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Mike Zaccardi, CFA, CMT

  • Analysis & Opinion

Mike Zaccardi, CFA, CMT's Comment & Analysis
A complete archive of Mike Zaccardi, CFA, CMT's articles, including current analysis & opinion.

Investors are concerned about futures S&P 500 earnings A decent P/E valuation today might actually be quite pricey if estimates retreat Data show earnings recessions can last years but are things...
The S&P 500’s forward operating P/E ratio has fallen back to near 15 Higher interest rates imply assets should be priced lower Is a much lower P/E reasonable? Few topics get finance folks in...
Major currencies have been in freefall over the last few months as the Fed remains steadfast in its goal to tame U.S. inflation The fixed-income market has become unglued as Forex volatility surges A...
Positive inflation-adjusted return on default-risk-free Treasuries/corporate bonds Higher market rates means a much lower S&P 500 equity risk premium Consider asset allocation tweaks but wholesale...
An August poll showed that nearly half of millennials surveyed claimed to have sold investments over the past year Other age groups largely kept with their portfolio plan With a big stock market drop...
Nobody knows what future corporate profits will be, but signs show parts of the global stock market have turned attractive on valuation WisdomTree has a handy dashboard to view P/Es across the...
Stocks plunged 10% since mid-August Unsettling CPI data and a worrisome FedEx earnings pre-announcement Positive seasonality begins over the coming weeks It was the best of times; it was the worst of...
The Treasury yield curve remains inverted but has steepened significantly off its August low Financials, often a bellwether for the stock market, have begun to outperform amid rising interest...
After gas price slide, consumers might be spending in other areas Soft back-to-school shopping season Traders have priced in a 0.75 percentage point U.S rate hike Is the consumer on the mend after...
Surging LNG prices, widening interest rate differentials are denting yen  USD/JPY, a measure of dollar strength, is near 32-year highs Nikkei has sharply outperformed other markets  As the energy...