

Jeff Sommer
Posts

As Fed Battles Inflation, the Dollar Keeps Its Swagger
The U.S. currency has been on a tear, and the Fed’s decision to keep interest rates steady is likely to keep the dollar “higher for...

The Market Is Stuck Until the Fed Is Done
Stocks are mired in a holding pattern. The big question, our columnist says, is when will the Federal Reserve start to cut interest rates?

Why the Stock Market’s Summer Doldrums Are Not a Problem
After a fierce rally largely propelled by a handful of tech stocks, the market’s rapid climb stalled in August. That setback could ultimately be a...

Why the Stock Market’s Summer Doldrums Are Not a Problem
After a fierce rally largely propelled by a handful of tech stocks, the market’s rapid climb stalled in August. That setback could ultimately be a...

The Outlook for the Economy Has Improved. And Yet.
The prospects for a soft landing for the economy and the markets look better than they have in months. Our columnist is still worried.

Why Bonds Are Still Essential Investments
Stocks command most of the attention. But even after the latest U.S. debt downgrade, bonds are steady, essential investments, our columnist says.

The Risks Hidden in Public Pension Funds
Attracted by promises of high returns, many public pension funds have been loading up on private equity but may not fully appreciate the dangers, our...

The Fed Is Trying to Cure Inflation Without Starting a Recession
Lowering inflation to 2 percent without causing a recession and throwing people out of work would be a rare achievement. The markets are acting as...

Stock Market Returns Are Deceptively High
While stocks, bonds and money market funds have generated positive returns for the year, a quirk in the calendar is creating deceptively strong performances.

Cruise Line Stocks Have Become Top Performers
Devastated at the height of the pandemic, cruise lines have become top performers.