Zacks Investment Management

After nearly two years of intense concerns about inflation and interest rates, the focus of worry has now turned to economic growth, including manufacturing and jobs.

The CAPE ratio and the Fed Model are both signaling that stocks are too expensive. But Mitch explains that these models are often wrong about where the market is heading.

In the past two months, there have been a lot of economic and market distractions, but market fundamentals remain strong.

With inflation falling, many investors and pundits believe a Fed rate cut in September is essential to hold off a recession. Mitch offers his perspective on this issue.

More affluent consumers benefit from rising asset prices and yields, while less affluent consumers are disproportionately hurt by inflation and higher interest rates.