NEWS & INSIGHTS

July 15, 2024

KEY THEMES FOR STOCKS IN THE SECOND HALF OF 2024

Jeffrey Buchbinder, CFA, Chief Equity Strategist

Outlook 2024: A Turning Point, released in December 2023, featured our perspective on how stocks might respond to turning points in inflation and monetary policy. That response was quite positive as we now know, as easing inflation, anticipation of Federal Reserve (Fed) rate cuts, increasing chances of a soft landing for the U.S. economy, and artificial intelligence (AI) excitement combined to send stocks up double-digits over the first six months of 2024. Now past the halfway mark, a lot of good news is priced in, valuations are elevated, and monetary policy may not offer much opportunity for upside. If stocks are going to add to first half gains in the second half, earnings must play a key role.

July 15, 2024

KEY THEMES FOR STOCKS IN THE SECOND HALF OF 2024

DOUBLE-DIGIT EARNINGS GROWTH ON TAP

July 1, 2024

ARTIFICIAL INTELLIGENCE: THE ANTIDOTE TO FED POLICY

June 24, 2024

KEEP CALM AND CLIP BOND COUPONS

June 17, 2024

INDIA AT THE CROSSROADS

June10, 2024

ADJUSTING THE SECTOR SAILS

June 3, 2024

EARNINGS ARE DOING THEIR PART

May 28, 2024

HOW’S IT GOING? DEPENDS ON WHO YOU ASK

May 20, 2024

PREFERRED SECURITIES: STILL OUR PREFERRED NON-CORE BOND SECTOR

May 13, 2024

SELL IN MAY? MAYBE NOT

May 6, 2024

THAT WAS QUITE A WEEK

April 29, 2024

THE EVER-CHANGING MARKET NARRATIVE

April 22, 2024

REVISITING ENERGY

April 15, 2024

WHAT TO WATCH THIS EARNINGS SEASON

April 8, 2024

IPOs AS A MARKET TELL

April 1, 2024

NAVIGATING THE STRATEGIC INVESTING LANDSCAPE

March 25, 2024

A BUSY (AND PERHAPS HISTORIC) WEEK FOR CENTRAL BANKS

March 18, 2024

GOLD SHINES BRIGHTER THAN EVER

March 11, 2024

SUPER SIX DRIVES SOLID EARNINGS SEASON

March 4, 2024

BUYBACKS ARE BACK

February 26, 2024

TREASUIRES: WHO’S BUYING AND WHY IT MATTERS

February 20, 2024

OUTLOOK FOR U.S. ECONOMY CONTINUES TO BRIGHTEN

February 12, 2024

WILL THE JANUARY BAROMETER COME THROUGH?

February 5, 2024

IS TOO MUCH OPTIMISM PRICED IN?

January 29, 2024

WILL SHIPPING DISRUPTIONS ALTER FED PLANS

January 22, 2024

MAGNIFICENT SEVEN AND MARGINS ARE KEYS TO Q4 EARNINGS SEASON

January 16, 2024

CHINA 2024 FACES DEMANDING CHALLANGES

January 8, 2024

LEASONS LEARNED IN 2023

January 2, 2024

KEY EQUITY THEMES FOR 2024

December 18, 2023

DISCORD IN THE OPEC+ OIL PATCH

December 11, 2023

MARKET OPPORTUNITIES AMID AN ECONOMIC ROTATION

December 4, 2023

ANATOMY OF A MARKET RALLY

November 20, 2023

IS THE STOCK MARKET CORRECTION OVER?

November 13, 2023

CAN MUNI INVESTORS CATCH A BREAK? WE THINK SO

November 6, 2023

CAN SOMETHING GOOD COME FROM A CRISIS

October 23, 2023

EARNINGS HOPE TO KEEP THIS ONE-YEAR-OLD BULL MARKET GOING

October 16, 2023

HIGHER FOR LONGER – UPDATING OUR TREASURY FORECAST

October 9, 2023

PROSPECTS FOR A FOURTH QUARTER RALLY

October 3, 2023

IS INDIA THE NEW CHINA?

September 15, 2023

BUY JAPAN, HOLD U.S., SELL EUROPE

HOW THIS U.S. DEBT DOWNGRADE IS
DIFFERENT FROM 2011