Investment Perspectives

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Biden's Fed Pick Is Not What The Economy Needs

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Adriana Kugler would tilt the central bank toward a labor market focus when inflation expertise is needed.

Nasdaq 100 Rally Shows The Bears Got Up Too Early

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Ultimately, it was never going to be easy for consumption and earnings to fall off a steep cliff so soon.

Should We Really Sell In May?

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While investors shouldn't let rules of thumb override financial fundamentals, there are times when the fundamentals are hazy.

Shifting The Inflation Goalposts

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Adjusting the definition of price stability to support fiscal spending may result in higher inflation and slower growth.

A BRICS Revival?

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For the West, the growing influence of the BRICS nations holds an important lesson.

Who's Not Sweating The Debt Ceiling? The Markets

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Traders don't believe that Congress is foolish enough to allow a default.

Looking Back At The Markets In April And Ahead To May 2023

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After moderate gains in March, markets continued to rally in April.

Battle Inside The Beltway

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Time is running out for Congress to raise the debt ceiling.

Pension Funds Share Blame For Private Equity's Horror Stories

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The promise of high returns has encouraged retirement funds to pour money into PE investments, with terrible results.

Rosenberg Sees Three- Or Four-Quarter Recession Starting Now

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What shape the recovery will take remains unclear with so much uncertainty, he said.

Still Dodging A Downturn

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The April Jobs report came in stronger than expected and revealed a resilient labor market.

Can The Global Economy Avoid A Lost Decade?

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The coming downturn is not inevitable, but restoring global growth will be extremely challenging for two key reasons.

What The Fed Will Do--And Why

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Don't expect any real news from Chair Powell at the end of the regular meeting of the Fed today.

Property Owners Look To Go Passive

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Savvy financial advisors are positioning themselves to provide intelligent solutions for high-net-worth property owners.

JPMorgan, First Republic And The Curse Of The Second Best

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The solution to regional bank's crisis raises more questions and concerns about the U.S. financial system.

Lower Mortgage Rates Won't Make Homes More Affordable

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The housing market is so tight, any relief on borrowing costs will just drive up prices, providing little help to buyers.

Similarities Between Roth IRAs And Non-Dividend Paying Stocks

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Tax-wise, fewer or no dividends benefits the shareholders, who minimize or avoid the immediate taxable income.

When Money Stops Talking

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The proliferation of alternative payment methods has made monetary aggregates much less relevant to the economy.

10 Reasons Clients Should Be Optimistic About The Future

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Clients might be grim about the economy or the stock market. Here are 10 reasons they could be optimistic.

All Eyes On Earnings Season: What To Expect For Q1 2023

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Overall, we can look for a small decline rather than a moderate one, and possibly even a gain, in earnings.

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