JHEStaff

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.

Beneath the calm exterior of markets, rotation and counter-rotation are befuddling asset managers. That’s not likely to change.

It is clear that taper talk has arrived, and it won’t go away easily. What does this mean for markets?

It is time for the Fed to normalize its language. If the Fed is to preserve its credibility and promote sounder financial market conditions,

Recently, Warren Buffett made headlines by declaring that he is seeing ‘substantial inflation’, while Fed Chairman Powell calls it only

Over the next five days investors face a veritable tsunami of corporate earnings and economic data releases. The week’s data deluge will

The stage is set for rising global output and corporate earnings for the remainder of 2021. Rotation has arrived in sector terms, and is now

This week kicks off the first quarter 2021 earnings season in earnest. The bar is high, and the data will soon need to validate embedded expectations,

Today, as the Biden Administration unleashes the full power of the Federal Government to heal the economy, it is an opportune time to take

The Ever Green fiasco is the perfect metaphor for what can go wrong in today’s economy. Efficienct supply chains lack adequate redundancy.

The Fed and the markets are playing risky games. Can each hold its nerve?

Reflation and Rotation are all the rage. But over time, re-balancing matters more.

By tolerating an inflation overshoot, the Fed may be boxing itself in. Fine tuning is the stuff of hubris, and hubris rarely serves anyone

Investors have been unnerved by rising bond yields. But volatility is not the enemy. Keep an eye on what really matters — economic re-opening

David Bowie’s ‘Let’s Dance’ may be catchier than ‘Scary Monsters’, but investors would be well advised to watch out for what lurks

Swimming against a tide pushed forward by massive policy stimulus seems likely to leave contrarian investors with little to show for their

Divisions among the Democrats are opening, with potentially profound impacts on a cyclical recovery, inflation, financial markets and longer-term