Here’s my summary of what the 2026 Cycle Composite suggests about the new year: ...
The S&P 500, Dow Jones Industrial Average, and Nasdaq Composite have moved into uncharted territory -- and stock valuations are nearly there, as well. The time-tested Shiller Price-to-Earnings (P/E) ...
Despite how it may seem, modern-day narratives rarely drive market swings. Tariffs, political headlines, niche trends like rare earth materials, or speculation about which company OpenAI partners with ...
Equities remain elevated for now, but a tired market cycle and rising commodity prices signal increasing downside risk into late 2024 and 2025. Cyclical commodities, especially industrial metals and ...
Long-term Treasury yields don’t necessarily fall in the Federal Reserve’s interest-rate-cutting cycles, with history showing they sometimes rise on average, according to Deutsche Bank Research. “At ...
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