Equities

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Schwab tightens tax-aware long-short account rules yet again, extending custodian retreat from strategy
EQUITIES SEP 03, 2026
Schwab tightens tax-aware long-short account rules yet again, extending custodian retreat from strategy

The new $10 million minimum marks Schwab's third tightening this year, following Fidelity's earlier pause on new long-short SMA enrollments.

By Leo Almazora
Why these Starbucks investors want the firm to split CEO and chair roles
EQUITIES AUG 31, 2026
Why these Starbucks investors want the firm to split CEO and chair roles

Shareholders group cites a 70% drop in board engagement and collapsed union talks as reasons to separate Brian Niccol's dual role.

By Steve Randall
No Fed relief at Jackson Hole: Warsh keeps rate-hike door open
EQUITIES AUG 28, 2026
No Fed relief at Jackson Hole: Warsh keeps rate-hike door open

In his first Jackson Hole address as Fed Chair, Kevin Warsh pushed back on hopes for easing — and markets now put the odds of a September hike above 55%

By James Rogers
PCE comes in hot days before Warsh's Jackson Hole test
EQUITIES AUG 26, 2026
PCE comes in hot days before Warsh's Jackson Hole test

Inflation held stubbornly above target just as the Fed chair prepares to signal his next move — a combination that has advisors bracing for volatility.

By James Rogers
The AI trade and the Fed meet this week — Here's what advisors need to know
EQUITIES AUG 24, 2026
The AI trade and the Fed meet this week — Here's what advisors need to know

This week's Nvidia earnings and the Jackson Hole speech aren't usually linked — but with Kevin Warsh sitting as Fed chair this year, they are.

By James Rogers
Both sides lick their wounds as US-Canada trade talks collapse
EQUITIES AUG 24, 2026
Both sides lick their wounds as US-Canada trade talks collapse

With tariffs ahead for US exports into Canada, experts believe the failure of a new agreement will hit US firms and last beyond the Trump era.

By Steve Randall
Franklin Templeton sees S&P 500 as high as 7,800, beating consensus
EQUITIES AUG 21, 2026
Franklin Templeton sees S&P 500 as high as 7,800, beating consensus

Firm’s survey suggests above-consensus US growth and a strong year-end for leading equities index.

By Steve Randall
Fed minutes reveal appetite for rate hikes as inflation lingers
EQUITIES AUG 19, 2026
Fed minutes reveal appetite for rate hikes as inflation lingers

With Fed Chair Kevin Warsh opting to drop forward guidance, FOMC meeting minutes are coming under increasing scrutiny.

By James Rogers
Is the AI stock boom heading for a dot-com reckoning?
EQUITIES AUG 17, 2026
Is the AI stock boom heading for a dot-com reckoning?

New research says AI-driven valuations carry serious correction risk, with or without a speculative bubble driving markets higher.

By Steve Randall
Franklin Templeton stays bullish on equities as earnings growth tops 20%
EQUITIES AUG 17, 2026
Franklin Templeton stays bullish on equities as earnings growth tops 20%

Strong corporate fundamentals and an AI-driven portfolio tilt underpin the asset manager's August 2026 outlook.

By Steve Randall
Why the chill has lifted on Netflix for Ackman and others
EQUITIES AUG 14, 2026
Why the chill has lifted on Netflix for Ackman and others

Bill Ackman's return to a stock that once cost him $400 million suggests that Wall Street is warming back up to the world's largest streaming platform.

By Steve Randall
S&P 500 CEO pay hits record $22.8 million as Musk sets new bar
EQUITIES AUG 13, 2026
S&P 500 CEO pay hits record $22.8 million as Musk sets new bar

Average chief executive compensation climbed 21% last year, and Elon Musk's trillion-dollar Tesla package is reshaping how boards approach executive pay.

By Leo Almazora
What flat PPI numbers tell advisors about the Fed's next move
EQUITIES AUG 13, 2026
What flat PPI numbers tell advisors about the Fed's next move

“The July CPI and PPI reports collectively keep a narrow path open for the Fed to hold rates steady at the next decision in September,” said Bill Adams, chief U.S. economist at Fifth Third Commercial Bank.

By James Rogers
Advisors eye rate odds as July CPI likely keeps Fed on hold — for now
EQUITIES AUG 12, 2026
Advisors eye rate odds as July CPI likely keeps Fed on hold — for now

The latest CPI data comes hot on the heels of Friday’s weak jobs report.

By James Rogers
Equity markets facing increased volatility but resilience is key
EQUITIES AUG 11, 2026
Equity markets facing increased volatility but resilience is key

FTSE Russell's August outlook warns of higher rate volatility under Warsh while finding resilience beyond AI mega-caps.

By Steve Randall
Wednesday's CPI report could reshape the Fed's rate path — here's what advisors should watch
EQUITIES AUG 10, 2026
Wednesday's CPI report could reshape the Fed's rate path — here's what advisors should watch

“Could the data push the FOMC to delay the rate hike to December? Yes, it could,” wrote Thierry Wizman, global FX & rates strategist at Macquarie Group.

By James Rogers
Weak jobs report likely keeps the Fed on hold — but next week's CPI could change that
EQUITIES AUG 07, 2026
Weak jobs report likely keeps the Fed on hold — but next week's CPI could change that

“The July payroll release disappointed across the board reversing the trend of this year’s positive labor market momentum,” said Jeff Schulze of ClearBridge Investments

By James Rogers
24-hour trading is coming – is your advisory practice ready?
EQUITIES AUG 07, 2026
24-hour trading is coming – is your advisory practice ready?

ViewTrade's James St. Clair says overnight markets are maturing fast, and advisors who ignore them risk leaving clients behind.

By Steve Randall
SpaceX stock tumbles as earnings reveal 'enormous price of growth': This is what advisors need to know
EQUITIES AUG 05, 2026
SpaceX stock tumbles as earnings reveal 'enormous price of growth': This is what advisors need to know

SpaceX shares ended Wednesday's session down more than 13%.

By James Rogers
Schwab clients turn bullish on US stocks as confidence surges in Q3
EQUITIES AUG 05, 2026
Schwab clients turn bullish on US stocks as confidence surges in Q3

Sentiment survey shows investor bullishness nearly doubled from Q2, as traders grew more optimistic despite overvaluation concerns.

By Steve Randall