Davis: I'm happier than I expected to be in May.

Davis: I'm happier than I expected to be in M...

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Water Tower's Severson: The economy sees $75 oil 'as the new $60'

Shawn Severson, chief executive officer and the head of market and thematic research at Water Tower Research, says that oil futures prices looking out into 2027 and reacting as if "$70 is the new $60," a sign that the market does not think any oil shock will be long-lasting. Mean ...  Show more

BlackRock's Laipply on the 'generational opportunity' in fixed income

Steve Laipply, global co-head of iShares Fixed Income ETFs for Blackrock, says that with fixed-income yields staying high and with evolving tools in new funds, investors have a generational opportunity to generate solid real returns and, more importantly, a solid income stream. B ...  Show more

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

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Close to a Buyable Bottom?
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