Chief Market Strategist, Cameron Dawson, joined CNBC’s Closing Bell to discuss the outlook for markets for the remainder of 2021 and into 2022. She discusses why equity returns could be lower in 2022 than in the prior three years and why a stronger dollar is a key risk to watch…
Believe it or not, November 8, 2021, marks the 50th anniversary of Led Zeppelin IV (also known as “the fourth album,” Runes, Untitled, Four Symbols, and ZoSo). The album was powered by the resentment that the band had for music critics, who claimed that Led Zeppelin’s success was “driven by…
While big foundations often make headlines, in aggregate, individuals play the dominant role in philanthropy through both monetary gifts as well as their volunteerism. Here we discuss the state of philanthropy in America, and key trends empowering the individual.
Money is getting more expensive around the world. At least in the short term. Over the past couple of weeks, we have seen an incredible surge in 2-year government bond yields across major economies (see chart page at the end of the update).
Last Friday, Federal Reserve Chairman Jerome Powell spoke at a Bank of International Settlements conference. He said, “I do think it’s time to taper, I don’t think it’s time to raise rates.”
Chief Market Strategist Cameron Dawson joins Bloomberg’s Guy Johnson and Taylor Riggs to discuss the impact of higher energy prices on industrial and manufacturing demand.
It is important to reiterate that even though today’s economic environment does not fit the definition of stagflation at this time, there are still market and growth risks associated with higher inflation.
Stagflation is the market obsession du jour, with commentators and analysts fretting over the combination of high inflation and weak growth, making frequent comparisons to the 1970s.
Today we released a new episode of our podcast, Fieldpoints of View, where I discuss the commodity landscape with Brad Klein and Bob Hyman of CoreCommodity Management. Brad and Bob are experts in the world of commodities, each with well over 30 years of experience in the asset class.
Chief Market Strategist Cameron Dawson talks with CNBC’s Wilfred Frost and Sarah Eisen about whether recent volatility is affecting investor behavior, the dynamic of high Q3 earnings expectations amidst recent negative earnings updates, as well as potential opportunities within the tech sector.
After a dormant summer, we think investors could get another chance at cyclical outperformance. But buyer beware, this outperformance could be relatively short-lived as the economic and monetary policy cycle progresses. So as we often say with cyclical investing: we’re here for a good time, not a long time.
Even Winston Churchill, who toured the Line in 1939, wrote that the wall meant “the French cannot be surprised.” But less than a year later, in May of 1940, the French were certainly surprised.