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6 minute read
7 minute read
The market is standing tall at the end of Q2, but it's hard not to have a few worries.
5 minute read
The presidential debate may be the only one in the election cycle.
We bulls expect the rally to finally broaden … but not just yet.
3 minute read
The market for GLP-1 drugs is vast because it's not just weight they alleviate.
4 minute read
After years of negative sentiment, the outlook for Chinese equities finally appears to be improving.
Filling up at the pump matters to voters.
Despite dovish inflation data, Fed issues hawkish dots.
The small-cap opportunity investors have been waiting for may be at hand.
1 minute read
Without a majority, Prime Minister Modi must assemble a coalition.
Can you guess the common threads in each of these four recent news categories?
8 minute read
Nonfarm payroll strength belies weakness in other areas.
It’s all about the data.
Fed likely to take the summer off.
If so, which decade are we reliving?
The economy is sending confusing messages, but the market keeps lurching ahead due to FOMO.
Baby bust fuels need for immigration and Social Security reform.
Global Market Snapshot
Staying overweight stocks and small caps, even as election looms.
Next year looks far away from here.
Stocks soar as CPI eases despite declining retail sales and confidence.
The U.S. Treasury’s plan to buy back some of its securities should have many benefits.
It depends on whom you ask.
Other inflation metrics remain sticky and persistent.
2 minute read
If so, they—and investors—stand to benefit.
The Fed may be dovish just by not being hawkish.
Does today’s soft jobs report successfully change the Fed's narrative?
Cooling GDP and accelerating inflation problematic for the Fed.
Inflation, politics and the market's dyspepsia have investors on edge.
Dividend-oriented stock investing is poised for a resurgence.
With yields rising and P/Es contracting, we need good first-quarter earnings.
Geopolitics, seasonality, interest rates and stubborn inflation have all come calling.
Re-accelerating inflation and strong labor market delay Fed cuts.
I know you're waiting for that correction.
Much stronger-than-expected jobs report keeps Fed rate cuts on hold.
A healthy labor market coupled with productivity growth could be just the thing.
With solid growth, sticky inflation and surging stocks, the Fed is in no hurry to cut rates.
Holding to overweight stocks call despite consensus moving our way as "Goldilocks Plus" drives market higher
The central bank hasn't cut and yet the market cheers.
Is the equity market rally inconsistent with Fed policy?
Signs of resurgent inflation may be gradually countered by a change in the labor market.
Biden left more questions than answers about his economic policies in his SOTU address.
Can an effervescent market lead to durable gains?
Strong headline gains but weak data underneath.
2 minute watch
The Fed is in no rush to cut rates.
The GRANOLAS group of stocks are Europe’s equivalent of the Mag 7.
2024 could be a great year if we navigate it right.
1 minute watch
The end of rolling recessions bodes well for risk assets.
What's even better than a Goldilocks market?
Strong wage growth keeps Fed cuts off the bases.
9 minute read
Remaining “Long and Strong” as earnings season and economic data vindicates optimists.
Inflation data reminded us this week that we're not out of the woods yet.
Dismal retail sales in January cap a weak holiday spending season.
Will China replicate the success of Japanese and Korean automakers?
Less fixated on the Fed, the market now focuses on the economy's resilience.
Stocks strong start portends a volatile but positive year.
In an economy like this, the Fed is in no hurry
Strong headline gains but a mixed picture beneath the surface.
After a bumpy 2023, small-cap U.S. stocks are in a good place.
Should keep the Fed on the sidelines in March.
The market continues to move higher, but more breadth would be welcome.
Secular bull market reconfirmed; long-term prospects rising.
27 minute listen
2024 outlook: Part 2.
35 minute listen
2024 outlook: Part 1.
There's plenty of data to cause concern but, for now, even more to prompt a smile.
60 minute watch
The presidential election, geopolitical risks and Fed moves are things to watch in 2024.
Labor market and consumer spending firm, while inflation rises.
Sticky inflation remains a concern, but maybe the path forward is muddling through.
Zero for two out of the gate.
Strong job gains and rising wages keep Fed rate cuts on hold.
The consumer and corporate profits will decide whether the January effect has weight or not.
The Santa Claus Rally advanced most of our 2024 market call into 2023, but there’s plenty of room left for stock pickers as the market rally broadens.
Three things to watch in 2024.
3 minute watch
Consumer spending may be value based in 2024.
