Markets have grown complacent, expecting central banks to shield them from any upheaval. But in these volatile times that’s a dangerous assumption, says John Stepek. The world is changing and you need to be ready.
Articles written by John Stepek
Markets briefly stuttered on reading Donald Trump’s tweet raising tariffs on Chinese imports to the US. But they soon recovered. John Stepek asks if their optimism is justified.
The US economy looks in better shape than many thought this time last month.John Stepek looks at how it’s affecting the charts that matter most to the global economy.
Mark Carney has hinted that interest rates are likely to be higher than the market expects. The market shrugged. But if Brexit is even a little less awful than expected, investors could end up wrong-footed.
The Federal Reserve kept interest rates on hold yesterday. That’s what markets were expecting – yet they had a little swoon anyway. John Stepek looks at what happened and what might be next
Bond fund managers tend to beat their benchmarks more often than equity fund managers. But that doesn’t mean they’re all geniuses. John Stepek explains what’s behind the outperformance, and what it means for investors.
America’s economy is growing much faster than expected. Under normal circumstances, you might expect the Federal Reserve to raise interest rates. But that won’t happen, says John Stepek. Here’s why.
Management teams love doing big mergers and acquisitions deals, says John Stepek. But investors should beware the hangovers that often follow.
US economic growth absolutely hammered expectations for the first quarter. John Stepek looks at what that means to the charts that matter the most to the global economy.
The year so far has been epic for investors. But with the US dollar hitting a two-year high, things could be about to change. John Stepek explains why.