Equities

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US firms predict tariffs could halve their revenue over two years
EQUITIES MAY 23, 2025
US firms predict tariffs could halve their revenue over two years

HSBC survey is gloomy reminder of trade restriction impact.

By Bloomberg
OnlyFans eyed by US investment firm at $8B, reports Reuters
EQUITIES MAY 23, 2025
OnlyFans eyed by US investment firm at $8B, reports Reuters

Adult content platform is trying to diversify into the mainstream.

By Bloomberg
International trade will never be the same again, says ECB
EQUITIES MAY 23, 2025
International trade will never be the same again, says ECB

Central bank president expects ongoing negotiations.

By Bloomberg
Trump's 'big beautiful' tax bill squeaks past House
EQUITIES MAY 22, 2025
Trump's 'big beautiful' tax bill squeaks past House

After an extended impasse with an infighting GOP, the president's signature legislation heads to the Senate with late changes to SALT and relief for overtime pay.

By Bloomberg
UnitedHealth's stock plunge raises broader questions on 'buy' calls
EQUITIES MAY 21, 2025
UnitedHealth's stock plunge raises broader questions on 'buy' calls

Just one analyst labeled the healthcare industry bellwether a "sell," going against the grain set by 97% of strategists covering the space.

By Bloomberg
S&P 500 slumps as Moody's US downgrade sinks in
EQUITIES MAY 19, 2025
S&P 500 slumps as Moody's US downgrade sinks in

A Friday evening markdown by the Big Four credit rating agency is compounding risks from tariff threats and long-simmering fiscal issues.

By Bloomberg
Investors remain bearish about the US stock market, Schwab reveals
EQUITIES MAY 16, 2025
Investors remain bearish about the US stock market, Schwab reveals

Sentiment remains under pressure as trade, recession concerns endure.

By Steve Randall
Luxury brands are suffering but high-net-worth clients still spending, advisors say
EQUITIES MAY 15, 2025
Luxury brands are suffering but high-net-worth clients still spending, advisors say

First quarter earnings from LVMH, Burberry and other posh brands were down, but advisors don't see their HNW clients changing their spending or investing habits.

By Gregg Greenberg
Why the 60/40 portfolio is losing ground
EQUITIES MAY 14, 2025
Why the 60/40 portfolio is losing ground

Advisor explains why his firm has leaned into specialization, offering exposure to sectors like aircraft leasing, shipping, music royalties, litigation finance, and even Mississippi barges.

By Chris Davis
Stock rally rolls on as easing consumer prices lift optimism
EQUITIES MAY 13, 2025
Stock rally rolls on as easing consumer prices lift optimism

A smaller-than-expected inflation print for April was welcome news for investors bracing for tariff impacts.

By Bloomberg
Fidelity glitches lock users out of US-China tariff relief rally
EQUITIES MAY 12, 2025
Fidelity glitches lock users out of US-China tariff relief rally

Brokerage customers frustrated as login problems coincide with bullish surges in the S&P 500 and the Nasdaq.

By Leo Almazora
Fixed income, alternative investments were powerful combo in Q1
EQUITIES MAY 07, 2025
Fixed income, alternative investments were powerful combo in Q1

Large US institutional funds fared better with a lower allocation to equities.

By Steve Randall
Can ETF issuers mimic Buffett's investing magic?
EQUITIES MAY 07, 2025
Can ETF issuers mimic Buffett's investing magic?

As Berkshire Hathaway remains a top-performing financial stock, ETFs that offer a similar value style could appeal to investors, according to CFRA.

By Leo Almazora
Netflix investors unfazed by new movie tariff threat
EQUITIES MAY 07, 2025
Netflix investors unfazed by new movie tariff threat

The streaming giant's bulletproof status against Trump's trade war got hit with a Sunday social media punch, but strategists still have faith.

By Bloomberg
Wealth managers not worried by lack of corporate guidance
EQUITIES MAY 06, 2025
Wealth managers not worried by lack of corporate guidance

Advisors are nonplussed over the growing number of companies suspending earnings guidance due to tariff uncertainty.

By Gregg Greenberg
As turmoil mounts, Corporate America plots historic buyback spree
EQUITIES MAY 06, 2025
As turmoil mounts, Corporate America plots historic buyback spree

Data show the second-biggest wave of buyback announcements in 40 years, marking a sharp turnaround from companies' muted activity in March.

By Bloomberg
Wall Street's biggest bull stands pat on S&P 7,000 call
EQUITIES MAY 05, 2025
Wall Street's biggest bull stands pat on S&P 7,000 call

The holdout optimist from Wells Fargo sees market "past peak uncertainty" as trade war fears push many cheerleaders to pare back their predictions.

By Bloomberg
US futures lower but global markets rise amid renewed hopes of Trump deals
EQUITIES MAY 05, 2025
US futures lower but global markets rise amid renewed hopes of Trump deals

But foreign movies are now deemed a ‘national security risk’

By Steve Randall
Stocks continue historic winning streak as trade hopes, jobs data drive rebound
EQUITIES MAY 02, 2025
Stocks continue historic winning streak as trade hopes, jobs data drive rebound

The S&P 500's longest rally in more than 20 years came amid evidence of labor market resilience in the immediate wake of April's Liberation Day tariffs.

By Bloomberg
Berkshire Hathaway a 'safe haven' in a messy market, advisors say
EQUITIES MAY 01, 2025
Berkshire Hathaway a 'safe haven' in a messy market, advisors say

Warren Buffett's firm is not only beating the market this year, it's providing a refuge for anguished advisors.

By Gregg Greenberg