AI and AI investing have been the big story this year in the stock market, responsible for a major part of overall market growth. While many investors entered 2025 heavily exposed to tech already, that hasn’t stopped markets from identifying other opportunities created...
The 10-year note crossed below 4.00% for the first time in over a year this week while the 2-year note hit its lowest level since September 2022. The yield on the 10-year note ended October 17, 2025 at 4.02% while the 2-year note...
As emerging markets continue their fiscal dominance over their developed market counterparts, EM bonds are increasingly reaping the benefits.
The global balance has quietly inverted. Before 1998, emerging markets (EM) ran chronic external deficits and were the epicenter of 1990s crises. After 1998, developed...
Strong September – The S&P 500 posted the best September results in 15 years, with a 3.7% gain in September 2025 (source: Y Charts).
Spending Surge – Adobe is projecting a 5.3% increase in holiday spending during the 2025 season, with Cyber Monday expected to be...
The S&P 500 started the week strong, posting its largest daily gain in over four months on Monday. The index then see-sawed through the rest of the week, ultimately finishing up 1.7% from last Friday. Here is a snapshot of the index from the...
With $1.01 trillion of net inflows for the year, ETFs are sure to break the 2024 record of $1.1 trillion, likely in November. However, with $325 billion of new money as of October 15, fixed income ETFs have already hit a new milestone...