John Augustine

Markets are now focused squarely on inflation. Will it follow the great growth we've seen and force the Fed's hand read more

Markets are now focused squarely on inflation. Will it follow the great growth we've seen and force the Fed's hand to take rates up faster than the market currently anticipates?

Earnings are driving the testing of the top end for the S&P 500, but geopolitical issues are here to stay read more

Earnings are driving the testing of the top end for the S&P 500, but geopolitical issues are here to stay for some time. That will put downward pressure on the stock market.

Markets are now focused squarely on inflation, ... Will it follow the great growth we've seen and force the Fed's read more

Markets are now focused squarely on inflation, ... Will it follow the great growth we've seen and force the Fed's hand to take rates up faster than the market currently anticipates?

Energy is going to catch the attention of the market. It's probably a force that's not going to leave because read more

Energy is going to catch the attention of the market. It's probably a force that's not going to leave because we're in transition from concern about oil to concerns about natural gas and how that will affect consumer spending as we head into winter.

There are fears that any supply disruptions could disturb oil markets and such concerns are holding back both economic growth read more

There are fears that any supply disruptions could disturb oil markets and such concerns are holding back both economic growth and stock prices. In the absence of any such disruptions, we expect that crude will stay in the $50-$70 range this year and will likely always be on investors' minds.