Why Stocks are Outperforming the Economy

Forecasting the economy right now feels a bit like trying to carve a path through thick jungle undergrowth on a foggy day. There are multiple layers of confusion and a forecast has to address these issues first before tracing out a possible path forward. 

On Wednesday, the Fed will hold its last FOMC meeting of the year. Their actions and communications could move interest rates across the yield curve and so are important for investors. 

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.

The U.S. central bank reduced its overnight borrowing rate by a quarter point to a target range of 4.25% to 4.5%, as expected. However, new quarterly forecasts showed several officials penciled in fewer rate cuts for next year than they estimated just a few months ago, and saw in ...  Show more

Midweek Market Recap and NVIDIA Earnings Breakdown - August 28, 2023

In this episode of Dividend Cafe, Brian Szytel discusses the performance of the stock market on a relatively uneventful day, with the Dow dropping 159 points, the S&P 500 down by 0.6%, and the NASD ...

Stocks bouncing back Friday after a very volatile week. The S&P posting its worst week since September as a weak jobs report, Fed comments, and more tariff headlines rock markets. So will the volatility continue? And A take on Tech, as Meta erases nearly all of its record rall ...