Market Intelligence

If you’re like us, the best thing about the midterm elections being over is the expectation that the political television ads and spam phone calls will cease to exist… at least until the 2020 Presidential election kicks off in 12 months. This midterm season went largely...

By Anthony Davidow, vice president, alternative beta and asset allocation strategist, Schwab Center for Financial Research (emphasis by Madison) Since the beginning of the bull market in 2009, U.S. stocks have outperformed international stocks, causing some investors to question the merits of global asset allocation. They wonder whether the...

Richard Bernstein, Chief Executive and Chief Investment Officer of Richard Bernstein Advisors recently published an article titled, “Ignore the Tweet, Invest for the Meat”, where he laid out the case for investing for the long-term while filtering out the short-term noise/news cycle. Below are excerpts...

Economists believe the Great Recession ended in 2009, and since that time, millions of Americans are back to work. Economists and Fed policy makers agree that the economy is closer than ever to full employment in this economic cycle. Full employment doesn't necessarily mean that every...

The United States by far has the single largest consumer market of any country worldwide, representing over 26% of the entire global consumer market. U.S. consumers spent over $12.5 trillion in 2017, nearly three times as much as the second largest consumer market, China. China’s...