Roaring job market puts ‘boomflation’ back on the map for investors

Instead, concern focused on what a dizzying job market and rising costs mean for stock and bond portfolios, particularly if it turns into a combination of higher growth and inflation with staying power. How to call such a scenario? “Boomflation,” said Kent Engelke, chief economic strategist at Capitol Securities Management, pointing to annual wage gains … Read more

Inflation takes over as the next big focus for markets after July’s monster jobs report

Investors shifted their focus to inflation in the week ahead, after July’s strong jobs report signaled that the Federal Reserve may need to take an even tougher stance on interest rate hikes. It could also be a week for investors to watch whether rising Treasury yields begin to dampen the tech sector’s summer rally. The … Read more

Opinion: The S&P 500 is very close to crossing this crucial level and challenging the bear market trend line

The S&P 500 Index may be about to lock in two major SPX bulls, -0.04% milestones. First, the S&P has rallied from that mid-June low to major resistance at 4170. A two-day close above that level would be quite bullish and set the stage for a challenge to the downtrend line that defines this market. … Read more

Why Mark Mobius Thinks US Stocks Haven’t Bottomed and Where He Sees Opportunities in Emerging Markets

The US markets have provided plenty of excitement this year to keep investors on their toes. But as poorly as US and European stocks have performed since early 2022, emerging market stocks have done worse. But as the US dollar retreated from its multi-decade highs last month, investors including Allianz’s Mohammad El-Erian noted that valuations … Read more

Markets face a crucial summer week, with Fed, earnings and economic data

A trader works on the floor of the New York Stock Exchange (NYSE), June 27, 2022. Brendan McDermid | Reuters There is a dizzying amount of news for markets to navigate in the week ahead, the biggest of which will be the Federal Reserve’s midweek meeting. The two largest companies in the US Microsoft Y … Read more

Bear Market Bottom for US Stocks? What professionals say when the S&P 500 tests 4,000

Stock market bulls feel bold, with some declaring a 2022 bottom is in place, as indices looked poised early Monday to extend a bounce from their June lows, while skeptics still see little evidence of more than a rebound from the bear market. Stock index futures pointed to a higher start for Wall Street on … Read more

Will the stock market rally turn into a sell-off? This Bond Market Indicator Could Alert Investors

Now that the Federal Reserve appears to have abandoned your forward facing tool In favor of being “data dependent” to help inform their future path for rates, investors should keep an eye on this gauge of inflation expectations for signs of a change in market sentiment. Look at the five-year breakeven rate of inflation, one … Read more

Market Bottom or Bear Market Rally

US stocks fell on Monday as all three major indices came off a solid month of trading gains in July, leaving investors wondering once again if the bear market rally is fading or if this it was just a small problem on a bigger bounce. In July, all three major indexes posted their best month … Read more

Financial markets may see a three-month run of 8.8% inflation readings starting next week, adding to ‘bad news’

Savvy financial market inflation traders expect a run of headline US consumer price readings of roughly 8.8% annually over the next three months, beginning with the release of July data on August 10. While such readings would be down from June’s 9.1% reading and support the theory that inflation may have hit a nearly 41-year … Read more