Seniors Are Making The Economy Stronger
Consumer spending has remained remarkably resilient despite the Federal Reserve's efforts to raise interest rates. An often overlooked but significant factor contributing to this resilience is the aging population.
Go Deeper (3 min read)Where Are Rates Going?
The threat of a bond selloff looms large, casting doubt on hopes for a soft economic landing. The surge in long-term interest rates, reaching levels not seen in 16 years, raises concerns, especially as the exact triggers behind this move remain unclear.
Go Deeper (4 min read)Households Are Not Cooling Down
By now, consumers were expected to reduce their spending for several reasons. Interest rates have risen, inflation remains high, pandemic-related savings have dwindled, and the labor market is showing signs of cooling.
Go Deeper (3 min read)Peak Europe?
The European Central Bank (ECB) has hiked interest rates by a quarter of a percentage point to a historic high but indicated that borrowing costs in the eurozone may have reached their zenith, causing the euro to plummet.
Go Deeper (2 min read)September 2023 - Commentary
Federal Reserve officials caught the financial markets off guard on Wednesday by indicating that they don't intend to reduce interest rates as significantly as previously anticipated.
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The Chinese Value Trap
Investors involved in Chinese equities have transitioned their focus from pursuing growth prospects to seeking undervalued opportunities.
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IPO Activity Heats Up
British chip designer Arm, grocery delivery firm Instacart, and marketing-automation platform Klaviyo are collectively aiming to raise billions of dollars through stock offerings in September.
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Good News Is Bad News
The new normal in the stock and bond markets makes it more difficult for investors to build diversified portfolios.
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U.S. Consumers' Status
Dick’s Sporting Goods and Macy’s experienced significant declines in their stock prices on Tuesday, marked by red down pointing triangles, as both retailers reported weaker-than-expected quarterly earnings and provided cautious forecasts for the remainder of the year.
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Powell Is Walking A Fine Line
Federal Reserve Chair Jerome Powell presented his case for maintaining current interest rates, while keeping the option open to raise them later this year if economic conditions fail to subdue inflation.
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Pay Is Cooling Down
Compensation for new hires is undergoing a contraction following a period of substantial salary increases, prompting individuals to readjust their expectations regarding financial gains when switching jobs.
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