Insights

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

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

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.

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.

It's looking 3 to 6 months out and sees clearing skies.

The dichotomy between market tranquility and abundant uncertainty has us remaining highly selective.

And investors may find some by including a balanced approach in their portfolios.

The Fed has been outspoken against negative rates, and a U-shaped recovery could shorten the period they are pinned to zero.

The money, that is. Despite massive stimulus, lending and spending have yet to perk up.

We are optimistic at this critical juncture for the U.S. economy.

With the bottom appearing to be in, there's nowhere to go but up.

And that should be good for the liquidity markets.

Any new stimulus must only target economic recovery.

Company fundamentals far more important now than macro analysis.

Much is to be determined, but e-commerce facilities, RV parks and suburbs are well positioned.

But there is a sharp dividing line between the winners and losers.

The virus and unemployment rate will dictate consumer behavior. Plus human nature.

Being in the right stocks starting to matter more than being in stocks.

The news is dismal, but stocks appear to be looking past it to a potential rebound in the year's second half.

Information technology and health care are attractive now.

As troubling data pours forth, the pain trade is to the upside.

Data over the next few weeks and months will be ugly, but better times lie ahead.

Companies that continuously innovate should continue to lead.

Market internals saw some promising developments but patience is warranted.

More regionalization, digitalization and taxes.

Income investors shift goals from growth to security.

That the Fed has been adjusting its policy action is impressive and important.

GDP fell 4.8% in the first quarter, but expect economic growth by the third.

The FOMC statement reiterated it will not hold anything back to aid the economy.

As Linda settles in at home, she ponders if we're getting ahead of ourselves.

Massive policy response and a crisis-fed acceleration of positive macro trends.

The length of the crisis will decide.

As investors navigate this storm, ESG is becoming a leading quality factor.

With market likely stuck in trading range, finding winners & losers becomes key.

Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.

Portfolios should be worth more in 18-24 months.

A pullback is not unusual after a strong rally.

We see through this technical recession to a sharp recovery in the second half of 2020 and beyond.

The coming USD 30 trillion wealth transfer from baby boomers to 75 million millennials is expected to drive the growth of responsible investing.

As bad as it may seem, history suggests better days and opportunities lie ahead.

New OPEC and Russia reductions should raise prices, but demand must rise to stabilize the market.

Unprecedented stimulus is putting some investors' minds at ease.

And returns to secular bull uptrend as investors see light at end of tunnel.

We're in somewhat of a holding pattern as we await clarity ... and opportunity

As she adjusts to working from home, Linda wonders what happens when all the bills come due.

The disastrous March jobs report didn't even factor in the terrible last two weeks.

It's looking like a U-shaped recovery is the most likely outcome.

Insights on the innovation and opportunities that arise out of difficult times.

ESG implications of an increasingly virtual economy.

Federated Hermes strategists remain overweight equities but make adjustments.

Navigating volatile markets may take calming breaths, averaging in and time.

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

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

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

Perspectives on international investing in this volatile environment.

Bottoming process continues.

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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

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

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

Six indicators can be predictive of the election outcome.

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

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

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

Steve Chiavarone doesn’t think so.

Measured from October to January, holiday retail sales impressed.

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