The wildfires may affect some municipal bond issuers in the devastated areas, but the impact to other California bonds or to the broader muni market is likely limited.
In 2025, two titans of technology stand at the forefront of innovation: quantum computing and robotics. Each offers a vision of a future transformed, where the impossible becomes achievable and industries are redefined.
New Yorkers bowing their heads into a cutting wind is typically a bullish sign for natural gas prices, and this January is no exception.
The Tax Cuts and Jobs Act that President Donald Trump signed into law in December 2017 imposed a $10,000 limit on the amount of state and local taxes that can be deducted on a federal income tax return.
The latest US sanctions on oil tankers hauling Russian petroleum look set to cause severe disruption across the nation’s export machine, with some of Moscow’s flows at risk of a near wipeout if history is any guide.
Donald Trump’s return to the White House will likely protect US stocks from a big selloff, according to Bank of America Corp. strategists, as investors focus on his protectionist agenda and proposals for lower corporate taxes.
A look at how the renewable energy opportunity may and may not change.
There are a few things it makes sense to get a start on when a new year begins. One is tax-loss harvesting.
As we close the chapter on Biden’s presidency, we take a moment to reflect on his legacy.
Strong U.S. economic data has spurred a strong rise in Treasury yields but a tepid response in the stock market. Uncertainty likely will continue in coming months.
At CES 2025, Jensen Huang, CEO of NVIDIA, offered a compelling vision of AI’s future—one that combines bold technological advances with practical applications.
The Federal Reserve faces a reckoning: Sometime soon, it’ll probably have to subject its stress tests to public scrutiny, highlighting serious flaws in what has become its primary tool for ensuring the resilience of the banking system.
New policies could disrupt markets, but high starting yields and strong demand for income should provide ballast.
Surging long-term interest rates and stubborn inflation are inflaming divisions among congressional Republicans over paying for the sweeping tax cuts Donald Trump promised, complicating the path to passage with the party’s already tenuous majority.
Advisers to President-elect Donald Trump are crafting a wide-ranging sanctions strategy to facilitate a Russia-Ukraine diplomatic accord in the coming months while at the same time squeezing Iran and Venezuela, people familiar with the matter said.
BlackRock Inc. is tapping into a fast-growing corner of the options-powered ETF world with an offering aimed at Wall Street investors bracing for the S&P 500 to tread water.
MicroStrategy Inc.’s Michael Saylor may soon have almost as many common shares at his disposal to help fund the company’s Bitcoin buying spree as market behemoths Amazon.com Inc. and Alphabet Inc. have outstanding.
First came the raid on a Mexico City shopping center known for selling Chinese-made clothing, toys and electronics
Microsoft Corp. has plowed tens of billions of dollars into artificial intelligence. With its stock struggling, the key question is how quickly those investments can prove to be successful.
Canada’s stock market — where returns have lagged the US for two straight years — might offer investors protection against a downturn in US stocks, a Toronto-based asset manager says.
Technical analysis is one of many tools we use to manage clients' wealth. While inconsistent, as with every forecasting model, it is the best means for quantifying investors' collective behaviors. Simply put, historical price and volume data provide a critical context for price levels likely to motivate buyers and sellers.
In response to the 2008 stock market and real estate crash, the Federal Reserve stimulated the economy by reducing interest rates to (almost) zero under its zero interest-rate policy (ZIRP). It “printed money” that amazingly did not bring serious inflation, yet.
There will be more humanoid robots than people by 2040, Elon Musk recently bragged.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind.
U.S. Treasury yields have increased notably since September, particularly at the long end of the curve, with the 10-year yield up over 100 basis points from its recent lows. We unpack the drivers behind this big move in rates and our outlook for bonds going forward.
Something unusual came down the chimney late last year. During the holidays and the preceding weeks, there were a slew of splits among US ETFs – the most in the past four years, according to Wall Street Horizon’s data.
As we step into 2025, it’s time to revisit our expectations for the markets and provide an updated perspective for investors.
The Social Security Fairness Act is expected to enhance benefits for many starting in 2024. Our Bill Cass explains the significance of the new law.
Reflecting ongoing uncertainty around inflation and the trajectory of monetary policy, yield volatility posed challenges in 2024. Yet it also highlighted the importance of tax-efficient strategies like loss harvesting in fixed income portfolios.
The Northern Trust Economics team shares an outlook for U.S. growth, inflation, employment and interest rates.
While stocks can move higher, the bond market will continue to matter. Higher rates suggest that equity leadership may continue to reside in companies that are relatively rate insensitive.
Natural disasters test—but don’t break—municipalities’ resilience.
Despite challenges, the U.S. market saw strong returns in 2024 with a "soft landing" for the economy, leading to key questions and emerging themes for investors in 2025.
For this edition of Bull vs. Bear, the VettaFi writers debate the case for using sector ETFs to make bets on the new market regime.
Earlier this week we posted an update on the median household income for the 50 states and DC which includes annual data from 1984 to 2023. Let's now look at the actual purchasing power of those median incomes. For this adjustment, we're using the "C2ER Cost of Living Index" produced by C2ER, the Council for Community and Economic Research.
Friday’s rip-roaring jobs report has pushed the betting markets to price in a single rate cut for the entire year of 2025.
Whether you’re speaking with Europe’s largest money manager, Australia’s giant pension funds, or a cash-rich insurer in Japan, there’s a resounding message you’ll hear when it comes to US Treasuries: They are still hard to beat.
For all of Wall Street’s excitement about Donald Trump’s growth agenda, the biggest banks are ending the Biden years on a high note.
Wall Street breathed a sigh of relief after a surprise slowdown in inflation spurred a stock rally and a plunge in bond yields, reinforcing bets the Federal Reserve is on track to keep cutting rates this year.
The latest updates on the labor market and consumer prices show President-elect Donald Trump inherits an economy where inflation is poised to return to the Federal Reserve’s target later this year.
BlackRock Inc. attracted an annual record of $641 billion in client cash, underlining the firm’s global reach across public and, increasingly, private assets as it integrates multibillion-dollar acquisitions and reshapes its leadership.
Amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Donald Trump and Republicans support sweeping changes that could affect the economy, markets and investors. But narrow margins in Congress could complicate that agenda.
No country wants external developments to drive up its borrowing costs and weaken its currency, which is what the UK is facing today, together with serious cyclical and structural challenges. But if the British government responds appropriately, recent market volatility might turn out to have a silver lining.
Use this guide to transform our 2024 Retirement Insights into action in 2025, focusing on areas of plan design, tax credits and participant engagement. Our Mike Dullaghan shares the highlights.
Although we are loath to make predictions, conditions appear to be favorable for fixed income in the coming year, and we think investors should consider adjusting their allocations accordingly.
Outsourced trading is a growing trend among asset managers, with recent headlines illustrating how firms are reassessing their approach to how trading fits in their broader strategic plans.
The US housing market faces a delicate balancing act in 2025, influenced by effects of the pandemic and persistently high mortgage rates.
The threat of tariffs is ramping up ahead of the inauguration of President-elect Donald Trump. This is pushing up silver and copper prices.
