Balance sheet risk and sticky inflation rewrite the rate-cut playbook for RIAs.
The spike in the latest PPI data was the largest 12-month increase since December 2022.
“Our corporations are in a great position and that feeds the economy,” said Lindsay Rosner, head of multi-sector investing at Goldman Sachs.
CPI, an important measure for inflation, increased 3.8% over the last 12 months.
Former Fed Governor Kevin Warsh has been nominated by President Donald Trump to succeed Jerome Powell as Fed Chair.
Oil market along with inflation concerns remain escalated as tension remains.
“The economy is so much better than what the doom crew has been saying," said Chris Zaccarelli, chief investment officer for Northlight Asset Management.
From the great recession to the housing bubble, the events of the global financial crisis will live long in the memory for anyone who experienced them firsthand.
“Wait till the splashdown of SpaceX in the public markets," said Adrian Helfert of Westwood Holdings Group.
Stocks mixed as investors weigh Middle East risks and unclear US rescue strategy.
The firm’s latest results reflect strong product-based business with limited exposure to AI investment.
Strong Magnificent 7 earnings growth hides heavy AI spending, volatile gains, and uneven cash flow trends.
As advisors field client demand for pre-IPO exposure to Elon Musk’s rocket company, some say the company is “priced to perfection,” while others warn its $15 billion in revenue does not justify a $2 trillion valuation.
Investors eye AI spending returns and Powell’s final meeting outcome this week.
Larger companies lead in AI ROI as firms shift spending to scalable digital strategies
Famed fund manager Ray Dalio made his case for stagflation on CNBC on Monday. But not all wealth managers agree with the market guru.
Advisors will be looking for the impact of higher oil prices on the trajectory of rates, according to David Laut of Kerux Financial.
CIO of systematic strategies at Focus Partners says shifting market leadership reflects both cyclical forces and deeper structural trends.
Small-cap stocks took the baton from large-cap stocks about a year ago and some advisors don't see them giving it back anytime soon.
Investment outlook highlights resilient earnings, sticky inflation, and shifting global opportunities.
