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by Erik Conley
Stock market outlook The bull market in US stocks appears to be intact. We expect corporate earnings to turn positive as economic growth slowly improves and the twin headwinds of energy sector losses ...
by Erik Conley
Capital markets everywhere continue to struggle with growth-killing headwinds. You know, the usual suspects — China, commodities, energy, junk bonds — all showing persistent weakness. Negative interest rates on government bonds in some ...
by Erik Conley
Several markets across the globe are officially in bear market territory. The U.S. market is not one of them. It’s still in a correction, down about 12% from the all-time high of 2,130 ...
by Erik Conley
In a recent Barron’s article, Ben Levisohn pointed out something that I’ve been saying for quite some time: when bear markets occur without a recession, they tend to be shorter and shallower. This ...
by Erik Conley
The stock market was essentially flat for the month of November, and it’s up just 1% on a year-to-date basis. Not even close to the consensus gain of 10% that was called for ...
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