Jeremy J. Siegel

Cooling AI Frenzy Reveals a Healthier Bull Market

The market received encouraging inflation news last week as both the CPI and PPI came in below expectati

By Jeremy J. Siegel

Oil Stays Calm as Strong Earnings Keep Bull Market Intact

By Jeremy J. Siegel

Jobs Report Masks a Still-Resilient Economy

The June employment report’s headline readout was softer than expected, but the details reinforce my view th

By Jeremy J. Siegel

Economic Resilience, Fading Inflation Supporting Value Rotation

The sharp retreat in oil prices has dramatically altered the market narrative. Just weeks ag

By Jeremy J. Siegel

Disinflation Trend Keeps Rate Hikes Unlikely

By Jeremy J. Siegel

Falling Oil Prices Reinforce Bullish Outlook

As we go to press, fighting in the Mideast has escalated, sending crude higher, but stocks, in early Monday t

By Jeremy J. Siegel

Mideast Escalation, Strong Jobs and Resilient Economy Delay Cuts

By Jeremy J. Siegel

Falling Yields Reinforce Equity Market Resilience

The market continues to demonstrate remarkable resilience. Lower oil prices, easing Treasury y

By Jeremy J. Siegel

Potential Iran Settlement Sends Market To Highs

By Jeremy J. Siegel

China Summit Disappointment Stresses Markets

Markets ended last week under pressure as the optimism that had been building around a potential geopolitical brea

By Jeremy J. Siegel