Charles Lieberman

Chief Invsmt Officer/Co-Founder

Charles Lieberman is chief investment officer and founding member at Advisors Capital Management LLC. He may have a stake in the areas he writes about.

Latest

New York's Financial District

Bloomberg Opinion

There’s a Lot to Like About Stocks at Record Highs

As long as the economy is healthy, profits keep growing, and inflation and interest rates remain in check, the bull market should continue.

April 24, 2019

April 24, 2019

OpinionCharles Lieberman

There’s a Lot to Like About Stocks at Record Highs

As long as the economy is healthy, profits keep growing, and inflation and interest rates remain in check, the bull market should continue.

New York's Financial District

January 7, 2019

January 7, 2019

OpinionCharles Lieberman

The Positives Now Outweigh the Negatives for Stocks

It won’t take much for equities to react positively if earnings only meet expectations rather than beat them.

NYC's Museum Of American Finance Opens Window On Wall St's Past

December 13, 2018

December 13, 2018

OpinionCharles Lieberman

The Bull Case For Stocks Is Compelling

An economic slowdown might actually extend the life of the expansion and the bull market in equities.

New York's Financial District

October 12, 2018

October 12, 2018

OpinionCharles Lieberman

A Looming Bear Market in Stocks? Don’t Bet on It

Protracted downturns largely occur when the economy lapses into recession, yet most economists don't see that happening until 2020, if then.

F1 Grand Prix of Belgium

August 8, 2018

August 8, 2018

OpinionCharles Lieberman

S&P 500's Run at Record Lacks Animal Spirits

Valuations suggest investors are more fearful than complacent.

Harpo Marx

July 23, 2018

July 23, 2018

OpinionCharles Lieberman

The U.S. Economy Deserves a Lot More Credit

Interest rates are likely to work their way higher and the yield curve will continue to flatten, which shouldn’t be troubling.

Employers Adding Jobs In May Pushes Unemployment Rate Down To 3.8 Percent

May 9, 2018

May 9, 2018

OpinionCharles Lieberman

The Stock Market's Reaction to Earnings Is All Wrong

None of the excuses to explain the malaise in equities amid strong profits hold water.

The bull market will return.

May 2, 2018

May 2, 2018

OpinionCharles Lieberman

Markets Are Underestimating the Fed

The recent acceleration in inflation poses significant risks to the current slow normalization approach.

Fed Chairman Jerome Powell is prepped to boost rates further.

March 21, 2018

March 21, 2018

OpinionCharles Lieberman

Heed the Data, Not What Fed Officials Say

Policy makers are being pushed in the direction of more or faster interest-rate increases.

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March 1, 2018

March 1, 2018

OpinionCharles Lieberman

Investors Should Fear a Steeper Bond Yield Curve

A widening gap between short- and long-term rates is not necessarily a good sign.

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February 21, 2018

February 21, 2018

OpinionCharles Lieberman

Five Fed Rate Hikes in 2018 Isn't A Crazy Idea

Economic conditions are ripe -- even overripe -- for inflation to accelerate.

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February 2, 2018

February 2, 2018

OpinionCharles Lieberman

Faster Jobs Growth Wouldn't Help the Economy

Jobs data show that fiscal stimulus is untimely and that the Fed needs to keep to its plans for rate increases.

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January 19, 2018

January 19, 2018

OpinionCharles Lieberman

The Overlooked Economics of Trump's Tax Law

The reduction in tax rates is a benefit, but the stimulus provisions will widen the deficit.

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January 4, 2018

January 4, 2018

OpinionCharles Lieberman

Stop Misreading U.S. Job Scene: It's Tight and Getting Tighter

Fed Chair Jerome Powell should look beyond wrongheaded arguments and get monetary policy back to neutral.

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December 12, 2017

December 12, 2017

OpinionCharles Lieberman

Fed and Bond Investors Face a Rude Awakening

More rate hikes could become a necessity as the increased cost of labor brings higher prices.

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December 5, 2017

December 5, 2017

OpinionCharles Lieberman

Untimely Fiscal Stimulus Is a Bond Nightmare

The tax-cut package could boost inflation, prompting faster rate hikes by the Fed.

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November 15, 2017

November 15, 2017

OpinionCharles Lieberman

Keep Calm and Stop Worrying About 'Bondmaggedon'

A flattening or inversion of the yield curve is a weak predictor of recession.

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October 30, 2017

October 30, 2017

OpinionCharles Lieberman

Bull Market in Stocks Is Justified by Earnings

Third-quarter profits and revenues rose faster than expected, and the economy is performing better than forecast.

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October 20, 2017

October 20, 2017

OpinionCharles Lieberman

Taylor Is Questioning His Own Rule

A candidate to be Fed chairman recently acknowledged that circumstances might cause the Fed to deviate from the guidelines' prescriptions.

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October 10, 2017

October 10, 2017

OpinionCharles Lieberman

Shiller’s Ratio Flunks at Predicting Stock Performance

Equities are still the place to invest, assuming investors can handle the greater volatility compared with bonds.

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