• Powell Deep Sixed “Transitory”

    By Chuck Lieberman, CIO and Co-Founder That was the strongest “weak” jobs report I’ve ever seen. While payroll jobs increased by “only” 210,000, far less than the 500,00 plus expected, the household survey reported job gains above 1.1 million, while the unemployment rate plunged, despite a surge in labor force participation. The economy is running…

  • Here’s how you should play today’s market with Meghan Shue and JoAnne Feeney

    Meghan Shue, Wilmington Trust head of investment strategy, and JoAnne Feeney, Advisors Capital Management partner join ‘Squawk on the Street’ to discuss today’s market after Friday’s sell-off that was triggered by the omicron variant news. The foregoing content reflects the opinions of Advisors Capital Management, LLC and is subject to change at any time without…

  • Living In Interesting Times: Omicron Edition

    By Randall Coleman, Portfolio Manager May you live in interesting times. Is that a blessing, or a curse? The day after Thanksgiving is notoriously boring in the stock market. It is a short, early close day, and typically volume is very light. Usually, nothing interesting happens. Since 1928, two-thirds of the 93 Black Fridays saw…

  • Feeney: It’s shaping up to be a good season, because the consumer remains strong

    JoAnne Feeney of Advisors Capital Management says the markets are set up for a good run, despite higher inflation, which is being caused by the strong consumer and consumer demand. The foregoing content reflects the opinions of Advisors Capital Management, LLC and is subject to change at any time without notice. Content provided herein is…

  • It Has Been a Tough 2021 for Emerging Market Equities

    By David Ruff, Portfolio ManagerDozens of central bank tightening moves across EM countries designed to curb inflationary pressures and stabilize currencies combined with lower anticipated US monetary accommodation created a difficult environment for most EM businesses. Additionally, much of the world’s economy depends on the China economic growth engine, and with this machine sputtering as…

  • Ask Me Anything – The Alan Greenspan Edition

    1. With companies like Jeff Bezos’s Blue Origin and Richard Branson’s Virgin Galactic taking tourists to space, do you think the future of humanity is on Earth? And would you go to space? As awe-inspiring as space travel and the recent development of space tourism may be, I view Jeff Bezos and Richard Branson taking…

  • Feeney: Inflation is being driven primarily by shortages, which isn’t as worrisome as it might otherwise be

    JoAnne Feeney of Advisors Capital Management says investors aren’t too taken aback by inflation data because they realize much of it is being driven by shortages, which means there’s still a lot of real growth to come. The foregoing content reflects the opinions of Advisors Capital Management, LLC and is subject to change at any…

  • Wishful Thinking

    By Chuck Lieberman The economic recovery marches on, although the pace is accelerating once again after the Delta variant recedes from its summer spike. With Covid cases receding, the recovery is back in full bore mode. Hopes had been high that some of the bottlenecks might improve—specifically that labor force participation might increase–ameliorating the upward…

  • Chuck Lieberman on the Markets (Radio)

    Click here to listen. Chuck Lieberman, CIO of Advisors Capital Management, discusses top news on the markets with Rishaad Salamat and Bryan Curtis on Bloomberg Daybreak Asia. The foregoing content reflects the opinions of Advisors Capital Management, LLC and is subject to change at any time without notice. Content provided herein is for informational purposes…