

New spike in Covid-19 cases threatens recovery's path.

Numbers are still pretty awful; the consumers' moods aren't.

Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.

A wall of worry vs. a wall of liquidity is limiting back-half options.

Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.

Despite strong returns off March lows, we see more opportunity ahead.

The labor market continues to heal in remarkable fashion.

After spring's big rally, a possible pause in a still-bullish scenario.

2020's challenges and responses reflect Americans' indelible spirit.

Dramatic dislocations offer selective potential upside in fixed-income credit.

As the economy recovers, where spending is picking up.

It's over. Now investors will have to deal with rising challenges.

Equity overweight lowered as coming months may be choppy.

We trimmed our equity overweight a tad on likely choppiness ahead.

Proponents of Modern Monetary Theory do not think so.

Unprecedented sums are at the ready to prop up markets.

The outlook, as a recovering economy tends to lift cyclical stocks.

By clearing underbrush, the week's sell-off should make the market stronger.

Just as in life, emotions and biases can distort the way we invest.

As virus accelerates changes, the toughest place to be is in the middle.

A review of 5 myths that are tripping up the bears.

And right now, fear of missing out is driving the herd.

The job market in May blew out expectations with a gain of more than 2.5 million jobs.