Jul 10, 2026

Zach Jonson, chief investment officer at Stack Financial Management, says the stock market is  building towards “one of the biggest or largest bear markets of our generation," but he says that decline will impact passive, broad-index investors the most. “We see a true long-term, 12- to 18-month, 45 to 50 downturn,...

Jul 9, 2026

Kristen VanGelder, co-chief investment officer at Evanston Capital — a firm that manages hedge funds built out of hedge funds — says that sophisticated money managers have very different sentiments about current market conditions than Main Street investors, noting that where average investors are showing lousy...

Jul 8, 2026

Matt Freund, co-chief investment officer at Calamos Investments, says a resilient economy is producing "shocking numbers for a mid-cycle economy," powering through problems in a way that puts the Federal Reserve on hold, avoiding interest rate hikes this year and returning to a bias towards cutting in 2027. Freund...

Jul 7, 2026

Meb Faber, chief executive and chief investment officer at Cambria Investments, says that large-cap domestic stocks have done so well that it has masked the rise of the rest of the investment ecosystem, but now that he expects recent good times to be balanced out by tougher stretches ahead for the Standard & Poor's...

Jul 6, 2026

Paul Gruenwald, chief economist at S&P Global Ratings, he expects that the Federal Reserve's next move on interest rates will be a cut, but says it won't happen until 2027, which he described as a one-year delay for the central bank to get back to more neutral levels. Gruenwald says it's a "hawkish hold," with the Fed...