Sep 30, 2026
Kristian Kerr, head of macro strategy at LPL Financial, says that the market has shaken off the impact of higher oil prices, leading investors to a sense of complacency, where they think only a much higher spike in crude prices will upset the economy. He feels, however, that "the longer we are at these levels the harder...
Sep 29, 2026
John Kosar, chief market strategist at Asbury Research, says this is "one of the oddest markets" he's seen, with stocks nearly at record highs, two-decade highs in the yield of long-term Treasury bonds, a war, tariffs, oil priced at over $100 per barrel, and yet less stocks are making fresh highs and the Magnificent...
Sep 28, 2026
David Trainer, founder and president at New Constructs has been cautious about artificial-intelligence stocks for a long time, noting that few of them pass his firm's rigorous evaluation criteria to be "attractive" investments, but he now says that liquidity concerns for the big-name A.I. players have him convinced that...
Sep 25, 2026
Brian Levitt, chief global market strategist at Invesco, says investors are watching dual forces at play: a structural growth story in artificial intelligence and a cyclical upswing in the global economy. That has allowed the market to "absorb all of this," from higher oil prices and rising Treasury yields to the first...
Sep 24, 2026
Paula Pant, host of the Afford Anything podcast, says there are reasons why Americans feel like they can afford nothing these days, despite a stock market and economy that clearly are representing good times, noting that individuals are stuck in the contrast between rising asset values and stagnant income. "Your 401k...