Will rising inflation and bond yields spoil the party?
A year of “unprecedenteds” sets stage for an unexpectedly strong move higher in stocks.
Three things to watch in 2021.
We’re positioned for “risk on” but worry most everyone else is too.
Yet the 'January Barometer' suggests 2021 could be positive for equities.
Weekly Cash Commentary.
Weekly Bond Commentary
Covid-19 surge and delay in stimulus led to first decline in jobs in eight months.
Market melt-ups can last a long time.
With the slimmest of margins, Democrats will have to compromise.
Weekly Cash Commentary
The new year revives old optimism.
Congress' delay in reaching a new fiscal stimulus deal has hurt consumer spending.
It's not just Santa that has the market in a holiday mood.
Federated Hermes adds equity exposure, sets 4,500 and 5,000 targets for S&P 500 in 2021 and 2022.
Perhaps due to fiscal stimulus talks, the FOMC meeting was quiet.
It's a 'heads I win, tails I win' setup for 2021.
What might the markets do as we all hunker down?
We continue to think the S&P will reach 3,800 this year and 4,200 in 2021.
2021 risks are far more to the upside than downside.
As Wall Street searches for worries, stocks keep climbing.
Lawmakers deserve coal in their stockings for not passing a new stimulus bill.
The Federal Reserve’s tussle with the White House was something to behold.
Manufacturing, consumers help drive Dow, other indexes to new highs.
The market is offering a lot of options.
3 varieties of value stocks offer opportunities.
Plenty of reasons to be optimistic.
With more fiscal stimulus, the market can too.
2020's sure been volatile. 2021 could be better.
We're going to be hearing about Georgia ad nauseam in coming weeks.
Market’s attention shifts to the Senate.
Vaccination hopes add to factors favoring stocks.
The promise of more normalized relations. Combined with Covid optimism, it’s positive.
Election outcome 1 of 5 reasons risk assets are on a tear.
Key Federated Hermes investment professionals weigh in on election's implications.
The labor market continues its positive momentum.
There's a non-zero risk we're celebrating the crash of the Blue Wave prematurely.
A razor-thin margin outcome is enough to make the market dance.
More favorable risk environment prompts an increase in our equity overweight.
Presidential result could take days but Senate holds Red and divided government assured.
Lack of presidential outcome leads to market uncertainty.
Try to stay focused on long view, which is good in almost any outcome.
After the election, cash managers have much to consider.
Might a silent majority favoring Trump pull another election surprise?
Despite Q3's blowout GDP figure, the U.S. likely will need a few more quarters to break even.
Spiking Covid cases, no extra stimulus and a possible contested election.
A fiscal policy win regardless of outcome has markets looking past Nov. 3.
2021 is setting up nicely for stocks regardless of who wins.
The race could tighten but whatever happens, the market should be fine.
We expect third-quarter GDP growth to be the strongest in U.S. history.
A strong end to Back-to-School sales bodes well for the holiday shopping season.
Dollar weakness could make for opportunities overseas.
Pullback could be in offing against promising long-term outlook.
The accelerating and global use of new technologies are keeping prices in check.
A contested election is consensus, with little worry about who ultimately wins.
Why are stocks rising in the face of a potential Blue Wave?
A disputed election headlines potential risks heading into year-end.
Many developing economies are home to global technology leaders.
It may not matter all that much to the market.
Jobs report better than headline number, and Trump's illness might prompt fiscal aid.
A simple guide to a very complicated set of possibilities.
The money market industry is too focused on the trees.
Why these vehicles are rivaling IPOs as an option to go public.
Virus and election risks weigh on investors.
A presidential debate primer.
Investing with portfolio management teams that include women can be good for your portfolio.
2020 elections have significant ESG implications.
Quirky back-to-school shopping contributed.
The Fed sharpens its new policy framework with strong forward guidance.
With polls tightening and debates around the corner, it's getting very interesting.
It starts with the Fed.
Why we think the rotation out of tech could have legs over the next 6 months.
Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.
A rebound led by the labor market, housing, autos, manufacturing and consumers.
I don't share my neighbor's worry. But this week reminds it's never a 1-way market.
Led by the household survey, the labor market continues to heal.
They provide short-term funding that oils the economy's gears.
Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.
If the Fed's strategy to spur inflation works better than expected, hikes might come sooner.
Weekly cash commentary
Ultra-easy Fed and record stimulus represent a double dose of support for stocks.
Policy change to let labor market run hot as long as prices don’t.
Securitized credit sectors appear to be holding up well so far.
Weekly bond commentary
Is it a bubble?
Dems took the first swing; now the GOP gets its chance.
Emerging innovators, and not the behemoths, may point way to long-term growth.
Celebrating a democracy milestone—100 years of women’s voting rights
An all-in Fed covers a lot of potential worries and issues.
Create a safe, legal immigration framework for foreign workers.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Some aspects of life and the economy are getting back to normal quicker than others.
Liquidity is abundant but fundamentals remain iffy.
Our humanness can trip us up when it comes to investing.
Election Day may be nearing but the market doesn't seem all that invested.
Effective integration of environmental, social and governance factors requires a customized approach.
Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.
Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.
June prime example of how liquidity asset flows benefit investors and the economy.
In times of crisis, human capital and stewardship matter even more.