When we started gathering the economic and financial metrics we so often include in these letters, we found that for the second quarter in a row little had changed.
In January, our emerging markets (EM) debt outlook called for steady growth, manageable inflation, and resilience in the face of geopolitical noise.
The big banks kicked off earnings season last week when they reported results for the second quarter.
In this article, Russ Koesterich discusses the recent movement in oil prices and the commodity’s relationship to stocks within the broader economy
Mounting national debt and tightening financing conditions are pushing the US Treasury to rethink traditional funding strategies, and stablecoins have emerged as an unexpected contender.
As the market marches to new highs, just two months after a violent 20% selloff in equities, we ask ourselves how the narrative has shifted so quickly.
In the equities landscape, few stocks are as tethered to bitcoin’s price action as are cryptocurrency miners. Just look at the CoinShares Valkyrie Bitcoin Miners ETF (WGMI C).
The record rally in equities churns on, with the latest batch of strong bank results helping fuel the market’s forward momentum.
Now that we're more than halfway through 2025, let's take a look at the top 10 most-read charts so far for the year.
Second quarter earnings from the big six US banks surprised to the upside, revealing a resilient core: strong trading results, stable credit quality, and a late quarter rebound in investment banking activity.
For investors, 2025 has not gotten off to the start that many had envisioned. Many will assume that I’m referring to political turmoil relating to tariffs or spending cuts by the Department of Government Efficiency (DOGE) and the corresponding market spillover.
There are times you can’t get someone to see something that might actually be in their own best interest. All you can do is share your viewpoint.
In this week’s episode of the “ETF of the Week” podcast, VettaFi Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to discuss the BNY Mellon Dynamic Value ETF (BKDV).
This video examines the top 10 most-read charts for the first half of the year. From market updates and valuations to consumer attitudes and gas prices, these charts have provided crucial insights into the economic landscape that has shaped the first six months of 2025.
Native capture isn’t about bells and whistles — quite the opposite. It’s about authentically recreating the conversation that has taken place, ensuring accuracy, auditability, and trust.
The record-breaking rally in US equities continued on Wednesday as President Donald Trump reached a trade deal with Japan and investors geared up for the first round of big tech earnings later today.
Crypto does have a future — as a speculative asset that enhances risk for gamblers, the paranoid, and less sophisticated investors, all the while diverting capital from more productive uses.
In news of the future, Google is buying a boatload of fusion energy. The only problem is that its supplier lacks a power plant, has produced no energy to date, and may never do so on commercially viable terms.
“The size, scale and scope of JPMorgan Chase also offer huge advantages,” Jamie Dimon wrote in a letter to shareholders — his first as chief executive officer at the end of 2005.
The market's rebound from the April lows has had a speculative, risky leadership profile—but broader participation suggests the bull can keep running for now.
By rooting your practice locally, you can build deeper relationships, provide more contextually relevant advice, and grow your business through word-of-mouth and trust — two things no digital marketing funnel can replicate.
Cathie Wood snapped up shares of Tom Lee’s BitMine Immersion Technologies Inc., a US-listed Bitcoin miner that recently pivoted to pursue a treasury strategy tied to Ether, the world’s second-largest cryptocurrency.
Jack Dorsey’s Block Inc. joins the coveted S&P 500 on Wednesday, a symbolic milestone that puts the digital finance firm — pursuing everything from mobile banking to Bitcoin mining — under Wall Street’s spotlight.
Jérémy Le Bescont, editorial manager at CoinShares, recently sat down with Eric Balchunas, senior ETF analyst at Bloomberg to discuss the intersection of crypto and ETFs.
The new “Trump Account” provision in the “One Big Beautiful Bill” is being promoted as a game-changing way to help American families.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
In a series of blogs, our experts look back on an exceptionally volatile first half, then offer their insights on what we might expect to see for the balance of the year. Let’s start with a high-level overview.
Last week, we covered my concerns about AI’s impact on jobs. This week, we’ll take a look at its impact on energy demand and who pays for that energy.
Despite continued economic resilience, the political storm brewing between President Trump and Federal Reserve Chair Powell has taken center stage.
We’re not surprised by the macro and market resilience, but it’s too soon to say we’re out of the woods, especially as the impact of uneven fiscal policy comes into sharper focus. Opportunities are out there, but context and discipline are critical.
Local currency rates and FX screen very attractive, while hard currency credit is neutral.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation analyzes Molson Coors Beverage Company (TAP) using the FAST Graphs tool.
Trade tensions spread to the copper and pharmaceutical markets.
The AI revolution is here. And for financial advisors, it's important to know AI is impacting the career paths of clients and their children.
Join the experts at JLens for an educational deep dive into Israel assets classes and market realities.
Matt Bartolini, Head of Americas ETF Research at State Street Global Advisors, shares insights on recent market trends through the lens of key SPDR ETFs and highlights new launches, including the SPDR SSGA IG Public & Private Credit ETF (PRIV). Roxanna Islam, Head of Sector & Industry Research at VettaFi, provides the latest updates from the world of crypto ETFs, covering fund flows, recent launches, and the status of SEC filings.
Vanguard's Investment Strategy Group explores the emotional and time-saving benefits that investors can derive from professional financial advice. In general, advised clients report getting emotional value as well as spending less time thinking about and dealing with their finances.
Phantom income refers to tax liabilities that arise from investment gains allocated to an investor but never received in cash. It is a recurring challenge for ultra-high-net-worth families.
PR’s unique strategic contribution starts with direct access to company leadership. With an intimate knowledge of the business’ vision, the PR team can propose communications strategies tied to the core business objectives.
After it emerged from the rubble of Lehman Brothers, Trilantic Capital Partners exemplified the success of private equity’s vast middle market for more than a decade.
A year ago, Andrew Lo asked ChatGPT for its opinion on Moderna Inc., a biotech stock that soared during the pandemic era. The advice: sell. He didn’t. The stock plunged.
A relentless wave of optimism is sweeping the nearly $4 trillion crypto market, driven by a frenzy of Washington policy moves accelerating its assimilation into regulated finance.
One of the most totemic deals in the consumer goods industry could soon be unwound – the 2015 combination of HJ Heinz Co. and Kraft Foods Group Inc.
PNC Financial Services Group Inc. formed a partnership with crypto exchange Coinbase Global Inc. to offer its banking customers access to digital-currency services.
The Invesco QQQ ETF (QQQ) is one of the oldest and is the fifth-largest ETF. Pending shareholder approval, the $350 billion fund is about to get cheaper and modernize.
By following a structured prompting workflow, wealth managers can maximize the potential of AI and reduce operational inefficiencies.
With our most reliable stock market valuation measures at the highest extremes in U.S. history, it’s useful for investors to remember that a market crash is nothing but risk-aversion meeting a market that is not priced to tolerate risk.
Ignoring U.S. healthcare problems won't make them go away.
We continue to maintain a Marketperform rating on all sectors, a position we adopted in April after the White House unveiled a policy of steep but fluctuating global tariffs.
As we move into the second half of 2025, it is an opportune moment to reassess our market outlook and provide updated insights for investors.
