Insights

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

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

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

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

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

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

The best time to consider small caps? Any time.

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

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

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

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

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

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

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

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

Earnings, economy and technicals supportive of stocks.

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

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

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

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

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

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

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

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

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

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

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

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.

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

The middle of the stock market is making a comeback.

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

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

We think EM stocks are poised for a comeback.

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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.

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.

But expect sharp revisions in coming months as it fades.

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

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

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.

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

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

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

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

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.

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

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

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

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

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

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

There are reasons to be optimistic.

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

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

The labor market posted terrific job gains despite extreme weather.

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

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

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

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.

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

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

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

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

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

Economy is strong, despite recent market volatility.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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