The rebound in equities suggests that investors have shrugged off tariffs, and it is as if the Middle East conflict never really happened. … READ MORE >
Market minute
Market Minute: Supply shocks and inflation expectations
The escalation of hostilities in the Middle East over the weekend could very well be the next step in a broader global supply shock. … READ MORE >
Market Minute: Central banks not immune to rising gas futures
Between May 30 and June 17, gas futures increased by 10.2% in the United States and by 16% in Europe. … READ MORE >
Market Minute: Are stocks in Alfred E. Neuman territory?
After months of wild swings, the S&P 500 index is back near its record high. But there are warning signs. … READ MORE >
Market Minute: Investment in an age of uncertainty
Investors should prepare for an extended period of dollar weakness, inflation and higher interest rates. … READ MORE >
The Market Minute from Joe Brusuelas, now available in your in-box
RSM Chief Economist Joe Brusuelas, In his daily Market Minute, offers a forward-looking analysis of the issues affecting businesses, markets and the economy … READ MORE >
Market Minute: Financial conditions a modest drag on growth
We expect the cost of credit for businesses to be pressured higher as the risk of a slowdown increases. … READ MORE >
Market Minute: Something’s got to give in financial markets
Now, as the impact of tariffs begins to hit consumers, it would not be surprising if investors push yields higher and the dollar lower. … READ MORE >
Market Minute: CPI will start to reflect tariffs, especially in used autos
The April consumer price index will provide insight in the early days of the current trade conflict when it is released Wednesday as signs of rising prices for apparel, autos, shoes and toys will begin to appear. … READ MORE >
Market Minute: Part-time employment boosted jobs numbers, but it won’t last
The rise in transportation and warehousing employment in April can be attributed to businesses front-running the tariffs. … READ MORE >