Experiences are trumping big-ticket items this holiday season.
Inflation grinds lower, the Fed throws in the towel and holiday spending slows.
European equities are priced for pessimism; U.S. equities are not.
Fed rate cuts not coming anytime soon.
But investors aren't going to let you spoil this rally. Next year? We'll see.
Investors must consider timing when evaluating opportunities abroad.
The Fed is seeing the results it hoped for.
As the economy slows across the board, the Fed is done hiking rates.
Market momentum & fundamentals are keeping the rally going.
12 minute read
Expecting market to broaden out as we advance to 5,000 on the S&P.
The 2024 presidential election could trigger an end-of-year rally.
Thanksgiving brings increased travel, falling prices and rallying financial markets.
The economy and markets can't take on much more debt without getting sick.
Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.
Markets are serving up rallies for the holidays.
These stocks are well positioned to thrive in a higher-for-longer environment.
Reasons to believe the equity rally has legs.
Financial markets rally on perceived Fed pause.
With earnings and economic news not as bad as feared, markets can grind higher into year-end.
Weak jobs report pushes Fed to sidelines.
Will the stock and bond rallies have staying power?
The Fed didn't hike. That doesn't mean it's done.
Will it keep the Fed in play?
Geopolitics are trumping the economy and earnings among investor worries.
Though it is also very dark in the middle of the night.
Dividends are working, even when out of favor.
Back-to-School sales were soft, but consumers are spending elsewhere.
A surprisingly strong economy could mean higher for longer, longer
After weathering the storm, the housing market is poised to boost growth despite Fed headwinds.
4 minute watch
Dividend performance follows a natural rotation.
Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.
It's not just the pilot who is confused as markets wrestle with yields.
As markets stumble forward into earnings, winners and losers likely to emerge.
Disruptions minor so far amid a global outlook that's a bit meh.
But overall labor-market picture is mixed.
International dividend payers have come through a lost decade.
The bond market used to be dull...
Equity markets have popped this year—but not for everyone.
Rates may be resetting higher but that doesn't mean stocks must suffer.
Wage inflation could keep the Fed engaged.
Investors may want to take a fresh look at the dividend investing space.
When global investors think Asia, they're increasingly thinking India.
Fed plans to keep interest rates higher for longer.
The Fed opts against raising rates, but doesn't rule out another hike this year.
At the end of the day, it'll be a gift for competitors.
With Growth a crowded and expensive trade, might Value offer better value?
School spending slows while inflation rises.
Moderating core inflation doesn't ease consumer concerns about everyday prices.
Maintaining cautiously optimistic stance as macro concerns fade.
Data point in different directions.
Lots of reasons to expect all-important spending to hold up.
Unloved sectors may be setting up nicely.
Softer job growth could prevent the Fed from hiking again.
Contrarian approaches may offer a missing piece to investor portfolios.
Let's hope so because massive and growing deficits are spooking markets.
Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.
The rapidly developing peninsular country has 3 factors going for it.
And has a lot of firepower left.
Buyable entry point emerging for stocks.
The conditions suppressing the IPO market since 2021 appear to be subsiding.
The evidence so far suggests not a lot.
40 minute listen
The past, present and future of dividend investing.
Electric vehicles face bumps in the road to reach their lofty goals.
For equity investors, peak pessimism presents potential opportunities.
Payroll growth slows, but wages stay hot.
Its potential, for good and for bad, is just starting to be appreciated.
Fed may remain vigilant.
Might this rally be due for some consolidation?
With the impact of its tightening still not apparent, the Fed opted for another modest rate hike.
Upgrading year-end S&P target to 5,000 as rocky landing scenario nears end.
The U.S. is likely already feeling the predicted “rocky landing.”
Recession odds have fallen.
Might a summer storm lie ahead for investors?
Waiting for the program to go bust isn’t an option.
It’s Christmas in July for equities. Will the Fed be a Scrooge?
Investors should watch corporate earnings.
Why we think Japan could finally outperform after three lost decades.
But strong enough for the Fed to hike yet again.
The consumer is between tough headwinds and promising tailwinds.
The first half was a consensus killer; will the second half be one too?
Higher-for-longer rates can be beneficial for dividend strategies.
Could energy buck conventional wisdom?
If it is, bubbles can last a long time.
Weakening confidence should give Fed the slowdown it wanted.
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