Despite stock prices being high and classical valuation measures being elevated, BlackRock's Rick Rieder isn't concerned about the asset class. And it has to do with interest rates.
"Although economic data are extremely strong now, an ISM reading above 60 typically marks the peak of growth and presages economic and equity deceleration," Goldman Sachs observed.
According to a new survey from Bank of America, more fund managers expect the economy to look like Goldilocks instead of Secular Stagnation.
Goldman Sachs lists 7 reasons why investors are worried about the stock market, but also identifies 2 reasons why the market will be fine.
Hurricanes come with significant economic costs. Though the impact has been less significant on stocks given the subsequent pick-up in disaster-induced public and private spending
With the US debt ceiling, there's no historical parallel to assess how a technical default would reverberate through the economy. Nevertheless, JPMorgan offers a scenario, which could unfold like the Lehman Brothers bankruptcy.
Warren Buffett knows that the best time to buy stocks is when people are worried. And history is riddled with such opportunities.
Fed Chair Janet Yellen's speech at Jackson Hole is expected to avoid talk about monetary policy. But some economists think that could be hard to do.
In the long run, stock prices are driven by earnings and valuations. Still, it's fun to look back at how stocks performed following eclipses.
Yale's Robert Shiller and Bank of America Merrill Lynch both survey investors about how they feel about valuation levels. And according to recent results, they don't feel great.
"I can’t even believe I have to write this: standing up to Nazis is essential; there are no good Nazis. Or Klansmen, or terrorists," Murdoch said in his note.
Analysts say the weak dollar is good for the stock market, particularly because the market has a lot of international exposure. Analysts also say the weak dollar is Trump's fault.
The U.S. dollar rallied strongly after the election of Donald Trump. But since the beginning of the year, it has tumbled as investors have lost confidence in Trump's ability to advance his policy promises.
Companies often make adjustments in their earnings for nonrecurring items. You'd think these adjustments should cut both ways. But historically, these adjustments have tended to be favorable.