The GDP report for the first quarter of the year showed a very engaged business sector as it rushed to try to minimize, as much as possible, the future impact of higher tariffs.
While the S&P 500 index was almost unchanged in April, the dollar remained extremely weak, ending the month down over 4%.
April was a volatile and policy-sensitive month in the markets. Every week, my colleagues and I were joined by Professor Jeremy Siegel to discuss how macroeconomic data, Federal Reserve policy and the variety of tariff proposals from President Trump shaped sentiment and the investment landscape.
Inflation is caused by the growth of the money supply, and gold is a strong hedge because it rises alongside it.
Economic data can be soft or hard. “Soft” data reflects attitudes, expectations, opinions, and feelings. It’s a step removed from the “hard” data reflecting actual events. Soft data is still valuable because future expectations shape the hard data that follows.
For decades, U.S. Treasuries have been universally regarded as a benchmark and a safe haven asset during periods of turmoil.
At the end of April, U.S.-listed ETFs gathered approximately $360 billion of new money.
Amazon.com Inc. said it’s bracing for a tougher business climate in the coming months, echoing concerns from a range of companies that tariffs and related economic turmoil could crimp consumer spending.
The world’s biggest exchange-traded fund just got its biggest endorsement yet.
In this exclusive webinar, Daniela Rus, Director of MIT’s Computer Science and Artificial Intelligence Laboratory (CSAIL), will provide an expert perspective on the state of AI today—where the real innovations are happening and what the future holds.
Lightspeed Venture Partners, one of Silicon Valley’s largest venture capital firms, has changed its regulatory status to broaden its range of investments — following similar moves by Sequoia Capital, Andreessen Horowitz and General Catalyst as they shift away from the traditional VC playbook.
US job growth was robust in April and the unemployment rate held steady, suggesting uncertainty over President Donald Trump’s trade policy has yet to have a material impact on hiring plans.
US stock futures rose Friday, putting the S&P 500 Index on track to post the longest winning streak in more than 20 years after a government report showed buoyant hiring in April, providing evidence of resilience in an economy beset by trade pressures.
Apple Inc. received at least two downgrades on Friday, following quarterly results that reinforced concerns over tariffs and its growth potential.
University of Michigan Consumer Sentiment is a so-called "soft" report, not reflecting "hard" data like GDP or CPI. It moved markets recently, so how much attention should investors pay?
The markets today move at breakneck speed. In fact, if you’ve been watching your 401(k) the past month, you might have gotten whiplash.
Conventional wisdom is that investors should hold gold as an inflation hedge. Over the long term, this is a wise strategy.ok,
Uncertainty reigned through April and likely will continue to do so, at least in the near term. Markets have reacted, both negatively and positively, to every headline coming out of Washington.
In this article, Russ Koesterich discusses the ongoing uncertainty around tariffs and how investors can protect their portfolios against the potential for an environment of prolonged and heighted volatility.
A tense global trade war, policy uncertainty and other investor concerns in recent weeks have unleashed the sharpest market swings in years, with the CBOE Volatility Index (VIX) spiking to 52.3 on April 8.
Businesses may face challenges but there are also a number of tax-smart strategies that can help mitigate tax liability and enhance efficiency. Our Bill Cass discusses several tax-smart strategies to consider.
Like sailors lured by the Sirens' song, today’s investors risk being captivated by seductive narratives in the market. While diversification remains a time-tested strategy for building wealth, we examine the risks and returns investors are embracing today.
In the early years of the artificial intelligence (AI) race, performance benchmarks told a clear story: a handful of frontier models, developed by a few dominant labs, consistently outperformed the rest. In 2024, that changed.
Sustainable adjustments to trade imbalances require supportive monetary and fiscal policies – not just currency intervention.
Vanguard is well-known for making investing more accessible, affordable, and efficient for investors over the past 50 years.
