Stocks Outside US Reasonably Cheap
As investors look for opportunities in the current market environment, many have followed the flight to safety crowd, but Research Affiliates Founder and Chairman Rob Arnott, thinks that US stocks are overpriced and investors are overlooking opportunities in foreign equities.
Are Markets Fighting The Fed?
There are several sayings on Wall Street. One of them is “Don’t fight the Fed”, but markets seem to be doing exactly that. Morgan Stanley Managing Director, Lisa Shalett believes the US equity market is fighting the Fed, ignoring leading economic indicators, and that could mean pain for overly optimistic positions down the road.
Earnings, Outperforming Global Equities, and Employment
Michael Reinking, CFA, Sr. Market Strategist, for the New York Stock Exchange**, discusses Q1 2023 earnings, U.S. equity performance compared to global equities, and what the latest in employment news will mean for the Fed.
Earnings Season: Week 1 of Q1 2023
Tim Anderson, Managing Director at TJM Investments, shares updates from week one of earnings season, thoughts on bullish European equity markets, and why the US debt ceiling doesn't matter to markets.
Outlook As Markets Open In 2023
Tim Anderson, Managing Director at TJM Investments, discusses how investors are feeling ahead of the first opening bell of 2023.