Insights

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

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

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

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

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

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

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

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

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

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

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

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

It's all about technology and brainpower.

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

"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.

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.

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

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.

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

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

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.

There are reasons to be optimistic.

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

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

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 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.

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

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

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

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.

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.