First, the market is rallying on news that the targeted tariffs that Trump is planning to introduce on April 2 may be more limited than initially feared. Let’s hope that is the case.

Despite recent pullbacks, history shows that periods of market fear often present opportunities, as seen with Amazon, Apple and Nvidia in past downturns.

For the second 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%.

In the understatement of 2025 thus far, the headlines emanating from Washington, D.C., have been fast and furious. Whether they be tariff-related, involving federal government cuts or geopolitical in nature, there has been a headline for many facets that investors could think of.

This morning’s retail sales report is a bit of relief. The economy, as of the end February, is not in free fall as the control group increase of 1.0% offset the same decline in January. Nevertheless, the underlying concerns that emerged over the last few days cannot be ignored.

One thing we have seen underscored in 2025 is that the bond market can change its mind very quickly, particularly as it relates to policy emanating from Washington, D.C. Following President Trump’s election win, the dominant theme in the U.S. Treasury (UST) arena was that his Administration’s policies would lead to higher budget deficits, increasing UST supply and, ultimately, higher rates for maturities like the 10-Year yield.

In today’s rapidly evolving financial landscape, advisors are expected to be more than just portfolio managers. Clients don’t just want investment recommendations—they seek a trusted partner who understands their financial needs, offers strategic guidance and provides peace of mind during turbulent times.

Global investment themes are shifting toward infrastructure, cybersecurity and energy expansion as demand outpaces supply in key sectors.

Last week brought another wave of volatility to the markets, with investors grappling with mixed economic signals, geopolitical developments, and ongoing trade policy uncertainty.

One month into President Donald Trump’s new term, financial markets are adjusting to a rapidly shifting economic and policy environment. Investors are watching closely as tariffs, interest rate expectations and regulatory changes take center stage.

While investors were fixated on inflation data Friday, the most significant surprise came from the advanced trade balance, which posted an unprecedented $37 billion deterioration

For more than half a century, Warren Buffett has penned annual letters that chronicled economic and market shifts while underscoring Berkshire Hathaway's steady philosophy yet ever-evolving outlooks. With Buffett's 2024 letter freshly published, we take this opportunity to contrast his latest views with the remarkable continuity of his investment philosophy.

The long-anticipated “infrastructure week” has finally arrived. This is a cornerstone of the administration’s agenda.

Senator Cynthia Lummis (R-WY) takes a pivotal role in shaping how America approaches cryptocurrency and blockchain technology.

Equities were continuing to grind higher until Friday’s selloff, as the market got caught up in weaker economic data and potential tariff changes, which could shake up earnings expectations and global trade flows.

Following the relatively solid January Employment Situation report, the market’s undivided attention, at least economic data-wise, then turned to the latest CPI reading. Indeed, with the jobs aspect of the Fed’s dual mandate clearly showing no urgency to cut rates further at this time, the question then turned to the inflation portion of the policy maker’s mission.

Private credit has been one of the most talked-about segments in fixed income markets over the last few years.

This week brought a mixed bag of economic data, yet markets continue to demonstrate impressive resilience.

The employment report was uniformly strong except for one component: the average hours worked per week fell to the lowest level since the pandemic, which may be weather related.

Faced with escalating labor expenses—from wages to benefits—businesses are rethinking traditional workforce expansion. Instead, they are investing in AI technologies that promise scalability, efficiency and unparalleled productivity.

There weren’t too many market observers who penciled in higher tariffs on Canada than on China, but that’s where things stood, at least for a few hours, before Trump struck a deal with Prime Minister Justin Trudeau yesterday.

The first month of 2025 is now in the rearview mirror, and investors recently experienced a fortnight (14 days) of headline-making activity, ranging from President Trump taking office, the January FOMC meeting, and of course, the developments surrounding the DeepSeek news.

What a week! Markets were rocked by a series of developments—from AI news that could reshape the tech sector, to the Fed’s policy stance, and the tariffs on Mexico, Canada, and China that could inject fresh uncertainty into global trade.

For the first time since the Fed began cutting rates at their September FOMC meeting, the voting members decided to keep rates unchanged to begin 2025.

