David Rosenstrock's Opinion & Analysis
A complete archive of David Rosenstrock's articles, including current analysis & opinion.
Municipal bonds are widely regarded as an attractive investment opportunity at present, with several factors aligning to create a favorable risk-reward profile and entry point for investors.
Broader...
Despite a worse-than-expected first quarter 2025 GDP report, U.S. stocks rebounded and ended mostly higher. Several factors help explain this counterintuitive market reaction.
The GDP Miss Was Driven...
Sectors heavily reliant on international trade, especially those using imported inputs, will be most impacted by tariffs. This includes manufacturing, including electronics, transportation, and...
The U.S. dollar index, which tracks the dollar against a weighted basket of six foreign currencies, including the EUR/USD and the USD/JPY, recently fell to its lowest level since April 2022. This may...
Consumer confidence also dropped by seven points in February, recording the largest monthly decline since August 2021 as pessimism about the future returned. The number of consumers planning a...
After weeks of stock market declines, especially in the tech sector, stocks had a little bounce. Some Wall Street analysts are finding reasons to be optimistic. Strategists say that while uncertainty...
Many investors regard passively managed index mutual funds or ETFs as favorable options for stock investing. However, they may also find that actively managed funds offer substantial advantages for...
Investors may not realize going in, but Exchange Traded Funds (ETFs) and mutual funds nominally tracking the same equity investment style or theme can perform very differently. This performance...
What weighting between fixed and floating rate securities should be used in fixed-income portfolios? Diversifying between fixed- and floating-rate securities can be beneficial in today's financial...
For investors seeking tax-advantaged income, municipal bonds should not be the sole option considered in fixed income. Preferred securities, issued primarily by investment-grade companies, currently...