JPMorgan Chase & Co. is considering offering cryptocurrency trading to its institutional clients, as large banks around the world deepen their involvement in the asset class.
State Street Corp. seemed to perfectly time the private-markets wave, debuting a private credit exchange-traded fund in February months ahead of an executive order that aimed to push more investors into alternative assets.
Gold and silver soared to all-time highs, as escalating geopolitical tensions and bets on further US rate cuts added momentum to the best annual performance in more than four decades.
Approaching retirement often brings a mix of excitement and anxiety as decades of saving meet the reality of market volatility. This article explores the "Danger Zone"—the critical window surrounding your retirement date...
The S&P 500 is near all-time highs, leading some to question whether markets are in a bubble. A careful analysis of past bull markets suggests this is not the case.
QE is back! On December 10, the Federal Reserve announced its plan to purchase $40 billion in Treasury securities each month for at least four months. Through these purchases, bank reserves will increase, and recent liquidity concerns should lessen.
This year was a difficult one for Americans looking for work. Forecasters don’t see much improvement in their prospects coming in 2026.
Owners of Invesco Ltd.’s famed tech fund QQQ voted to convert the product into an open-ended structure, a move that could unlock hundreds of millions in annual revenue for the asset manager.
Traders who spent most of December wondering if the typical year-end “Santa Claus rally” was ever going to kick in may finally be getting what they’ve been waiting for.
Three years ago Mustafa Ismael launched Karcsham Co., a Kenya-based company that resells Starlink devices and manages subscriptions for thousands of customers across a dozen African and Latin American countries.
Gold and silver hovered near record highs, after slower-than-expected inflation in the US supported bets for more interest-rate cuts.
Treasuries gained across the curve as softer-than-forecast US inflation data led traders to step up bets that the Federal Reserve will cut interest-rate next year.
Gold traded near a record as investors assessed US inflation data that came in softer than expected. Platinum extended a breakneck rally that saw it surge close to $2,000 an ounce.
Tesla’s surging valuation reflects Wall Street’s immense faith in Elon Musk’s AI and robotics vision, even as the company’s core automotive fundamentals face significant pressure.
The crypto market is struggling to find its footing as Bitcoin’s most "diamond-handed" investors continue a massive exit, offloading billions in previously dormant tokens.
The latest bout of volatility in US equity markets highlights a risk that strategists at JPMorgan Chase & Co. have been warning about: “extreme crowding” in stocks that have rallied hard this year.
The slow integration of generative AI in financial services is largely driven by a fundamental tension between innovation and risk management. Despite the pressure to compete, executives remain wary of hallucinations that could jeopardize both assets and reputations.
I don’t recommend running away from things in most cases. As Kelly Clarkson sings in “Stronger (What Doesn’t Kill You)”, we want to get stronger by facing things we are afraid of. In most cases standing up to bullies or those people who ridicule you actually feels good.
What will really determine whether your firm has success using AI or any technology is whether employees and advisors trust the way these tools are explained, implemented, and managed.
Aspiring homebuyers should find the US housing market slightly more affordable in 2026, even without the benefit of lower mortgage rates.
European real estate companies have been buying back junior bonds like never before, seeking to get their balance sheets in order after a tumultuous few years.
Here’s a shocker — if you give businesses more time to respond to a survey, chances are you’ll get more data back in return.
US-listed biotechnology and pharmaceutical company share sales are staging a late-year revival, as mergers and acquisitions in the industry boost valuations and stoke additional demand.
Oracle Corp. shocked investors with the disclosure of $248 billion in future lease-payment commitments, primarily for AI data centers and cloud capacity, which are set to commence by its 2028 financial year but are not yet on its balance sheet.
As more retail investors gain access to private markets, advisors should be careful to communicate the risks, and not just the potential upside, of diving into these alternative investments.
As anxiety over an artificial-intelligence bubble reached a fever pitch in recent months, no Wall Street bank helped the industry power past the noise like Morgan Stanley.
