Inflation takes over as the next big target for markets following July’s monster jobs report

Inflation takes over as the next big target for markets following July’s monster jobs report

Investors shift their focus to inflation in the coming week after the July employment report signaled that the Federal Reserve may have to take an even tougher stance on interest rate hikes. It could also be a week where investors will be watching to see if rising Treasury yields begin to slow the tech sector’s … Read more

The roaring job market puts “boom inflation” back on the investor map

The roaring job market puts “boom inflation” back on the investor map

Instead, concern has shifted to what a booming labor market and rising costs for everything means for stocks and bond portfolios, particularly if it morphs into a resilient mix of higher growth and inflation. How to call such a scenario? “Boomflation,” said Kent Engelke, chief economic strategist at Capitol Securities Management, indicating that annual wage … Read more

Opinion: The S&P 500 is so close to breaking through this crucial level and challenging the bear market trend line

Opinion: The S&P 500 is so close to breaking through this crucial level and challenging the bear market trend line

The S&P 500 Index may be in the process of securing two major bullish SPXs, -0.12% milestones. First, the S&P rose from that mid-June low to the major resistance at 4170. A two-day close above that level would be quite bullish and set the stage for a downtrend line challenge that defines this bear market. … Read more

Why Mark Mobius thinks US equities haven’t bottomed out — and where he sees emerging market opportunities

Why Mark Mobius thinks US equities haven’t bottomed out — and where he sees emerging market opportunities

The US markets have provided a lot of excitement this year to keep investors on their toes. But while US and European equities have performed negatively since early 2022, emerging market equities fared worse. But as the US dollar retreated from its multi-decade high over the past month, investors, including Allianz’s Mohammad El-Erian, pointed out … Read more

Markets face crucial summer week, with Fed, earnings and economic data

Markets face crucial summer week, with Fed, earnings and economic data

A trader works on the floor of the New York Stock Exchange (NYSE), June 27, 2022. Brendan McDermid | Reuters There’s a head-spinning amount of news for markets to navigate in the week ahead, the biggest of which will be the Federal Reserve’s midweek meeting. The two largest US companies – Microsoft and Apple – … Read more

Will the stock market rally turn into a selloff? This bond market indicator could tip investors

Will the stock market rally turn into a selloff?  This bond market indicator could tip investors

Now that the Federal Reserve appears to have ditched its forward-looking guidance tool in favor of being “data dependent” to help inform its future rate path, investors should keep an eye on this indicator of inflation expectations for investors. signs of a change in market mood. Look at the five-year break-even inflation rate, one of … Read more