Looking back to 2024, global equity markets remained resilient despite a challenging final few weeks. U.S. equities led both annually and quarterly, buoyed by robust corporate earnings, supportive fiscal policies and market optimism following the Republicans’ red sweep in November.

Despite continued underperformance in 2024, the biotech sector enters 2025 with a brighter outlook driven by groundbreaking innovations like mRNA cancer vaccines and CRISPR-based therapies.

Donald Trump’s second term as president came with a flurry of executive orders and his policies are rippling across the global markets.

As we kick off 2025, the landscape is rich with competing narratives and evolving dynamics.

When investors have been looking to allocate funds within the U.S. fixed income markets, credit has seemingly been viewed as being perhaps too “rich,” or expensive, in relative terms.

All of the attention when it comes to future Fed monetary policy decisions has been laser-focused on rate cuts. We would have to concur, and rightfully so. However, that doesn’t mean investors should take their eyes off the ball and not consider the Fed’s balance sheet.

This past week brought promising news for the markets and the broader economy. Inflation data came in at or below expectations, while economic indicators, including housing starts and retail sales, demonstrated surprising resilience.

In 2025, two titans of technology stand at the forefront of innovation: quantum computing and robotics. Each offers a vision of a future transformed, where the impossible becomes achievable and industries are redefined.

At CES 2025, Jensen Huang, CEO of NVIDIA, offered a compelling vision of AI’s future—one that combines bold technological advances with practical applications.

As we kick off 2025, the economic landscape showcased a strong economy and resilient job market even as higher interest rates weigh on market sentiment. This week’s data underscore the delicate interplay between inflation expectations, real growth, and the Federal Reserve’s policy stance.

As we enter 2025, there has been a lot of conjecture about a return to the 5% threshold.

While the market has largely moved past that year’s recession debate, it’s worth noting that the traditional definition that persisted for all our careers—two consecutive quarters of negative GDP growth—did occur in the first half of 2022.

The new year begins with economic resilience, but investors should brace for a challenging path in 2025. Key economic indicators are still “goldilocks” and signal continued growth at a sustainable pace.

Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share actionable growth insights for advisors.

The AI market has evolved significantly in the past two years, shifting from a heavy reliance on mega-cap and semiconductor dominance to a more diverse set of beneficiaries.

Last week’s market volatility was not surprising for readers of these commentaries, as I anticipated a jarring adjustment to readouts from the Fed Dot Plot that suggested less rate cuts in 2025.

For 2025, the financial markets will be entering a new chapter in the ever-evolving policy story. Indeed, not only will the U.S. economy be operating under a new political and attendant fiscal backdrop, but it will also be in the midst of a different monetary policy setting—rate cuts, not the after-effects of rate hikes.

As expected, the Fed delivered a 25-basis point rate cut at the December FOMC meeting, but what comes next is far from clear. Kevin Flanagan explains why future rate moves depend on shifting economic signals and why the Fed’s definition of “neutral” may be evolving.

Last week’s market narrative was defined by yet another extraordinary surge in tech stocks, inflation developments generally aligning with expectations, and anticipation of the upcoming Federal Reserve meeting.

Last week we processed robust economic data and growing clarity on Federal Reserve policy, instilling a consensus view for a strong market that is now well reflected in positioning.

A couple of weeks ago, we wrote about how the deficit had come back into focus for the U.S. financial markets.

The WisdomTree BioRevolution Fund (WDNA) is showing signs of recovery, reflecting renewed investor confidence in biotechnology innovation.

This week’s data and market momentum solidified the case for a resilient U.S. economy, defying concerns of an imminent slowdown. Initial jobless claims dropped to a five-month low, reinforcing the strength of the labor market, while GDP growth projections hover around an impressive 2.5%.

To judge by the action in some foreign markets, Donald Trump’s election is pricing in economic winter.

Last week showcased the complexities driving markets and the economy, with inflation data, Federal Reserve commentary, and political developments at the forefront. While inflation metrics in the CPI came in as expected, the PPI surprised on the higher side, pushing up estimates for the Fed's preferred PCE inflation gauge.

The macroeconomic overview presents ambiguity. In the face of U.S. elections, falling rates, and a host of trends that could shape the market, investors need to find a smart approach.