Markets & Economy

Market crashes cause fear in many, but others see opportunity. Conditions can quickly change, and that’s why it’s so important to garner as much knowledge as possible from experts who have proven themselves over numerous market cycles. You’ll gain an in-depth understanding of market forces, insights into the risks and opportunities most investors miss, and learn how to position your portfolio accordingly.

Articles on Markets & Economy

The yield curve is about to turn positive, and that could mean a widely followed recession indicator gave a false signal for most of the last two years. The yield curve is a plot of the yields on Treasury debt of different durations. A normal yield curve is positively sloped, explains Bob Carlson, editor of Retirement Watch.
The USD/CAD faces a big test this week. Not only do we have significantly important data from the US, but there’s also a rate decision across the northern border in Canada, states Fawad Razaqzada, technical analyst at Trading Candles.
Pending home sales are awaiting a lower-rate pick-me-up. Not yet really capturing the timeframe where mortgage rates fell the most (that happened in August), July pending home sales were soft, dropping by 5.5% month-over-month versus the estimate of up 0.2%. They are down 4.6% year-over-year, observes Peter Boockvar, editor of The Boock Report.
How is the energy transition going? It depends on who you ask. But for energy investors, plenty of profit opportunities remain in both traditional oil and gas stocks and companies focused on renewable power – and should continue to do so for years. Meanwhile, utilities are quietly dominating the 2024 sector performance race – driven by everything from a friendlier Federal Reserve to AI-fueled electricity demand growth.
It seems a lot of people on Wall Street have turned negative on oil. Man, I think that view is wrong. And if you want to bet against the bears — and get paid to do it — I’ll show you my “secret weapon.” One stock that weapon likes is MPLX LP (MPLX), writes Sean Brodrick, editor at Weiss Ratings Daily.
Year to date, the S&P 500 Energy Index is ahead 10.2%, including dividends. Not surprisingly, it’s energy prices — not interest rates, politics or even company earnings — that are mainly driving sector stock prices. I like Baker Hughes Co. (BKR), counsels Elliott Gue, editor of Energy and Income Advisor.
Housing is in a summer slump, but help is on the way. Meanwhile, DR Horton Inc. (DHI) is one of the largest US homebuilders based on home deliveries and revenue. We remain bullish on homebuilders because we believe there is currently a major shortage of affordable homes, asserts Jeff Eade, president of Argus Research.
Stocks surged to close out last week, and they’re showing subdued gains in the early going so far this week. Crude oil is higher amid geopolitical tensions, while gold and silver are rising again, too. Treasuries and the dollar are flattish.
We've been less dovish on interest rates than the markets since mid-June because we've been more bullish on the economy and the labor market than the consensus. And last week’s economic releases showed the US economy continues to chug along, notes Ed Yardeni, editor of Yardeni QuickTakes.

Experts on Markets & Economy


Virtual Expos

Virtual Learning

StoneX's global research strategy is led by chief strategist Kathryn Rooney Vera, an expert in macroeconomic forecasting, global portfolio allocation, and investment strategy. The analyses and insights delivered through this presentation on US exceptionalism, geopolitics and immigration, trade and industrial policy, fiscal debt and deficits, and inflation and the Fed offer comprehensive coverage of macroeconomic trends, key economic indicators, central bank policies, and geopolitical events that could impact global markets. 

The global oil market has had a volatile year, with macroeconomic uncertainty (China, US, and European interest rates) competing with geopolitics (Russia/Ukraine, Iran/Israel) for investor attention. Meanwhile, natural gas continues to be a seasonally influenced commodity, with summertime heatwaves very much in the headlines. As it relates to the energy transition, we will discuss China’s role in the electric vehicle market, how the electric power industry is adapting to demand from the AI/data center boom, and how the US elections may affect the outlook for renewables. 

Join Whitney Elkins-Hutten, director of investor education at PassiveInvesting.com, for an insightful discussion to enhance your understanding of real estate debt funds and showcase their critical role in a diversified investment portfolio. In this presentation, Whitney will explore how these funds provide more predictable returns than traditional real estate investments, especially under current market conditions, highlighting why the present economic environment offers an exceptional opportunity to invest in these funds. Additionally, Whitney will offer practical, actionable strategies to help you conduct due diligence, evaluate fund performance, and techniques to maximize returns while minimizing risks. 

Uranium has the potential to be one of the hottest investments of the next 12 months and beyond. Sean Brodrick explains the forces driving this energy metal higher, and gives you his best ideas on how to play this big and profitable trend.

With over 12,500 miles of pipeline (enough to go back and forth to New York and Los Angeles four times), this oil and gas MLP kicks off an 8% dividend while only trading a p/e of 10. It currently trades for $41 a share (up from $17 in 2020) and I think it's going back to its all-time high of $80! 

Hornet’s foundation is built on a simple principle yet strong belief: strength comes from our dedicated team and partners like you. The constant communication with our partners, our team’s commitment to excellence, and our successes in striking oil in various Tennessee counties are a testament to this dedication. 

Join Whitney Elkins-Hutten, director of investor education at PassiveInvesting.com, for an insightful discussion to enhance your understanding of real estate debt funds and showcase their critical role in a diversified investment portfolio. In this presentation, Whitney will explore how these funds provide more predictable returns than traditional real estate investments, especially under current market conditions, highlighting why the present economic environment offers an exceptional opportunity to invest in these funds. Additionally, Whitney will offer practical, actionable strategies to help you conduct due diligence, evaluate fund performance, and techniques to maximize returns while minimizing risks. 

Hornet’s foundation is built on a simple principle yet strong belief: strength comes from our dedicated team and partners like you. The constant communication with our partners, our team’s commitment to excellence, and our successes in striking oil in various Tennessee counties are a testament to this dedication. 

Unlock the power of tax deferral and tax-savings strategies with oil and gas investing. From macroeconomics to current events, learn about the advantages and risk considerations when it comes to oil and gas investing. We will unravel the inner workings of our oil and gas direct participation program (DPP) and how it can be leveraged to your client’s advantage, reducing taxes and monthly passive income. 

After years of underinvestment and political hurdles, the power infrastructure in America is on the verge of collapsing.  The roll-out of electric vehicles, the reshoring of industrial production, and now the massive amount of data needed for AI has put us on the precipice of blackouts across the USA.  We have an off-the-radar stock pick that will be a huge beneficiary of this crisis. 

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MoneyShow.com’s renowned market experts help you go beyond the latest market news to unravel the effects of geopolitical events on the global economy, analyze the current market environment to identify hot spots for potential investments, and discern the long-term market and economic trends and opportunities around the world.

There are no sure-shot techniques for market forecasting and analysis. If one were developed, it wouldn’t work for long, since as everyone applied it, its foundation would change significantly. There’s an excess of data in the world today, so the trick is to spot the one or two key variables in a specific time. They could be Fed policy, consumer behavior, foreign trade wars, etc. Any these factors could change, sometimes several times, throughout the year. That’s why it’s important to keep up with market news and the ever-changing conditions. For a framework to add value, it must entail market-moving events that have a good chance of occurring, but are not yet within the consensus.

Research has consistently shown that Investors are more surprised by bear than bull markets, and economic and financial market downturns unfold faster than upswings. Successful investing entails studying varying perspectives, then folding in history, experiences, hunches—and great timing. The goal is to identify the significant but undiscounted aspects of the outlook. This is where the true opportunities for investors lie and where our experts excel.

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