Falling Inflation Should Fuel More Upside in Stocks
Our proprietary indicators tell us inflation should fall even more in the months ahead. And fading cost growth means the Federal Reserve will soon be able to stop raising interest rates.
Topic
Wealth Signals
A collection of 22 issues
A Fresh Dose of Cash Is About to Hit the Stock Market
CNBC is hyping impending economic doom. All the negativity has caused everyday investors to seek the safety of money-market funds, pushing those assets to a new record. When all that cash starts chasing stock market returns, the S&P 500 is going to see an even bigger rally.
Why Spooked European Investors Will Pile Into U.S. Stocks
Business sentiment in Germany has worsened considerably. Inflation is weighing on demand. Weakness in the manufacturing sector is now spilling over to the services sector. The erosion in German economic confidence points to bigger problems for Europe.
A Big Opportunity in an Overlooked Discount Retailer
Money managers are seeing technology stocks shoot higher on bets that Artificial Intelligence (AI) is going to change the landscape for every business. They must find the money to invest through the sale of other assets, creating a value opportunity in the discount retail sector.
How Not to Lose Everything
Put your emotions in check before you start investing. That way, you’ll hang onto more of your hard-earned money – and have plenty to invest in growing your wealth through future opportunities.
Prepare for A Bond-Market Rally
Speculators are betting heavily against the price of 10-year U.S. Treasuries. It's the second-largest short position since the CFTC began keeping records in 1992. History tells us this type of extreme positioning means bond prices are headed higher...
This Internet Infrastructure Giant Is Flashing A “Buy” Signal
Last year’s sell-off in technology stocks crushed the shares of internet-infrastructure giant Amazon. But a recent momentum shift in the share price signals big gains may lie ahead.
Here’s Why Inflation Will Keep on Slowing
Our leading indicator of inflation growth tells us the Consumer Price Index is headed even lower when the May data is released. That should support the outlook for stocks...
The One Industry with a Hidden “Rate Hike Upside”
The large amount of refinancing and purchase activity that took place during the COVID boom means existing homeowners are unlikely to add supply to the market. Interest rate hikes slowed down one part of the housing market, but they’re creating a tailwind for another…
Our New “Rate Cut” Signal Is A Positive for Tech Stocks
The real federal funds rate (interest rates minus CPI) recently turned positive. It should expand more by year’s end. That has historically preceded big rallies in technology stocks.