John Augustine

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.

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.

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?

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?

We could be into mid-July until we see the Dow break that record. It may take another round of earnings read more

We could be into mid-July until we see the Dow break that record. It may take another round of earnings to give it that push.