Lance Roberts's Comment & Analysis
A complete archive of Lance Roberts's articles, including current analysis & comment - Page 28
In October, the markets were down 10% from the July high, bond yields were touching 5%, and talk of a coming recession was rampant. What happened?Interestingly, a Wall Street axiom says, “Sell...
The “American Dream” is dead.It would certainly seem to be the case if you believe surveys like Gallup that showed nearly 50% of the younger generation favor socialism over capitalism. To...
It’s that time of the year when Wall Street polishes up its crystal balls and pin targets on the S&P 500 for the upcoming year. As is often the case, while Wall Street is always optimistic,...
I previously discussed a slate of recessionary indicators with high correlations to recessionary onsets. However, as we head into 2024, many Wall Street economists predict a “soft landing”...
Is a stock market correction coming before the Santa Claus rally at the end of the year?It is a fascinating turn in sentiment, given that investors were convinced of the bear market’s return...
As I wrote this blog, the S&P 500 index is up roughly 17% year-to-date. Most likely, your portfolio isn’t. This is a common frustration among many investors in the market this year in...
Democrats should start worrying about the level of debt and the increasing deficit. I previously discussed this issue when President Obama held the White House, when Marshall Auerback, via the Nation,...
The Chicago Fed National Activity Index (CFNAI) is arguably one of the most important and overlooked economic indicators. Each month, economists, the media, and investors pour over various mainstream...
Is the bond bear market finally over? That is the question everyone is asking now that bond prices rallied sharply following the November FOMC policy meeting. As noted earlier:
“On Wednesday,...
How does a recession happen?
“Slowly and then all at once.”
Economists are increasingly confident the economy will avoid a recession. Such is due to strong job and retail sales data. Even...