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.
In June 2025, Can You See A Cyclical Move in the Jobs Markets?
Some Macro Effects Are Visible. Already. More Should Arrive. Soon.
Where is this critical sector going in 2025 and 2026?
Or --are there fresh market events-- for the market to struggle with?
Indeed, the Fed's “dual mandate” remains in play.
We discuss trade wars, versus traditional trade policy
Will it show big DOGE Federal job cuts?
Here are a few concerns investors should (validly) have.
Positive January S&P500 returns say YES.
Can Stock Traders Expect Rate Cuts This Year?
The February 1st Deadline for Tariffs is in Place. What to Expect?
A Wall of Worry --About This Topic-- is Always a Factor.
2024 Was Good to Stocks. What Happens Next?
Be disciplined and clean our your mental attic, each quarter.
No surprises here: Profits, Earnings, and Revenue Growth.
Look into the conglomerates sector, to find one.
After the FOMC cut 50 bps, here is what to expect.
In other words, can U.S. macro data trump any U.S election uncertainty?
Less uncertainty is usually a benefit.
Or is the event of a SEP rate cut 'all priced in'?
Can this “AI” Cap-ex boom keep driving ahead?
Likely, it takes several months of macro data to answer that question.
This is perhaps the biggest worry, now.
It is time, for a health check, on the all-important U.S. consumer.
Rate cuts in Europe and Latin America, not the USA, get me thinking.
A Big U.S. Election Approaches. Consequences from This Will Produce Heated Debates.
The Electric Vehicle Downcycle May Have Broader Consequences.
Bond and stock traders fell in line -- with Fed consensus. For now.
Oftentimes, strong momentum trading leads to more momentum.
There's always two sides to every argument. But one may be stronger.
An Aggressive Posture on Asset Allocation Can Remain Attractive.
“Don't Fight the Fed” may be too dominant a theme, now.
After Davos is over, let's prognosticate from the cheap seats.
Worriers are still out there. Is there any fresh evidence to support them?
Or do we need to see broader share participation?
The recession bears will never go away. The bulls can take advantage of that.
That is a worthy topic, isn't it?
The FOMC meeting is done. Let's discuss the latest macro facts.
Will their shift in rates spark too much turbulence in Financials?
The S&P500 forward 12M P/E multiple is at a high 18.9.
One source for those answers: Chief Investment Officers (CIOs)
Summer rolls along. It is likely seasonal activity helps.
The regional bank crisis remains a key FOMC focus.
Sector breadth is not there, right now.
Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.
Shorts have been pounding away. Where to from here?
And a few more macroeconomic thoughts, along with that.
The U.S. monetary and bank regulatory system has plans, if it does.
It's always time for a ‘recession' update.
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