Put aside misperceptions about the economy. Opportunities are emerging in both stocks and bonds, as the macroeconomic outlook turns positive. Read More

If HanesBrands surprises Wall Street next week, we might just end up doubling our money on this trade again. Read More

Don’t let strife in the Middle East drive you away from stocks. History shows when military conflict dissipates, the markets bounce back. Read More

Stocks remain under pressure from rising yields and dysfunction in Congress. But these headwinds are likely to be short-term. Read More

Stocks have been on a tear, as economic data point to an economic “sweet spot” of growth that’s not fast enough to fuel inflation. Read More

The U.S. mega-banks are expected to post weak Q1 operating results and grim outlooks for the rest of 2023. Equities hang in the balance. Read More

It's Wall Street's dirty secret: the crystal ball gazers who make long-term forecasts have a terrible track record. Read More

The banking crisis isn't sufficiently systemic to cause a global financial meltdown. But odds of a recession have increased. Read More

The combination of banking sector turmoil and cooling inflation suggests that the Federal Reserve might (just might) go easy next week. Read More

Bank failures are roiling the markets, but they’re not on the magnitude of a “black swan.” Here’s how cool-headed investors should respond. Read More