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Michael Kramer

  • Analysis & Opinion

Michael Kramer's Comment & Analysis
A complete archive of Michael Kramer's articles, including current analysis & opinion.

This article was written exclusively for Investing.comWouldn’t it be ironic if, at the exact moment that the Fed threw up its hands and capitulated on its transitory inflation narrative, inflation...
This article was written exclusively for Investing.com.The stock market has seen a change in the tides. It is now pricing in the possibility of the tapering process ending sooner and interest rates...
This article was written exclusively for Investing.com.With inflation running at some of its hottest levels in decades, there has been an increasing focus on real yields and real earnings. Therefore,...
This article was written exclusively for Investing.com.Since early October, the S&P 500 and the NASDAQ 100 have rallied as much as 10% and 15%, respectively. The push higher has been tied to a better...
This article was written exclusively for Investing.com. Sometimes when investors are so focused on one event, they miss the big one staring them right in the face. The manufacturing sector in China...
Stocks finished the day higher after another strange day, which was baffling from several metrics. The GDP print showed just 2% growth for the third quarter versus expectations of 2.7%. Meanwhile, the...
This article was written exclusively for Investing.com.Volatility in the stock market seems to have picked up since the beginning of September, with the S&P 500 falling by nearly 6% and then racing...
This article was written exclusively for Investing.com.Bond yields and the dollar have been moving sharply higher of late as the market prepares for the Federal Reserve to wind down its bond-buying...
This article was written exclusively for Investing.com.It may seem outlandish to think that the US economy could be heading towards a recession, especially when second-quarter GDP growth was more than...
This article was written exclusively for Investing.com.The FOMC meeting on Sept. 22 seemed to hold plenty of hidden surprises. The first surprise to many was the strong language from Powell at the...