Roaring labor market puts ‘boomflation’ back on the map for investors

The worry instead turned to what a rip-roaring labor market and surging costs for everything means for stocks and bond portfolios, particularly if it turns into a mix of higher growth and inflation with staying power. What to even call such a scenario? “Boomflation,” said Kent Engelke, chief economic strategist at Capitol Securities Management, pointing … Read more

I hired a financial planner, but they’ve already lost $70K. What should I do?

Is a big loss a reason to ditch your financial planner? Getty Images/iStockphoto By ALISA WOLFSON Question: I recently rolled my retirement pension and 401(k) into one account, managed by a financial planner. But in seven months, they seem to have lost $70,000 of my money. How do I know if they’re making sound investments? … Read more

Opinion: Bear market blues: How to keep a sense of financial control in uncertain times.

Between pandemic lockdowns, health scares, contentious politics and significant inflation with rising prices, many US investors might feel they’re losing control of their situations. Add to that a bear market for stocks, with a possible recession looming. To remain resilient, we can focus on caring for our physical, mental and financial wellness — and that … Read more

Opinion: The S&P 500 is so close to crossing this crucial level and challenging the bear market’s trend line

The S&P 500 index may be about to secure two major bullish SPX, -0.08% milestones. First, the S&P has rallied from that mid-June low right up to the major resistance at 4170. A two-day close above that level would be quite bullish and would set the stage for a challenge of the downtrend line defining … Read more

Opinion: There are three reasons health care is the market’s best sector today. These eight stocks are the most worry-free.

You’re tempted to increase exposure to stocks because of the market’s strength. But you’re still gun shy because of the painful selloff. Plus, you’re worried about a recession. What to do? Buy health-care stocks. They have plenty of defensive characteristics that help them outperform in recessions and late in economic cycles. But they also generate … Read more

Financial markets may see three-month string of 8.8% inflation readings starting next week, adding up to `bad news’

The financial market’s most knowledgeable inflation traders are expecting a string of roughly 8.8% annual headline US consumer-price readings over the next three months, starting with the Aug. 10 release of July’s date. While such readings would be below June’s 9.1% reading and support the theory that inflation may have peaked at an almost 41-year … Read more

‘I have watched my accounts drop by 22%.’ My financial adviser has usually ‘done well’ but now it feels like he’s not making enough adjustments in this tough market given that I’m losing ‘large chunks’ of money. What’s my move?

How to know if your financial advisor is doing a good job. Getty Images/iStockphoto Question: I have had a financial advisor with a national firm for more than a decade. We have done well and his fees are appropriate at 1%. His firm’s strategy is to buy a basket of stocks, and there are literally … Read more

I’m the chief economist of a mortgage firm that has funded more than $100 billion in loans. These are 3 things to know about the housing market now.

Cameron Findlay As home prices and mortgage rates march upwards, and housing inventory remains seriously constrained, many buyers are wondering: Should I buy? And if I want to buy, what do I need to know about the housing market now? That’s why MarketWatch Picks created a series where we ask prominent economists and real estate … Read more

JP Morgan quant who called summer rebound in stocks says rally could continue even if corporate profits decline

Investors worried about the next pullback for stocks might want to pause and consider this: the decline in equity valuations since the start of the year has already exceeded the average pullback of other recessionary periods since the early 1990s, according to JPMorgan Chase & Co.’ s equity as much as Marko Kolanovic. While more … Read more

Will the stock-market rally turn into a selloff? This bond-market gauge could tip investors off

Now that the Federal Reserve appears to have abandoned its forward guidance tool in favor of being “data dependent” to help inform its future path for rates, investors should keep an eye on this gauge of inflation expectations for signs of a shift in the market’s mood. Watch the five-year break-even inflation rate, one of … Read more