Market participants said the longer-term outlook for the sector remains upbeat as power demand is too high to be met by Big Oil alone. And the rally this year is far from overdone, with the clean-energy stock gauge remaining about 73% below its 2007 peak.
Every time there’s a raging bull market in stocks, as there is now, people start worrying about too much leverage in the market, and for good reason. When investors chase stocks with borrowed money, bad things can happen.
The goal with perpetual, unsolvable problems is to move from gridlock to dialogue. You don’t have to agree. You do have to understand.
This data shows we’ve just experienced one of the biggest periods of financial turbulence in the last 20 years, but are we, as financial professionals, acting accordingly and showing our clients enough support?
One of the most important roles of a financial advisor is to help retired clients determine how much they can afford to spend each year. It might be a good idea for advisors to ascertain whether their client’s spending goals are actually consistent with a retirement paychecks approach.
Investors are gravitating to dollar bonds to ride the rally in emerging-markets, and have poured the most money in two years into a fund tracking the asset class.
Despite rapid growth, including significant trading volume increases, the company faces major challenges from competitors like Robinhood and Interactive Brokers, an ongoing association with gambling, and regulatory pushback regarding its classification as a financial-derivatives exchange.
It pays to know what financial storms — and especially their underlying meteorology — look like. This reviewer has not come across a volume that accomplishes this as well — and as entertainingly — as Andrew Ross Sorkin’s 1929: Inside the Greatest Crash in Wall Street History — and How It Shattered a Nation.
The flood of big money into the RIA space is a tribute to what the pioneers created. But it also represents a step backward. The new masters are profit-driven capitalists, not creative, client-focused entrepreneurs.
Clients with large, concentrated stock positions, often from vested Restricted Stock Units (RSUs), face undiversified risk and a huge potential tax bill. This article introduces two new, complex methods that defer capital gains.
While the Federal Reserve is expected to cut short-term interest rates next year, these reductions are predicted to have minimal effect on long-term rates, such as the 10-year Treasury yield.
China has figured out the US strategy for allowing it to buy Nvidia Corp.’s H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports.
A flare up in high-profile corporate buyouts is likely to spread into 2026, spurring demand for leveraged financing that could double by some estimates, according to debt managers.
Emerging market carry trades, a popular strategy that returned about 17% in 2025, are widely expected to continue yielding gains in 2026 due to persistent interest rate gaps and a weakening US dollar.
It’s been three years since OpenAI set off euphoria over artificial intelligence with the release of ChatGPT. And while the money is still pouring in, so are the doubts about whether the good times can last.
Imagine headlines flashing news of 20,000 jobs lost each month from US payrolls. Consumer and investor sentiment would crater and the pressure on the Federal Reserve to keep cutting interest rates would be intense.
Oracle's recent earnings report offered little comfort for those concerned about the cost of AI infrastructure, revealing unwelcome surprises like a $10 billion quarterly cash burn and significantly increased capital spending.
The Treasury Department is preparing to release a corporate tax workaround that would deliver large tax savings to companies including Salesforce Inc. and Qualcomm Inc.
Foreign corporate insiders would have to reveal when they buy or sell company stock under a provision included in the House-passed defense authorization bill, a move backers describe as closing a loophole that hurts US investors.
The dueling suitors for Warner Bros. Discovery Inc. have had a rough week. Will this rule out an auction? Don’t count on it.
Oil held near its lowest close in almost two months, as concerns about an oversupply offset bullishness in wider financial markets.
Silver jumped for a fourth day, as exchange-traded fund inflows, momentum-following and physical market tightness pushed the white metal toward its best year since 1979.
Walt Disney Co. agreed to invest $1 billion in OpenAI and license iconic characters like Mickey Mouse and Cinderella for use on the startup’s short-form, artificial intelligence video platform.
Gold wavered as traders mulled the Federal Reserve’s outlook for interest rates. Bullion gained as much as 0.5% in US trading before paring some gains, while Treasury yields and the dollar declined.