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Every Monday, The Upshot offers timely market analysis from our US investment strategist, including a breakdown of economic and policy trends, and their implications for investors. Plus, a snapshot of upcoming economic events.

What's the Matter With Wages?

The Upshot

03/02/2015

With unemployment falling but inflation still low, Fed members disagree on the importance of wage growth as an inflation driver, writes Kristina Hooper. Still, don't expect a delay in rate hikes just because inflation has been slow to catch up.

4 Essential Truths About Consumers

The Upshot

02/23/2015

The US consumer is bouncing back, but perhaps not as quickly as economists had expected given lower oil prices and a brighter employment picture. Kristina Hooper breaks down household spending and debt habits.

Why Active Managers Like Volatility

The Upshot

02/17/2015

With global monetary policy and growth on divergent paths, fundamentals as a market driver are experiencing a nascent comeback. Kristina Hooper makes the case for active management in a perpetually uncertain market.

Tech-Sector Strength Trumps Tightening Fears

The Upshot

02/09/2015

Don't let oil prices, rosy employment numbers or rate-hike worries distract you from taking a closer look at the tech sector, writes Kristina Hooper. Tech has so far been the MVP of the earnings season, and four key drivers could power the sector higher.

Quiet Progress in the Face of Volatility

The Upshot

02/02/2015

Kristina Hooper discusses some overlooked good news investors should consider before making any allocation decisions.

Does QE Stand for Quixotic Expectations?

The Upshot

01/26/2015

Quantitative easing has long been championed by well-known economists, and it has been a boon for stocks when implemented. But is the economic impact real or imagined? asks Kristina Hooper.

4 Reasons Why Investors Shouldn't Ditch Stocks

The Upshot

01/20/2015

Kristina Hooper provides a snapshot of recent turmoil in capital markets and the underpinnings that will keep stocks from going into a tailspin.

Brace for a Year of Volatility and Resilience

The Upshot

01/12/2015

Kristina Hooper says last week was a microcosm of what to expect in 2015—higher volatility and a stock market that can readily bounce back from adversity.

6 Things to Watch in 2015

The Upshot

01/05/2015

Stocks extended their winning streak in 2014, but risks are mounting both at home and abroad. Here are some key areas investors should follow in order to better manage risk and recognize opportunities in 2015, writes Kristina Hooper.

Time In, Not Timing, Is Everything

The Upshot

12/22/2014

Kristina Hooper breaks down last week’s wild ride in the stock market, including the teachable moment it offers for long-term investors as they look ahead to 2015.

What You Need to Know About Falling Oil Prices

The Upshot

12/15/2014

Kristina Hooper explains the recent drop in the price of oil and how it impacts GDP growth and capex in developed and emerging-market economies.

The Big Engine That Could

The Upshot

12/08/2014

The US economy is gathering steam as job gains and healthy corporate fundamentals have helped keep the recovery on track, writes Kristina Hooper.

The Importance of Being Risk-Wise

The Upshot

12/01/2014

The hustle and bustle of the holidays can lead to investors taking their eyes off their portfolios and the risks that could potentially derail their financial goals, writes Kristina Hooper.

What Investors Can Be Thankful For

The Upshot

11/24/2014

Kristina Hooper highlights four reasons for US investors to be grateful as we wind down 2014—plus a few holiday wishes for capital markets.

Shining a Brighter Light on Inflation

The Upshot

11/17/2014

The October jobs report may have helped shift the Fed’s focus from the labor market to inflation, but inflation views vary among businesses and consumers, writes Kristina Hooper.

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