Assessing the Path Forward for Central Banks Alec Young, our Chief Investment Strategist, joins BNN Bloomberg to talk about assessing a path forward for central banks. And explains why Fed rate cuts are bullish for dividend growth stocks. Read more »
The Fed finally did it. They cut interest rates. Our equity stance is summed up as follows: R.I.P. Bears! So often, traders overcomplicate stock market price action. You can see it all over the media with recaps of yesterday’s wild ride. Major indices were up triple digits during the Fed presser… then they finished the… Read more »
The time has finally come. A new macro chapter is unfolding. Rate cuts are imminent, buy small- and mid-cap stocks now. The September doldrums came right on time with all market-cap flavors taking a beating. As I write this, the S&P 500 dropped 2.5% in September and the S&P Mid Cap 400 has dropped 4.7%…. Read more »
Stocks have had a great year. But recent market volatility has gotten investors spooked. Traders are worried about 2 potential market headwinds: the path of Interest rate cuts and election uncertainty. Today, we’ll debunk Wall Street’s latest economic and election worries. We’ll highlight why the pace of rate cuts matters and the 2 sectors to… Read more »
When it comes to the state of the markets, Alec says the latest stream of economic data shows signs of a “mid-cycle slowdown.” What does that mean for your portfolio? Overcoming Investment Fears Surrounding Ecodata and the Election Alec Young, our Chief Investment Strategist, joins Oliver Renick on Schwab Network. Read more »
Most believe equities have gone nowhere the last 2 months. On one hand that’s true. On the other, there’s a monumental money shift into dividend growth stocks. As I’ve said many times before, money rarely leaves the market – it rotates. And right now, we’re witnessing one of the largest rotations in recent memory. Over… Read more »
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If you’re only focused on Tech stocks right now, you’re missing out. A massive rotation that began months ago is in full force. Interest rates are falling. And that makes a bullish case to own real estate stocks into yearend. One of my favorite write-ups this year signaled a monster reversion trade was coming. If… Read more »
Think the market’s done going higher? Think again. There’s more pain coming for the bears. Today, we’ll make the data-driven case of how the S&P 500 can reach 5900 by yearend. Here’s the reality, stocks have an incredibly strong setup on the macro front: These few facts alone are a powerful cocktail to keep the… Read more »