Markets & Economy
Recently featured market and economic analysis articles, selected by our financial news editors
A ‘regime change’ for the markets
- By Jacob Sonenshine,
- Barron's
- - 12/08/2020
Value stocks and small caps have outpaced the S&P 500 in recent months, and some market watchers say that's just a preview of the big shift in store for investors.
How the economic recovery can continue
- Fidelity Viewpoints
- - 11/24/2020
U.S. growth continues to rebound, but momentum has slowed Covid cases increase across the nation. Continued fiscal stimulus may be key to sustainability.
The Fed may have good news to consider
- By Nick Timiraos,
- The Wall Street Journal
- - 12/13/2020
The Federal Reserve holds its last policy meeting of the year this week. Positive news on Covid-19 vaccines might give central bankers reason for a little optimism in 2021.
A 'supercharged' economy next year
- Bloomberg
- - 12/01/2020
Tim Duy, professor of practice at the University of Oregon, says there are very good reasons to believe that the economy will be able to recover next year.
What bonds are saying about inflation
- By Alexandra Scaggs,
- Barron's
- - 12/03/2020
The fixed-income markets point to higher inflation expectations. But some bond strategists say a rebound is not a great cause for concern. Here’s why.
Economy
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Thanks to cheap valuations, relative strength and an improving economic outlook, financial and energy shares may be in a good spot for investors.
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These trends may shape the markets in Q2
Government policy could accelerate economic growth in the second quarter, leading to higher inflation. Here are the sectors that could hold up well in this environment. -
Why the market may have room to run
Profit growth is an important measure of market support, and with companies posting better-than-expected quarterly results, stocks could continue to climb higher. -
A few sectors to keep an eye on
As inflation and growth pick up, Mike Wilson, chief U.S. equity strategist at Morgan Stanley, says investors should look at bank, material and industrial stocks.
Bonds & Commodities
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Brian Jacobsen of Wells Fargo Asset Management says he remains ‘risk on’ and prefers equities over fixed income and within stocks, those based on a reopening trade.
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21 ways to invest for a possible bubble
Stocks’ lofty valuations have many investors asking: Are we in a bubble, and is it about to pop? Here are a number of strategies that could help you manage the current market. -
This slice of the muni market is growing
Tax-exempt municipal bonds have long been attractive to many investors, but what about their taxable counterparts? They may have their merits as well. Here’s why. -
Why bonds may deliver next year
The Fed has a message for the markets: Expect more of the same. That was good for bonds in 2020, and it may bode well for more positive returns in the coming year.
Technology
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Searching for opportunities in lithium shares
Demand for electric vehicles is growing, and most of them run on lithium-ion batteries. These five stocks could help you get a toehold in the sector that supplies EV power. -
This could be the next focus for investors
After a strong quarterly showing from banks, the next section of the market that will likely be in focus is growth stocks, with some of tech’s biggest names reporting results this week. -
Top technology investing articles of the week
This weekly interactive guide to our most popular technology investing stories is designed to help you make smarter investment decisions.
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