Why Les Nanberg expects a recession before th...

Ben Cook, portfolio manager for the Hennessy Energy Transition Fund, says that the removal of Venezuelan president Nicholas Maduro "will do little to change the global balance for the supply of crude oil" and says the situation is unlikely to have much price impact. He worries mo ...  Show more

Rob Haworth, senior investment strategy director at U.S. Bank Asset Management, says that he expects the stock market to overcome the worries and concerns that could make for volatile times, en route to a fourth-straight year of double-digit gains in 2026. by the time the year is ...  Show more

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.

Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.

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Welcome to Thoughts on the Market. I'm ...

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins.

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In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ...  Show more