Investors are treading on thin ice. Fading fiscal stimulus, interest rate hikes, and high valuations are problematic. Soon, slowing earnings

Central bankers got ‘transitory’ wrong. But now they may be on the verge of a bigger mistake. Let’s hope not.

Slowing earnings, Chinese growth and French elections are likely to be more important for 2022 markets than inflation, fiscal policy or bond

We consider five provocative, challenging and even uncomfortable themes that could dominate the 2022 news cycle.

As the third quarter earnings season kicks off, all eyes will be on cost pressures. Margin compression is a concern, but the biggest questions

Markets have become more volatile. That’s unsurprising, given high valuations, moderating growth and peak earnings. But volatility is also

Easy monetary policies and the absence of compelling alternatives have pushed investors into one of the great equity market advances in history.

Chairman Powell pulled off an impressive feat on Friday. He signaled the Fed’s willingness to taper without unleashing a tantrum. The secret:

The Fed faces difficult decisions. The incoming data suggest tapering is imminent. But risks are also on the rise.

The dog days of summer are here. But when the ‘big dog’–aka the Fed–arrives, the heat may shift to the markets.