Macro

The economy, the Fed and interest rates, and what they mean for your money.

Economy

History says one of the strongest bull markets ever could be just getting started

History says one of the strongest bull markets ever could be just getting started

The S&P 500 is up 118% as it enters its fifth year.

Phil Rosen

Economy

3 charts explain the bullish seasonality behind midterm elections

3 charts explain the bullish seasonality behind midterm elections

The post-midterm election year is historically the strongest of the four-year cycle.

Phil Rosen

Economy

Why stock market bulls should love midterm election years

Why stock market bulls should love midterm election years

Historical and seasonal trends point to strong momentum into 2027.

Phil Rosen

Economy

Investors are winning like never before while consumers feel awful

Investors are winning like never before while consumers feel awful

Wall Street and Main Street are breaking different records.

Phil Rosen

Fed & Rates

Why stocks are ignoring bond yields surging to 19-year highs

Why stocks are ignoring bond yields surging to 19-year highs

Morgan Stanley's view of the historic bond market shifts.

Phil Rosen

Economy

+1

Investors have gotten used to climbing the wall of worry with bond yields and oil

Investors have gotten used to climbing the wall of worry with bond yields and oil

The 10-year Treasury yield just hit its highest level since right before the Financial Crisis.

Phil Rosen

Fed & Rates

History says investors should not fear Fed rate hikes or record highs

History says investors should not fear Fed rate hikes or record highs

The S&P 500 has a stronger track record than most assume.

Phil Rosen