Markets
Market context, chart-driven reads, and weekly advisor talking points.
- Markets
Energy Shock From Iran Conflict Puts Central Banks in a Difficult Position
The size and duration of the oil-price shock are key variables in determining the ultimate impact.
Alliance Bernstein - Markets
HALO Stocks Spotlight: How Old Economy Leaders Weather Market Shifts
With ongoing conflicts and market uncertainty, is it still worth looking at the old established names to stay diversified? Plus 3 fund ideas.
Guest Contributor - Markets
Oil’s Next Move Could Rattle Markets
The next two weeks will determine whether this is a sharp shock with a clean resolution or the beginning of a longer repricing cycle.
Lance Roberts - Markets
Real Value: Looking Through The Value Rotation Illusion
A passive investment environment is oftentimes agnostic to valuations, blurring the lines between traditional investment styles like value and growth.
Michael P. Lebowitz - Markets
Oil Curve Signals Short-Term Spike, Not Lasting Shock
In the context of the current Iran conflict, the oil curve is signaling that the short-term spike is unlikely to last.
Michael P. Lebowitz - Markets
War Headlines, Market Volatility, and the Investor’s Real Advantage: Time
Here are our key investment strategies when geopolitical factors make markets volatile, plus 3 fund ideas.
Guest Contributor - Markets
Payroll Shock and Oil Surge Trigger Worst Week Since October
Friday’s session carried the unmistakable signature of institutional distribution, not a garden-variety pullback.
Lance Roberts - Markets
Iran Conflict Raises Stakes for Oil, Inflation, and Global Markets
Most geopolitical issues are geographically contained and only indirectly impact domestic growth and earnings.
J.P. Morgan Asset Management - Markets
A Black Swan Yawns — And Markets Shrug
Black swan arrived over the weekend, yet the consequences have so far been minimal. Investor psychology is a major factor behind the relative calm.
Steve Sosnick - Markets
Will Oil Prices Unleash A Wave Of Inflation?
However, the fear that significantly higher, sustained oil prices will unleash a wave of inflation is gaining popularity and merits discussion.
Lance Roberts
