by
Brad McMillan
A look at what happens when interest rates start to rise.
by
John Canally
LPL’s chief economic strategist writes that the firm expects U.S. GDP to grow 2.5% to 3% next year––below its post-World War II average but better than the past 6 1/2 years.
by
John Mauldin
Some Boomers are working past retirement age because they like it; other Boomers are working later in life because they have to.
by
John Mauldin
The growing divergence in central bank policies has created a great imbalance in the global economic order, meaning the rising dollar to trigger the next global financial crisis.
by
John Mauldin
The gig economy, and the independent contractor world in general, is almost completely divorced from anything that looks like a social safety network.
by
Richard Bernstein
The stock market is behaving exactly as fundamentals suggest it should, but investors’ recent range of emotions suggest they have taken their eye off the ball.
by
Brad McMillan
The three most important issues for next year are the U.S. consumer, Chinese growth and energy prices.
by
Mohamed El-Erian/Bloomberg View
The October jobs report on Friday provides a domestic green light for the Federal Reserve to raise rates when its policy-making committee meets, says Mohamed El-Erian.
by
Barry L. Ritholtz/Bloomberg View
Pick just about any hot stock or sexy startup, and beyond the hard numbers, there is often a great narrative about why this company is going to be the next great story.
by
John P. Calamos, Sr.
Our investment positioning is cautious, but reflects our view that the markets offer many opportunities, particularly among growth-oriented equities and convertibles, along with high yield.
by
Brad McMillan
The current assumption among analysts is that we will have an “earnings recession.” Presumably, it would be bad for the market, right? Not so fast.
by
Gregg S. Fisher
Making money by identifying growth stocks with momentum characteristics isn’t as easy as it sounds.
by
Nick Kalivas
There have been clear sector winners and losers so far in 2015, but momentum headed into 2016 could be shifting.
by
John P. Calamos, Sr.
While recent job growth data has fallen short of expectations, our view is that the U.S. can still continue on its slow growth course through 2015.
by
Brad McMillan
Without some type of Republican internal agreement on at least whom to elect as speaker, it’s hard to see any resolution to the debt ceiling debate.
