Blogs

Investors look to the future.

Last week, employment and manufacturing data confirmed that the United States economy continued to strengthen in November, but positive economic news was overshadowed by investors’ concerns about the spread of coronavirus and Federal Reserve policy.

Let’s start with the economic news.

COVID-19 strikes again. 

The Markets

Thinking about the possibilities.

The Markets

Economists like to joke that inflation is just right when no one notices it.

Feeling bullish…

Investor bullishness ticked higher last week on all four investor sentiment gauges tracked by Barron’s. Investor optimism may have been fanned by positive financial and economic news. For example, last week:

The road to recovery is slow and bumpy. 

The Markets

It’s MESSI!

No, this commentary is not about Lionel Messi, the Argentine soccer phenom who is widely regarded one of the greatest footballers of all time. However, it is about something that economists say may be as rare as Messi’s talent: Moderating Expansion with Sticky Supply-driven Inflation (MESSI).

Don’t get spooked!

Barron’s Big Money Poll is an exclusive survey of market sentiment among professional investors. Last week, Nicholas Jasinski reported on 2021’s findings:

The word “jouncy” may have started life as a combination of bouncy and jolting – and it’s a pretty good way to describe what happened to stock markets last week.

September strikes again…

If you look back over the last 20 years, September has been the worst-performing month for the Standard & Poor’s 500 Index, according to Nasdaq.