Talk of a recession is everywhere. The case is simple: Liberation Day delivered the biggest increase in tariffs in a century. Consumer prices will rise. Purchasing power will decline. Recession…right?
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.
In this week’s installment of “Three on Thursday,” let’s explore some of the dynamics surrounding the United States dollar. In an era of inflation, massive debt, large deficits, and threats of tariffs, there are persistent rumors circulating that the dollar is at risk of losing its reserve currency status.
The deferral of “reciprocal” tariffs on most U.S. trading partners suggests that the peak of tariff uncertainty may have passed.
Banks blew Q1 earnings expectations out of the water, benefitting from high trading volumes, but CEO commentary remains cautious for 2025.
Stock markets have been rattled by trade war tensions and economic uncertainty driven by US tariff policies. Yet history suggests that equities have usually performed well in the aftermath of peak market volatility.
If I had a dollar for every time I heard or read the word recession in the last week, well, I’d have enough not to be financially worried about one. Add a dollar for every mention of tariffs and I’d be comfortably flushed with cash.
Federal Reserve Bank of Cleveland President Beth Hammack said she’s keeping an open mind about the direction of interest rates because of uncertainty over President Donald Trump’s policies and how they will affect the economy.
Right now we are in an incredibly complicated environment with regard to U.S. tariff policy gyrations and its whipsawing impact on global equity markets. One thing we can confidently assert is that however the trade negotiations play out, there will be higher tariffs and this will be negative for U.S. growth.
Audiences worldwide turn to Netflix for escapism. Wall Street is doing the same.
Canadians poured a record amount into US equities in February, even as a movement to boycott US products and vacations gained momentum.
LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms.
This month’s panic-driven selling across municipal bonds — fueled by the boom in ETFs — is proving a mixed blessing for investors in a normally sedate market corner.
One day doesn’t make a trend, but wary small-caps investors may find some comfort in knowing the Russell 2000 Index jumped 8.50% on Wednesday
Cryptocurrency prices, including bitcoin’s, have been turbulent this year. That’s weighed on shares of miners. Some relief could be in sight.
US critical minerals stocks have soared this week, getting a boost from signs that the Trump administration will favor a sector that’s become a flashpoint in the trade standoff between the US and China.
Join us for a 30-minute discussion, where Zeno Mercer, lead index researcher on robotics and AI, and Shachi Merchant from ROBO Global ETFs will provide the latest updates on the robotics, automation, and AI investment landscape.
While we remain open to changes in market conditions, as well as periodic “fast, furious, prone-to-failure” advances that can relieve the oversold “compression” produced by market losses, we are presently on high alert for a possibly abrupt and cascading market and economic dislocation in the weeks ahead.
Simply stated, the U.S. doesn’t save and invest enough. As a result, we pay for too many of our imports by borrowing from our trading partners.
KKR & Co. is eyeing one of the riskiest deals going right now — buying the owner of London’s creaking water and sewage system, Thames Water. Giving a private equity firm the chance to profit from fixing the mess Thames got into under past private ownership looks bad but makes sense.
US Treasuries fell, snapping three days of gains, as traders pared bets on Federal Reserve interest-rate cuts after Chair Jerome Powell reiterated his commitment to keeping inflation in check.
Charles Schwab Corp.’s daily average trades exceeded expectations as retail investors rushed to respond to market volatility in the first three months of the year.
Eli Lilly & Co. shares surged after data showed its experimental weight-loss pill worked as well as the Ozempic shot, bringing it one step closer to developing a needle-free alternative.
With Congress out for the next two weeks for Easter recess and a short trading week in New York, it should be a quieter week – though tariff-related news continues to capture headlines.
Covered call strategies have been around for a very long time, but covered call ETFs have recently enjoyed a massive increase in popularity.
One of the most volatile market weeks in years was sparked by tariff announcements earlier this month. President Donald Trump's 10% universal tariff went into effect on April 5th, followed by his controversial reciprocal tariffs on April 9th.
The month of April will unfortunately go down in financial market folklore as being one of the more noteworthy on record.
Although uncertainty remains, perpetual market swings may be less frequent.
In this article, we examine everything from the yield curve to CAPE ratios to gain a sense of where we are, and where we might be headed next.
Measures announced so far this year have pushed the effective U.S. tariff rate above 20%. The astonishing jump has raised import taxes to a level not seen in about a century.
CIO Sean Taylor assesses a better-than-expected quarter for emerging markets and takes stock of the drivers that may support the asset class in what could be difficult months ahead for global markets.
As you position your practice for long-term success, keeping on top of the latest trends and ideas is critical.
If there’s one thing investors have learned in recent days, it’s that there’s no way to guess what America will do next. With its on-again, off-again tariffs, the US administration has demonstrated a rare and reckless willingness to shock markets.
As homeowner insurance rates rise, advisors share ways individuals can create a financial safety net should catastrophe impact their homes.
Inflation affects everything from grocery bills to rent, making the Consumer Price Index one of the most closely watched economic indicators. What does inflation mean at the micro level — specifically to your household?
JPMorgan's Jon Maier spoke with VettaFi about active management in the ETFs space approaching investing in the current environment.
Join the experts at Fidelity for an educational webcast that unpacks how to improve upon indexing through a thoughtful, actively managed approach.
It’s always an honor for me to both attend and speak at the Barron’s conference. In thinking about this column, I am recalling many of the amazing presentations, great insights and fabulous speakers I heard.
If the goal is to use technological platforms to customize and maximize the experience for your clients, it seems many of us still have a way to go.
If your business isn’t strategically managing its digital presence, it could be losing customers without even realizing it. The brands that master GEO and SEO today will be the ones shaping the marketplace of tomorrow.
A three-day rebound in US Treasuries will be tested on Wednesday as investors await commentary from Federal Reserve Chair Jerome Powell as well as key data and a bond auction.
Technology stocks sank as new US government restrictions on the export of Nvidia Corp. chips to China and a disappointing report from ASML Holding NV dimmed the outlook for the semiconductor sector, wiping out more than $180 billion in market value for the two companies alone.
Delta Air Lines Inc. and the parent of Frontier Airlines recently yanked earnings guidance for 2025, with JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon saying that he expects “to see more of that.”
Now that the stock market has momentarily stabilized from the shock of President Donald Trump’s “Liberation Day” tariffs, investors have an opportunity to reflect on how their portfolio held up during the past two turbulent weeks.
In San Francisco’s financial district, the One Montgomery building evokes the opulence of America’s turn of the 20th century gilded age. With its Tuscan columns, marble staircases and bronze doors, the Renaissance Revival landmark once housed Crocker Bank, named after one of the tycoons who built the western portion of America’s first transcontinental railroad.
Swedish firm EQT AB received more than $10 billion in investor commitments for its latest pan-Asia private equity fund, putting it on track to reach its fundraising goal despite the market volatility.
Navigating market volatility can be challenging for investors. Our Bill Cass shares several tax planning strategies to consider.
Last week, the S&P 500 was up 5.7%, the strongest week for the market since November 2023.
While the US experiments with reordering the world’s trading system, uncertainty rises and volatility ensues. We are reminded of the delicate balance between safeguarding domestic interests and promoting a cooperative global trading system.
The announcement that LPL Financial will acquire Commonwealth Financial Network marks another major shift in the wealth management landscape—and presents a pivotal career moment for Commonwealth’s nearly 2,900 financial advisors.
