Jan 31, 2024

Mark Hebner, chief executive officer at Index Fund Advisors, says that the dominant action of the so-called Magnificent Seven stocks is nothing new, and that the market has long shown a propensity for companies to have oversized performance as their shares moved into the top 10 of an index, only to then regress toward...

Jan 30, 2024

Michael Kelly, global head of multi-asset at PineBridge Investments, says that the Federal Reserve seems to have pulled off the rare soft landing, and that portends good things ahead because previous soft landings -- in 1964, 1984 and 1994 -- the markets mostly rewarded investors who invested "as if it was late cycle,"...

Jan 29, 2024

Sheraz Mian, director of research at Zacks Investment Research -- which focuses on earnings results for much of its forecasting -- says that with about one quarter of companies having now reported earnings results for 2023, the numbers look like "more of the same, more of the good stuff." He doesn't expect growth to be...

Jan 26, 2024

Brian Allen, chief investment officer at CS McKee, says "The market has done a lot of the easing work to launch the easing campaign in 2024," meaning that the Federal Reserve will not feel much pressure to cut rates more than four times this year.  He says there's no pressure for more due to the bond market rallying...

Jan 25, 2024

Brett Ewing, chief market strategist at First Franklin Financial Services, says that while he expects large-cap stocks -- led by the Magnificent Seven names -- to have a positive year that could potentially see returns in the 8 to 9 percent range, the market has set up for smaller companies to really pay off. He says...