
Kevin Gordon
Articles
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1 week ago |
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
In economic analysis, the distinction between "soft" and "hard" data is crucial for interpreting the health and trajectory of the economy. Soft data refers to sentiment-based measures such as surveys, expectations, and confidence indicators, while hard data encompasses quantifiable economic outputs like employment numbers, retail sales, and industrial production. Recent divergences between weaker soft economic data and more resilient hard data have muddied the outlook.
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2 weeks ago |
advisorperspectives.com | Liz Ann Sonders |Kathy Jones |Jeffrey Kleintop |Kevin Gordon
Stocks have surged since the White House backed away from sweeping tariffs imposed in early April, although U.S. tariff policy remains uncertain and is a potential driver of continued volatility. Higher tariffs could slow economic growth while raising inflation—which is still above the Federal Reserve's 2% target rate—complicating the Fed's move toward cutting interest rates.
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3 weeks ago |
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
Last week marked one month since the S&P 500's recent April 8th low. To say the recovery has been fast and furious might be an understatement, evidenced by the index's 13.7% gain from April 8th to May 8th. Going back to 2000, the only years in which we've seen a stronger one-month increase are 2020, 2009, 2008, 2002, and 2001.
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2 months ago |
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
Amid a market correction and heightened policy, inflation and growth concerns, valuations are back in the spotlight. Equity market valuations can be analyzed in multiple contexts and via myriad metrics. Most metrics are fundamental in nature, often relating price to another fundamental component like earnings (P/E ratios), sales, or book value. But then there's the willingness factor: the ebb and flow over time of what investors are willing to pay for those fundamental components.
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2 months ago |
advisorperspectives.com | Liz Ann Sonders |Kevin Gordon
Recession fears are escalating alongside a tremendous level of government policy uncertainty, specifically regarding tariffs and DOGE spending cuts. The stock market has taken notice, with a correction underway among a couple of key indexes. There are a lot of threads to pull here, but let's start with a broader look at the history of cycles—including across markets and the economy.
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