Investors parse the meaning of transitory going into December
Hopes that the impact of Covid’s Omicron variant will prove transitory, concern that it will not, and fears that inflation is here to stay...
Inflation
Earnings and inflation both roar in early November
From a fund flow perspective, the week ending Nov. 10 saw groups and themes that have fared well for most of 2021 continue to attract fresh money....
Investors feel the heat in early November
The twin specters of inflation and the planet running hotter occupied investors going into November as the UN climate summit, COP26, got underway...
Earnings growth wrestles inflation for control of market narrative
Rising prices and higher-than-expected earnings shaped investor sentiment during the third week of October. Most of the companies reporting their...
Dealing with inflated expectations
Expectations for economic growth, US job creation and the transitory nature of inflation all took a knock during the second week of October as...
Caution reigns in early October
The first week of October saw US lawmakers sparring over the country’s debt ceiling, authorities in China scrambling to limit the wider damage...