John Blank, the Chief Equity Strategist at Zacks Investment Research, takes a look at current market, economic, and industry trends going on around the world.
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4 Indicators to Keep on Top of Recession Worry
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A Wall of Worry --About This Topic-- is Always a Factor.
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2024 Was Good to Stocks. What Happens Next?
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3 Quarterly Steps to a Better Investing Mind
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Be disciplined and clean our your mental attic, each quarter.
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No surprises here: Profits, Earnings, and Revenue Growth.
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Look into the conglomerates sector, to find one.
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After the FOMC cut 50 bps, here is what to expect.
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What Role Will Macro Data Play, Before the U.S. Election?
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In other words, can U.S. macro data trump any U.S election uncertainty?
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Can U.S. Stocks Rally After Chair Powell Speaks?
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11:07
Less uncertainty is usually a benefit.
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Will the Fed Cut Rates and Make Stock Owners Happy?
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Or is the event of a SEP rate cut 'all priced in'?
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Can this “AI” Cap-ex boom keep driving ahead?
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Likely, it takes several months of macro data to answer that question.
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Can Tech & Mega-Caps Take Stocks Even Higher?
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This is perhaps the biggest worry, now.
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Memorial Day 2024: How is the U.S. Consumer Doing?
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It is time, for a health check, on the all-important U.S. consumer.
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Rate cuts in Europe and Latin America, not the USA, get me thinking.
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Making a Connection Between Private Net Worth and Public Debt Issuance.
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A Big U.S. Election Approaches. Consequences from This Will Produce Heated Debates.
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Can Tesla's Earnings Struggle Take Down the "Mag 7"?
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The Electric Vehicle Downcycle May Have Broader Consequences.
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Bond and stock traders fell in line -- with Fed consensus. For now.
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Can We See More Upside, With This Stock Market Rally?
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Oftentimes, strong momentum trading leads to more momentum.
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Here’s an Updated “Bull-Bear” Debate on the U.S. Economy
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There’s always two sides to every argument. But one may be stronger.
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Can This U.S. “AI” Boom Override Geopolitics?
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An Aggressive Posture on Asset Allocation Can Remain Attractive.
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“Don’t Fight the Fed” may be too dominant a theme, now.
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What are the Major Stock Market Risks for 2024?
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After Davos is over, let’s prognosticate from the cheap seats.
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Worriers are still out there. Is there any fresh evidence to support them?
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Can the Magnificent Seven Carry Stocks Even Higher?
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Or do we need to see broader share participation?
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The recession bears will never go away. The bulls can take advantage of that.
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That is a worthy topic, isn't it?
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The FOMC meeting is done. Let’s discuss the latest macro facts.
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A lull is here. Is this a buyable dip?
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Will the FOMC Tighten, Given Good CPI Data?
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Will their shift in rates spark too much turbulence in Financials?
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Can the S&P500 Keep Trucking, Led by 7 Tech Monsters?
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The S&P500 forward 12M P/E multiple is at a high 18.9.
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One source for those answers: Chief Investment Officers (CIOs)
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Summer rolls along. It is likely seasonal activity helps.
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The regional bank crisis remains a key FOMC focus.
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Can Info Tech Stocks Carry the S&P500 Even Higher?
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Sector breadth is not there, right now.
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How did the U.S. and Global Economy fare in Q1?
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10:22
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Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.
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Shorts have been pounding away. Where to from here?
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And a few more macroeconomic thoughts, along with that.
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Will Another Shoe Drop on the Regional Banks?
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The U.S. monetary and bank regulatory system has plans, if it does.
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How Will the U.S. Economy Hold Up This Year?
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It's always time for a ‘recession’ update.
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What keeps this stock market range-trading
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It's time for the latest perspective, coming from the data.
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The latest research focuses on retirees
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What Lies Ahead for the U.S. and Global Economies?
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A New Year approaches, with worry abundant
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This year, the S&P500 at 4,000 is tough resistance.
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The current U.S. housing market isn't a one-size-fits-all situation.
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They usually do. Markets don't like political uncertainty.
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What CPI index groups should you consult?
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2023 is the forward look now
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What role they play, now, in the tale of the tape
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How to see the big macro insights
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