Weekly State of the Market: Rising Yields/Rates Impact

Why rising rates and a flatter curve signal a potential downturn:  The U.S. economy has seen a prolonged period of growth without a recession. As the business cycle has...

At the end of the previous trading week, the S&P 500 (SPX) was enjoying its fourth-straight up week (its...

The J.P. Morgan View Growth versus virus now, vaccine versus virus later —an update on a conflict and a...

Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...

9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help...

When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...

Throughout this bull market, stock investors have bemoaned an incessant lack of breadth.  Leadership has been remarkably narrow.  The...