Refine Search

Search Results

6 results found.

AI: The Good, the Bad and the Ugly
by Joseph Tanious of Northern Trust, 5/11/26

Artificial intelligence unknowns are creating stress in the market, and we don’t see that ending any time soon. For long-term investors, these stressors can create opportunities.

Are We in a Stock Market Bubble?
by Joseph Tanious of Northern Trust, 11/21/25

We examine valuations in historical context, how today’s market compare to the tech bubble of the 1990s and what’s driving stock gains now.

Market Strain: What’s at Stake When the U.S. Government Shuts Down
by Joseph Tanious of Northern Trust, 10/4/25

How the shutdown may impact the Federal Reserve, the economy, stocks and bond yields.

Where Do Profits Go from Here? Up. Here's Why.
by Joseph Tanious, Anthony Wile of J.P. Morgan Funds, 11/1/13
After record-setting earnings in the first two quarters of 2013, the S&P 500 is on track to hit another historic high in profits for 3Q13. If this occurs, the first three quarters of this year will have been the most profitable ever in the 56-year history of the S&P 500. Future earnings growth through margin expansion seems unlikely, as an improving labor market and higher interest rates will most likely squeeze margins. However, stable revenue growth, share buybacks and the additional use of debt financing should support modest earnings gains in the year ahead.

U.S. Equities: Tapering expectations
by Joseph Tanious of J.P. Morgan Funds, 8/2/13
Given the markets strong recent performance, investors are now asking what to expect moving forward. The top of mind question remains: are we likely to see a pull-back and is there still any room for this market to rally further?

U.S. Equities After the Earnings Season: Is There Still an Opportunity?
by Joseph Tanious of J.P. Morgan Funds, 8/21/12
Now in its fourth year of recovery following the financial crisis, the S&P 500 is once again testing the 1400 level, having rallied over 100% from its March 2009 lows. Meanwhile, earnings have hit an all-time high, but it is becoming clear that earnings growth is slowing. All of this has occurred against a backdrop of global economic uncertainty, unprecedented central bank action, and the most polarized U.S. political landscape we have ever seen.
6 results found.