President Donald Trump made headlines when he fired Bureau of Labor Statistics Commissioner Erika McEntarfer after a particularly bad July jobs report, calling it rigged.
While inflation has come down from its peak, it has proven stubborn to get below the 3 percent mark.
Recessions in the United States have become less frequent over time.
President Donald Trump’s sweeping new tariffs officially took hold Thursday, as he barrels forward with his turbulent push to reshape global trade.
Developing-nation currencies pared gains on reports that Federal Reserve Governor Christopher Waller has emerged as a top Fed chair candidate, raising confidence over the independence of the institution and boosting the dollar.
With a week as jam-packed with economic data, earnings, and events as last week, it’s no surprise it ended with a bout of volatility.
Gold surged to a record high in April 2025 but has since entered a quiet phase, trading sideways.
Get ready each week with high-conviction insights that go beyond media headlines.
U.S. equities experienced a sharp sell-off in early April, hitting a low point on "Liberation Day" when higher-than-expected tariffs intensified recession and inflation concerns.
As July gave way to August, an eventful news week moved markets. Corporate earnings continued to surprise to the upside.
Friday’s employment report produced the greatest downward revision in jobs in over half a century (excluding COVID), This is my interpretation of the fallout:
U.S. equities may be soaring, but earnings growth is narrowing fast—driven almost entirely by AI mega-caps. Paul Vella of Journey Strategic Wealth breaks down why investor sentiment remains fragile beneath the surface, with weak labor data, sticky inflation, and policy ambiguity setting the stage for a volatile August.
Read through the major economic news from the week of July 28th-August 1st.
This video highlights the major economic news from the week of July 28th-August 1st.
Semiconductor stocks sent the emerging-market equity benchmark lower as US President Donald Trump’s threat to raise tariffs on the sector and an investigation into a theft of trade secrets at Taiwan Semiconductor Manufacturing Co. spooked investors. Developing currencies fluctuated.
As the turn of the calendar occurred on Friday, the bull streak for the market since the April lows ended. Such was not unexpected, and the correction has been a topic of discussion in our daily market commentary over the last two weeks.
Trend-following may struggle in range-bound markets, but it’s not the only macro approach.
Last week brought a wave of headlines for investors to digest – on both the macro and micro fronts.
A sharp shift in Fed expectations may trigger bond-market volatility while concerns about the economy may impact equities.
Some things change in markets and some don't. The dollar partially reversed its year-to-date decline in July, and US equities had their first moment in the sun relative to international peers thus far in 2025.
In this article, Russ Koesterich discusses resiliency in the tech sector and why he believes adding further to core positions in the space is justified.
US stocks hovered around their record highs on hopes of September interest-rate cuts and as strong corporate earnings drove the biggest technology shares higher.
For too long, British oil company BP Plc denied, obfuscated and played down its troubles. The market and the media, rather than the company, was the issue.
What's the outlook for private equity in the second half — and the retail investors potentially interested?
For years, US regional banks have operated under a paradox. Like all companies, they need growth to survive and want to do so predictably.
Efforts to reduce the central bank’s autonomy would likely disrupt markets.
The fixed income market exhibits traits that can lead to inefficiencies and mispricings, giving active managers the chance to use their expertise to potentially generate higher returns.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.
Stocks continued to rally in July, but complacency is creeping in. Below the surface, familiar concerns are returning: narrow leadership, policy uncertainty, and slowing inflation progress.
Gold doesn’t need a black swan to deliver. Explore how investors can use gold for portfolio balance, income generation, and long-term stability.
It certainly seems hyper-politicization has come to every piece of economic data. Last week’s data are poster children for this, and the overbroad interpretations of the data by investors, the general public, policymakers, and politicians sow confusion.
U.S. trade strategy is a top worry among economists.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation discusses Dividend Aristocrat Community Financial System Inc. (CBU) as a strong investment candidate for retired or income-focused investors. CBU is a Dividend Aristocrat that has increased its dividend for 32 consecutive years.
Over the past year, financial headlines continue to flood investors with doomsday predictions about the U.S. dollar. Whether it’s social media influencers waving “dollar collapse” charts or YouTube personalities warning about debasement, the noise has become deafening.
Strategic versus tactical asset allocation is an age-old debate in the world of asset managers, fiduciaries, and everyday investors alike.
Cutting to the chase… prepare to muddle through. I should point out that I felt that 2025 would be a Muddle Through year at the beginning of the year. We will talk about that below plus look at a lot of charts and yesterday’s rather poor employment data…
History confirms one thing — drawdowns do occur, instilling a level of market uncertainty of varying degrees.
A strong GDP rebound was quickly overshadowed by a weaker-than-expected jobs report and hotter-than-anticipated inflation.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
On July 4, President Trump signed into law the “One Big Beautiful Bill Act (OBBBA)”, a far-reaching piece of legislation that will impact the U.S. investment landscape for years to come.
Signs of market fatigue and elevated expectations suggest that caution may be warranted.
It happened quickly. One minute, the focus was on the furious nature of stocks’ rebound off the April 8 lows. The next minute you start hearing strategists, including ourselves, making references to 2021.
Investors in US Treasuries will scour employment data Friday for clearer evidence of a hiring slowdown that could open the door to the Federal Reserve cutting interest rates in September.
Four months after Donald Trump shocked the world and roiled markets by unveiling a placard full of tariff rates at the White House Rose Garden, his revisions unveiled Thursday generated a more subdued response among investors.
The nimbleness of corporate America is on full display this earnings season, with a little assist from fiscal policy.
We are entering a Golden Age of big business. Or, depending on how you look at it, a Dark Age for small business.
Federal Reserve officials leave short-term interest rates unchanged but appear to open the door for a potential rate cut later this year.
Emerging markets (EM) local currency debt posted strong returns in the second quarter, building on momentum from earlier in the year.
The US-Japan deal may mark a pivotal moment for global equity investors, according to Dina Ting, Head of Global Index Portfolio Management. Find out why.
For the fifth meeting in a row, the Federal Open Market Committee (FOMC) decided to keep rates unchanged, leaving the Fed Funds trading range at 4.25%–4.50%.
