Top-of-mind headlines as we start the week: — S&P 500 earnings for 3rd quarter 2021 are expected to be +29.4% higher vs. same quarter last year, with the energy and
Top-of-mind economic headlines as we start the week: — August existing home sales fell 2% from July (1st drop in 14 months) and are down 1.5% from Aug. 2020, in si
Top-of-mind headlines as we start the week: — US consumer prices were up 5.3% in August vs. year-ago and 0.3% vs. June, mostly due to food and energy costs. — The
Economic headlines that are top-of-mind as we start the week: — US average hourly wages were up 4.3% in Aug. from year ago (+10.3% in leisure and hospitality), as worker
As money has poured into sustainable investing funds, so has “greenwashing,” which in our industry means labeling investments as “sustainable” “ESG” or “green”
Headlines discussed at LNWM’s Monday morning briefing: — The US economy added only 235,000 new jobs in Aug. (vs. nearly 1 million in both June and July), as latest
We’re doing something quite simple to reduce risk after the market’s fast and furious rise. By David Baker, Senior Director, Investment Research.
Given strong equity performance so far in 2021 and over the last few years, equity allocations in many portfolios are above long-term targets. On a client-by-client basis, we
Headlines discussed at LNWM’s Monday morning briefing: — By year-end, the Federal Reserve plans to start cutting back on its massive bond buying ($120 billion a mo
