As we move through the final peak week of earnings season, the blended growth rate for S&P 500 has now moved into the double digits, hitting 11.8% with 90% companies reporting.
Income diversification is necessary considering that rate cuts could be ahead. One area that could help bridge the gap — private credit.
We have been pleasantly surprised by how well stocks have handled the sharp increase in tariffs. Since the market low from the early April tariff scare, the S&P 500 Index has gained more than 28%.
It’s always fun to return to classic novels for summer reading and accordingly, this year’s Charts for the Beach returns to the time-honored basics of the economy and of investing.
For the second straight month, consumer borrowing was weak, indicating Americans might be close to their credit limits.
While the One Big Beautiful Bill Act (OBBBA) has something for each constituency in President Trump’s political coalition, we think it could be a squandered opportunity to alter the unsustainable trajectory of federal debt.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
The first step toward offering participants lifetime income is to address misperceptions.
The summer months and October are known being tough on stocks, but seasonal trends don’t always repeat. Even when they do, it’s not necessarily a call for long-term investors to move away from equities. This year could be an example of a good time to remain invested during the summer doldrums.
The ETF landscape continues to grow and change, and this time, it’s Neuberger Berman adding to the space.
Sam Rines explains why it's time to find out what really drives returns in a shifting macro environment.
A surprise 39% tariff threat on Swiss gold imports sent shockwaves through the gold market. Gold prices remained relatively stable, but spreads exploded.
July U.S. ETFs saw gains in both flows and AUM as well as another elevated round of launches. In the tidal wave of funds coming to market, a few ETF strategies stand out for their innovation or for notable opportunities they provide.
Financial advice often focuses on boosting personal savings rates and maximizing return on investment during a worker’s accumulation years. Equally important, however, is the decumulation process, when people spend those savings in the form of income.
Chuck Carnevale, co-founder of FAST Graphs (“Mr. Valuation”), reviews six regional banks that are all Dividend Champions—companies that have raised their dividends for at least 25 consecutive years.
The meme stock movement is again dominated by speculative retail trading driven by online forums, social media hype, and short-term momentum.
The first full week of August offered a concise lesson in how quickly the policy calculus can shift when both politics and data align. Equity markets wobbled after reports that Governor Christopher Waller, not Kevin Warsh, is now the front runner for the next Fed chair.
Currently, spreads in most credit markets are at or close to historically tight levels, meaning that investors are locking in significantly lower levels of compensation than they have, on average, over the past several decades.
A cooler labor market was long in the making.
A couple of caveats before exploring the potentially positive signals being thrown off by bitcoin miners. First, August is historically the worst month in terms of bitcoin performance. The largest digital currency has only notched three positive monthly showings in this month over its lifetime.
You’ve probably seen versions of these headlines this summer. They’re all designed to grab your attention by sounding the alarm, then close with a hand-wringing quote from someone who probably missed the last bull run.
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
At the last meeting two weeks ago, Chairman Jerome Powell got the Federal Reserve to stand pat on interest rates, but not without a struggle.
The IPO floodgates have swung open for breakthrough AI and crypto companies ready to shake up the market
If investors are mining for opportunities, the Sprott Gold Miners ETF (SGDM) should be on their list. The ETF is up over 70% this year. That confirms the momentum for the yellow metal has yet to wane and the latent upside by miners could be in its early stages.
There are hints that at least a few within the federal government are toying with the idea of revaluing U.S. gold reserves.
Trade deals demonstrate that tariffs are here to stay.
The U.S. economy is slowing down but don't expect a hard landing.
Despite ongoing tariff uncertainties and hawkish post FOMC meeting commentary towards the end of the month, US equities extended their rally into July amid resilient Q2 earnings, progress on trade negotiations, and improving consumer sentiment.
During a season when investor activity is typically in its summer doldrums, these two industry exchange-traded funds (ETFs) were hotter than July — the iShares U.S. Home Construction ETF (ITB) and the SPDR S&P Global Natural Resources ETF (GNR).
Almost everything we think we know about the economy comes from initially flawed data. Jobs data, inflation data, spending data, production data, all of it is imperfect. There is no certainty in this business. But that doesn’t make the data useless.
I understand the concerns about rising debt levels. However, the problem of rising debt levels for the U.S. is NOT a default but a continued degradation of economic growth. Let’s start this discussion with a basic fact—without continued increases in debt, there would be very little to no economic growth.
2025 has been historically turbulent for the dollar, with declines of a magnitude last observed during the global financial crisis
Most economists, including us, were wrong about the ‘ensuing’ recession back in 2022 and 2023 as the US Federal Reserve (Fed) increased interest rates to fight higher inflation.
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.
Gold inflows into ETFs through the first half of 2025 hit levels not seen since the pandemic, and that trend continued through July.
The U.S. Dollar Index (DXY) has rebounded over the last month following its worst first half since its inception in 1973.
The Fed confronts a dilemma as hiring slows while inflation heats up.
Nvidia has been the star of the market over the past few years — a powerhouse that has reshaped artificial intelligence, gaming, and high-performance computing.
In the tidal wave of funds coming to market, a few ETF strategies stand out for their innovation or for notable opportunities they provide.
The likelihood of recession has declined during our three-year forecast period, as such we increased equity exposure.
This article breaks down the five main reasons financial advisors overwhelmingly prefer using crypto exchange-traded funds (ETFs) rather than recommending direct purchases of Bitcoin, Ethereum, or other tokens.
Today, let’s take a look at a company sitting at the center of all these technologies. It’s a great example of the outsized potential and the volatility that often come with investing in companies on the edge of big breakthroughs.
The ICE BofA Fixed Rate Preferred Index returned 1.45% in July, bringing YTD gains to 2.47%. The $25 par ICE BofA Core Plus Fixed Rate Preferred Securities Index rebounded with a 2.77% return, while ETF inflows exceeded $150 million.
Foreign equities investing is hot this year, and it’s clear to see why. U.S. equities face myriad challenges calling for diversification abroad.
ETF providers have been quick to launch a bevy of new active funds at a quickened pace given the current trend. The same can be said for fixed income allocation.
The United States has been on a remarkable run: exceptional growth and innovation, multiple structural advantages, and the financial market dominance to match.
As the Federal Reserve (Fed) conducts its quinquennial review of monetary policy, it must recognize the severe shortcomings of its current policy framework.
Bear markets are part of a normal market cycle. Understanding their basics and history can help investors make strategic investment decisions when bear markets occur.
What if you could capture the potential gains of the S&P 500, but limit your losses if the market goes down? Or earn above-market income given the right stock market conditions?
