Short- and long-term interest rates are diverging Long-term interest rates are rising, while short-term rates remain stable. This is an unusual situation since interest rates
Three Trillion-Dollar IPOs Are Coming Three of the most anticipated public offerings in history are arriving nearly at once. SpaceX filed with the SEC in
A Volatile Time for Hard Assets Gold touched an all-time high near $5,600 per ounce on January 29 before suffering its worst single-day decline since
AI Capex and Portfolio Considerations AI-related capital expenditures contributed more to U.S. GDP growth in the first half of 2025 than consumer spending, a historic
Valuations remain at record highs The stock market reached new heights over the past three months, with major indices hitting all-time records despite ongoing economic
Tariffs roil markets and the economy The Trump administration’s action involving tariffs have resulted in much volatility in the markets. As of inauguration day, Wall
Recession avoided but uncertainty remains Many recession indicators have moderated over the past quarter. In November, The Conference Board’s Leading Economic Index increased for the
The Fed provides interest rate relief The U.S. economy is currently showing signs of resilience and stability. Inflation has moderated, approaching the Federal Reserve’s 2%
The usual suspects are driving this market higher The major stock market indices rose over the past quarter due mostly to only a handful of
After taming inflation, the Fed aims for a soft landing The market seems to have found a durable bottom in the fourth quarter of 2023.
