We are almost two-thirds of the way through earnings season (60% of S&P 500 companies have reported) and there are a few important takeaways. First, earnings are coming in better than expectations.
Chief Market Strategist Cameron Dawson notes most earnings are beating expectations, but the market’s relatively muted reaction should not be a surprise.
Chief Market Strategist Cameron Dawson takes an updated look at the international markets, which have been outperformed
by the U.S. by nearly 300% since 2009.
We are not going to go out of our depth to provide thorough country assessments, but instead, look at what the broad make-up of the indices and their relative performance can tell us about the future prospects of these non-U.S. markets.
Prior to this downdraft, we had been in an incredibly resilient period for equities. In fact, it was the second-longest period on record without a 5% correction (the longest was 2017).
Here, we introduce a new video feature, Top Charts, in which Chief Market Strategist Cameron Dawson will illustrate key topics discussed in our recent Weekly Perspectives, podcasts and other media appearances.
Many prognosticators think the bond market is reacting to just the technical/positioning driver, but we think it is a mixture of positioning, peak data, and preemptive fed.
Fieldpoint Private’s Cameron Dawson spoke with Closing Bell about the prospects for a market pull-back, sectors likely to drive it, and the cyclical factors investors should be thinking about.
It is clear that the one-time impacts from the shocks of shut-down and reopening will dissipate in the coming months. The base effect tailwind of easy comparisons from 2020 becomes a headwind of tough comparisons next year when comparing to 2021.
The S&P 500 had its 33rd day in 2021 closing at an all-time high last week, though, since April, a declining number of stocks have been joining in on the new-high party.
Some assets are indicating rising deflation risks, while other asset prices are indicating a continuation of the cyclical, reflation trade.
In “Chapter 2,” we focus on another, somewhat unexpected, proposal: that gifts of appreciated property would trigger the immediate recognition of taxable gain.