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Stock Markets and the Economy

Found 201 Articles.
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Markets Are Reacting to Tighter Money

October 19, 2018

One of the best-returning periods ever for financial assets is ending. Beginning in 2009, global central banks pumped money into the markets in an attempt to boost economic growth by increasing wealth. It largely worked. A traditional balanced portfolio of 60% U.S. stocks and 40% U.S. bonds had one of its best nine-year periods ever. […]

It’s the Economy vs. the Fed

October 16, 2018

How long will economic growth increase in the face of the Federal Reserve’s tighter monetary policy? Economic growth has increased despite the Fed’s actions because of tax cuts, reduced regulation and other factors. Second-quarter gross domestic product (GDP) growth exceeded 4%, shocking many economists. The Small Business Optimism Index from the National Federation of Independent […]

Data Provide Mixed Bag of News

October 4, 2018

Economic growth decelerated in August, but the economy still grew at a healthy rate. No one should be surprised about slower growth in August, because July’s economic data were among the strongest of the last two years. The reports for August activity were released in September, so now we can take a comprehensive look and […]

Economy Perseveres against Tighter Monetary Policy

September 27, 2018

For several years now, the economy has been resisting the Federal Reserve’s tighter monetary policy. In 2015, the Fed stopped its quantitative easing program, and it has been increasing interest rates at a very slow rate ever since. The Fed also is letting the bonds and mortgages it bought mature and roll off the balance […]

Why Not to Use a Single Piece of Data

September 13, 2018

Investors recently were given another good reason why not to rely on one piece of data to make decisions. For years, we’ve been told that Americans weren’t saving enough money and that the savings rate was declining, even after incomes and asset prices recovered from the financial crisis. As it turns out, that was all […]

Weighing Positives and Negatives in Today’s Markets

August 27, 2018

Headwinds and tailwinds continue to tussle against each other, confusing the outlook for investment markets and the economy. For several years, synchronized global monetary expansion provided floors under stocks and the economy. But the Federal Reserve is now tightening monetary policy, and other central banks, with the exception of Japan’s, are preparing to follow suit. […]

The Fed’s Tighter Policies Are Starting to Bite

August 1, 2018

As the economy continues to generate positive economic data, investors should ponder what will happen when the one-time factors supporting the markets and economy fade. The Federal Reserve started to tighten monetary policy in 2015, but the economy continues to grow. That’s partly because it usually takes two years or so for a change in […]

Inflation and Cost Pressures under Control

July 26, 2018

Many people are worried about a jump in inflation, but I expect the forces that are currently constraining price increases to continue to do so. Recently, pressures for higher inflation have been fairly strong. Most inflation measures finally reached or topped the Federal Reserve’s target of 2% over 12 months. Businesses are reporting cost pressures […]

December 2021:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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