Congressional Republicans delivered the much anticipated One Big, Beautiful Bill Act (OBBBA) to President Trump’s desk just in time for a symbolic July 4 signing.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
U.S. customs duties topped $100 billion for the first time ever in a single year this month. That number is even more remarkable when you consider that most of President Donald Trump’s new tariffs haven’t even taken full effect yet.
Every year the Per Jacobsson Foundation hosts and publishes a lecture on Monetary Policy. Back in 1979, Arthur Burns delivered the annual lecture in Belgrade, Yugoslavia (link). He titled the lecture “The Anguish of Central Banking” and he came clean about the Federal Reserve’s inflationary policies in the 1970s.
GMO has posted a new 7-Year asset class forecast as of June 30, 2025.
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
Baby boomers in TDFs should consider getting out and moving to safety. Stock investors should consider less expensive stock markets, and safer asset classes like TIPS and Treasury bills.
“Liberation Day” feels like a long time ago. Since President Donald Trump shocked markets with sky-high new tariff rates and a hasty U-turn, the S&P 500 Index has rebounded to all-time highs.
Nvidia Corp. traders keep getting reasons to buy the stock, but the breakneck rally is showing signs of overheating.
Every so often, activist investors swarm around underperforming companies in a certain industry and pressure them to change strategy. Right now, it’s biotech startups that are flush with cash but still years from successful drug approvals that are in the crosshairs.
US equities advanced on Monday as traders prepared for a busy week of earnings, with big names such as Tesla Inc. and Alphabet Inc. set to report.
What do one of the largest private-school operators in the UK, a Spanish waste management company and a European fast food franchise of Burger King have in common? Their private equity owners are readying sales that don’t need debt underwriters.
The recent relatively weak performance of the Magnificent Seven, in aggregate, may point to a new trend. Time will tell if the laggards in the Magnificent Seven are taking a well-needed break or if an actual change in leadership is coming.
We love Roth accounts - really, we do. As long as we don't have to pay too high an entrance fee. Which would be dumb.
Few are as candid and historically accurate as hedge fund manager Kyle Bass when identifying structural breaks in the global economy. In a recent interview, Bass painted a grim but telling picture of China’s economic condition, warning.
Unfortunately, the lush financial terrain we enjoyed from 2008 to 2022 was more like artificial turf. It wears out, gets ugly holes, and eventually needs replacement. But how to replace it without causing other problems? That turns out to be a real problem.
Investors enjoyed broad gains across major asset classes in the first half of this year, but they endured considerable market swings to earn those returns.
On this week’s edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman discussed key drivers behind the stock market rally.
Will he or won’t he? That’s the question on investors’ minds as tensions rise between President Trump and Fed Chair Jerome Powell.
While uncertainty gradually eased in the second quarter, the sustained decline in the US dollar and the ongoing changes in the geopolitical order indicate that markets may continue to be dynamic and offer opportunities for a variety of hedge fund strategies, as well as heightened risks.
Last week's economic data presented a picture of consumer resilience emerging alongside the continued challenge of rising inflation.
DWS, through its lineup of Xtrackers ETFs, has a 20-year history of delivering unique investment solutions featuring competitive expense ratios.
Tepid gains notched by the real estate sector are largely viewed as the result of tariff turbulence. But some market observers believe real estate investment trusts (REITs) could prove sturdy if trade tensions are renewed.
As if semiconductors didn’t need more momentum, the passage of “One Big Beautiful Bill” could keep investors dipping into chips. In turn, traders may want to watch a few leveraged products from Direxion.
The sweeping 900-page tax and spending law signed on July 4 introduces a wide array of provisions that touch nearly every American in one way or another.
As central banks scramble to increase their gold reserves, many are turning to domestic mine production to save money, support local industry, and expand their reserves.
Volatility often evokes emotional responses from investors. Two big sell-offs in early 2025 reminded us why it’s important to fight those responses and stay invested through downturns.
Current volatility and optimism are some of the topics being discussed in this new roundtable from Royce Investment Partners.
July didn’t need to reach the halfway point before bitcoin notched double-digit gains.
Bitcoin is not “appropriate” for long-term investors. Also, digital assets are more a speculation and less an investment.
It’s a quirk in the booming world of passive investing: Famed tech fund QQQ is the most profitable offering in the $11.7 trillion ETF industry, but Invesco Ltd. earns virtually nothing from running it. Now the asset manager is asking shareholders to change that.
Conventional wisdom has it that the rise of robotaxis is bad for Uber Technologies Inc. and oh so good for Tesla Inc.
In a rare public embrace of the once-shunned world of crypto, the heads of America’s largest banks made one thing clear this week: stablecoins are no longer at the fringe of finance.
If you’re a venture capitalist, you dream of backing the next billion-dollar startup to one day feast on the returns of a sale.
GE Aerospace just hit it out of the park on earnings.
When you have a significant underperformance period, investors have a good reason for wondering if you’ve lost your investing mojo.
As of June 2025, the relative valuation of the cheapest 50% of the U.S. stock market compared to the expensive half is at the 3rd percentile in our 40+ years of data.
Many advisors undercharge out of fear, but increasing fees to match your value strengthens client relationships and ensures you’re rewarded for the services you provide.
Last week, Nvidia—whose processors are a key driver of the AI wave—became the world’s first publicly traded company to hit $4 trillion in market value.
The second quarter featured a trade war, armed conflicts in the Middle East and Europe, and continued turmoil in Washington, yet markets continued to rally, likely due to an elevated money supply and an increase in passive investing.
Contrary to popular belief, investors can use TradFi best practices to analyze on-chain KPIs of DeFi networks and the underlying fundamentals of the tokens that drive them.
The capital markets have become an increasingly complex space for investors, complexities that are heightened by the sheer number of ways one can invest.
With inflation proving to be sticky, sovereign debt burdens escalating, and trust in institutions coming under scrutiny, investors are reassessing the role that hard assets play in protecting and preserving long-term purchasing power.
Not sure which to choose? Here are some things to consider about individual bonds vs. bond funds.
If owning a specific stock is keeping you up at night, then it’s time to sell.
Join the experts at Hull Tactical for an educational webcast exploring how active management can thrive in times of volatility.
As inflation concerns continue to influence 2025 market dynamics, investors seek equity-based strategies to provide rising-price protection.
Goldman reported record equity trading revenue in second-quarter earnings on Wednesday and trounced its peers with a rebound in investment banking revenue that was fueled by a 70% jump in deal-making fees versus the same period last year.
The sharp division between public and private securities was a major bulwark of financial regulation from the New Deal in the 1930s to the end of the 20th century.
The S&P 500 Index finished within striking distance of all-time highs after whipsawing on whether President Donald Trump will fire Federal Reserve Chair Jerome Powell.
