Julius de Kempenaer, senior technical analyst at StockCharts, says that money is rotating out of technology and "into pretty much every other sector," which means that participation in the current bull run is broadening out. Still, he says, there is a question of whether the upswing can continue if tech isn't participating. As a result, deKempenaer…

Andrew Krei, co-chief investment officer of Crescent Grove Advisors, says that at some point next year we could see inflation tick back up, which could lead to market struggles, but right now barring "geopolitical mayhem," he sees the market as continuing to climb, and he notes that investors should be pressing their bets with equities rather than …

Ryan Myers, portfolio manager at Causeway Capital Management -- manager of the Causeway International Small Cap fund -- says that current valuations "are on par with some historical extremes where small caps go on to outperform fairly significantly." He likes opportunities in Japan, particularly after market troubles there earlier in August made va…

Jeff Weniger, head of equity strategy at WisdomTree Asset Management, says that while rate cuts tend to be good for the market, there is an unusual circumstance now where the cuts upend the Japanese yen carry trade. That created the market's short-lived August drawdown, but that circumstance could resurface; while the market has moved past that pro…

Steve Rick, chief economist at TruStage, expects a unique occurrence in Federal Reserve actions between now and election date, with inflation dropping down to its target rate of 2 percent while the labor market reaches equilibrium, with the unemployment rate hitting 4.5 percent. Rick says that good news -- which will be accompanied by rate cuts fro…

Craig Johnson, senior research analyst at Piper Sandler, says that he expects the economy to avoid a hard landing, and notes that some indicators would suggest that the economy is already in recession which means it will be over by late spring 2025, which should allow the earnings to start to pick up and fuel more growth next year. Johnson notes, f…

Tim Crawmer, chief global credit strategist at Payden & Rygel, says that the rise in the unemployment has not been driven by layoffs but rather by more people looking for work, which is a positive sign for the economy. Coupled with other good looks -- like the continued strength of the consumer pushing robust GDP expectations -- it should convince …

Elliot Rosenberg, founder of Hack My Honeymoon, talks about strategies consumers can take to use miles, points and more to get free trips, accommodations and more, and while the savings is real, some of the advice -- involving opening multiple credit-card accounts to capture bonuses -- is not standard for consumers. Marci Stewart, director of clien…

Michael Kelly, global head of multi-asset at PineBridge Investments, says that the stock market had priced in a soft landing before the recent, temporary spike in volatility, but that action made investors realize that the potential for a hard landing is on the rise, even with Federal Reserve rate cuts on the way. Either way, Kelly says the long-te…

Rob Haworth, senior investment strategist at U.S. Bank Asset Management, says the economic data has lined up so that the economy "can cruise through this soft landing, and not land." In the Big Interview, Haworth says that recessions have been held off for longer than expected up to now, but while he could see heightened volatility for the market f…

Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in greater financing of deficits, but he notes that a divided government, …

Ted Rossman, senior industry analyst at Bankrate.com, digs into the site's latest credit-card debt survey, which says that half of American credit cardholders are now carrying debt month-to-month, up six percentage points from the start of the year and the higher level since the beginning of the pandemic in 2020. 50% carry debt month to month. This…

Tim Hayes, chief global investment strategist at Ned Davis Research, says the Federal Reserve has gotten inflation under control and is ready to start cutting, which will create an environment that favors stocks. That should make last week's sudden spike in volatility and nervousness a blip, likely forgotten quickly. Hayes talks about how the shift…

Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, says that the economic fundamentals haven't changed despite recent headlines and heightened market volatility, but she says the time has come for the Federal Reserve to acknowledge that the economy has slowed but that inflation will remain above the 2 percent target for a w…

Aaron Dunn, co-head of the value equity team at Morgan Stanley Investment Management, says that growth stocks are unlikely to beat value in a higher inflationary environment with higher rates, creating a nice tailwind for value, particularly because he expects inflation and high interest rates to remain sticky. He expects a synchronized rate-easing…

Kathy Bostjancic, chief economist at Nationwide, says that despite the recent fears over economic numbers that sent the stock market scrambling last year, the economy is now set up for "a softer soft landing," especially if the federal Reserve cuts rates by at least 0.75 percent by the end of the year. Phillip Carlsson-Szlezak, global chief economi…

Andrew Foster, chief investment officer at Seafarer Capital Partners, is seeing a recovery in earnings and fundamentals in emerging markets, and that means that current events are creating froth and noise but that emerging markets should deliver over the intermediate to long-term. Foster says that investors looking to make quick trades will get bur…