Andrew Sheets: The Uncertainty of the Fed’s New Certainty

Although the S&P 500 has continued to make new highs, underneath the surface, a shift in market leadership may be sending a signal about the hard work of reopening.

5 Huhti 20213min

Over the last 30 years, April has been one of the best months of the entire year—and this year, the rainy month could have some extra advantages.

1 Huhti 20213min

As the Biden administration unveils the Build Back Better plan, investors are asking: how will it be paid for? The answer is likely important for the economy and markets.

31 Maalis 20213min

As China moves to make good on carbon targets, it will turn increasingly toward a large scale green investment strategy across its economy.

30 Maalis 20214min

A look at why investors may want to position for a shift from early cycle conditions to more mid-cycle characteristics as the economy heads toward re-opening.

29 Maalis 20213min

The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.

26 Maalis 20213min

Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.

25 Maalis 20219min

Most Trump era barriers remain in place and new ones may even be implemented by the current administration. Markets should pay attention.

24 Maalis 20212min