In the latest ETF 360, VettaFi’s Kirsten Change interviewed THOR Funds founding principal and CIO Brad Roth. They discussed two index-based strategies calibrated to manage downside risk. Accordingly, downside protection and risk management are top of mind in today’s unusual market environment.
Join the experts at T. Rowe Price as they provide a sober analysis of the state of U.S. and international equities and discuss their active approach.
The US Federal Reserve is undertaking a major rethink of how it manages the world’s largest economy.
Morgan Stanley is working on a plan to add cryptocurrency trading to its E*Trade platform, in what would be the most significant move by a major US bank to help everyday customers buy into the asset class since the Trump administration began removing regulatory barriers.
The US economy’s contraction last quarter was something of a head fake, driven by a surge in imports as businesses tried to front-run tariffs.
Microsoft Corp. shares jumped after the company reported stronger-than-expected quarterly sales and profit growth, suggesting customer demand for cloud services has held steady despite a wave of tariffs and economic turbulence.
A spate of solid corporate earnings pushed US stocks higher in overnight trading, putting major indexes on track for an eighth straight advance and close to wiping out all of the losses suffered after Donald Trump’s major tariff announcement.
Famous gold skeptic Warren Buffett is right about the dangers of inflation when it comes to non-producing assets, but he’s never been a fan of gold. Monetary Metals has transformed gold into a productive asset by generating a yield on gold, paid in gold, proving Buffett wrong about gold and giving investors new ways to own this timeless asset.
SEI® (NASDAQ:SEIC) today announced that Summit Wealth Group, a fast-growing enterprise advisor practice, has selected SEI to support the firm’s vision and evolution for strategic growth.
The Covid-19 pandemic brought some big shifts in the US labor market. The biggest was the departure of millions of older workers, ending a decades-long rise in employment and labor-force participation rates for those 65 and older.
Even in normal times, managing an investment program is a challenging job. But when you add on tariffs and trade wars, it's bound to lead to some sleepless nights. Learn how an OCIO firm can provide relief.
Stable value funds can offer capital preservation and stable returns. Our Mike Dullaghan explains the key role of stable value in long-term retirement savings.
Many American consumers recently endured their first inflationary cycle, and recent trade headlines have elevated fears of a another bout with higher costs. While not impacted by tariffs, energy markets may play a critical role in driving the price level during the balance of this year.
With flexibility, humility and disciplined processes, equity investors can find a way forward.
A massive budget bill of tax and spending cuts, as well as a debt ceiling debate loom as Congress returns from its Easter recess.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
First, let’s check the market action. Fortunately for stocks, the public has come around to a thesis that the sky is not falling, though there are a ton of market viewers who remain decidedly skeptical that the worst is behind us.
The current level of tariffs of 145% on Chinese goods and 125% on US goods going into China amounts to a trade embargo between the two countries.
"This earnings season is critical". We've heard that line before, but this time we believe it really is.
Despite the recent rally, the correction continues. While wanting to “buy the dip” is tempting, there has been enough technical damage to warrant remaining cautious in the near term.
By familiarizing yourself with innovative FCF techniques, you can gain valuable insights that may help you navigate market shifts and unlock opportunities for potential long-term growth. Join the experts at Victory Capital for a robust exploration of FCF and learn how you can deploy it to potentially improve your portfolio.
After the U.S. imposed substantial tariffs on China, Beijing responded with tariffs of its own and with restrictions on exports of seven rare earth minerals. The latter action will be a particular hindrance to American manufacturers.
Margin debt is the amount of money an investor borrows from their broker via a margin account. Margin debt is often seen as a measure of investor sentiment and risk appetite. High levels of margin debt can signal confidence, but extreme spikes may also indicate excessive speculation, increasing the risk of market instability.
VettaFi Voices connection discuss where the money flowed since the tariff developments. They also reviewed recent award winners.
Operating as a one-person shop means you’ll wear many hats, but there are common pitfalls you can avoid — and marketing strategies that can help you make the most of your time and resources.
