Kevin Gordon

2 weeks ago | advisorperspectives.com | Liz Ann Sonders |Kevin Gordon

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions.

1 month 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.

1 month 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.

1 month 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.

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.