Edward Yardeni: Rolling recessions, yes, but ...

Brian Levitt, global market strategist at Invesco, says he is watching but not worried about geopolitics, the interest rate environment and more because the current business cycle is strong enough to continue through the year. Levitt entered the year with a mindset of rebalancing ...  Show more

Talley Leger, chief market strategist at The Wealth Consulting Group, says the market is facing seven different headwinds, but that it has 10 tailwinds, all blowing to overcome potential troubles to where he expects the Standard & Poor's 500 to reach 8,500 this year. That would m ...  Show more

Worker productivity has been on the downswing for the better part of the last decade and a half, a new report from the McKinsey Global Institute finds. The good news for the economy, according to McKinsey Director Olivia White, is that there are ways that trend can be reversed. W ...  Show more

In the latest episode of Onward, Ben and Cardiff work through one of the most confounding questions currently poised for the economy: What do we make of two seemingly contradictory data sets, where one is telling us that the economy is generally healthy, while the other says we r ...  Show more

 The US economy is at risk of tipping into recession in the second half of this year, putting pressure on corporate debt markets, says Chris Alwine, global head of credit at Vanguard. “What would precipitate that shallow recession is that corporations are just not hiring, with a ...  Show more

This year is validating our call for a shorter but hotter economic cycle. As the indicators begin to point to a late-cycle environment, here’s how investors can navigate the change.

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