Equities

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US stock futures up around 1% as China vows to fight extra 50% tariff threat
EQUITIES APR 08, 2025
US stock futures up around 1% as China vows to fight extra 50% tariff threat

But rumors of a tariff pause are dismissed as ‘fake news’ by Trump team

By Steve Randall
Big banks' earnings in focus as recession fears swirl
EQUITIES APR 07, 2025
Big banks' earnings in focus as recession fears swirl

A slate of forthcoming reports from JPMorgan, Wells Fargo, and Morgan Stanley are expected to provide valuable clues on how lenders view tariffs' impact.

By Leo Almazora
Financial advisors soothing frayed client nerves as fear index rises
EQUITIES APR 07, 2025
Financial advisors soothing frayed client nerves as fear index rises

Wealth managers are fielding a surging number of calls, texts and emails from anxious clients. Here's how they are responding.

By Gregg Greenberg
S&P 500 swings wildly amid swirl of headlines
EQUITIES APR 07, 2025
S&P 500 swings wildly amid swirl of headlines

Index spirals 20 percent below its record high before rebounding as uncertainty grips investors.

By Bloomberg
Banks, wealth firms get walloped as tariff fear grips markets
EQUITIES APR 04, 2025
Banks, wealth firms get walloped as tariff fear grips markets

They may not be direct players in global trade, but financial firms still face secondary risks from broader economic tremors.

By Leo Almazora
Apple freefalls as Trump tariffs tear up supply lines
EQUITIES APR 03, 2025
Apple freefalls as Trump tariffs tear up supply lines

The iPhone maker suffered its worst single-day decline since 2020 as major suppliers in China, Vietnam, and India get caught in the economic crossfire.

By Leo Almazora
Retail traders rush to snap up tariff-shocked tech stocks
EQUITIES APR 03, 2025
Retail traders rush to snap up tariff-shocked tech stocks

Dip-buying frenzy comes even as broader pessimistic sentiment persists among individual investors.

By Bloomberg
Advisors grapple with fallout from Trump's 'Liberation Day'
EQUITIES APR 03, 2025
Advisors grapple with fallout from Trump's 'Liberation Day'

A buying opportunity? A time to take profits? Wealth managers offer their reactions as markets tumble.

By Gregg Greenberg
US stocks plummet as tariffs wreak havoc
EQUITIES APR 03, 2025
US stocks plummet as tariffs wreak havoc

Major indices hit by selloff in morning trading.

By Chris Davis
Barry Ritholtz highlights 'How Not To Invest' in new book
EQUITIES APR 02, 2025
Barry Ritholtz highlights 'How Not To Invest' in new book

Wealth manager and author Barry Ritholtz goes inside the ideas, numbers and behaviors that destroy wealth.

By Gregg Greenberg
Which side of the Fed's dual mandate worries advisors more: Inflation or employment?
EQUITIES MAR 28, 2025
Which side of the Fed's dual mandate worries advisors more: Inflation or employment?

Recent economic data is forcing the Federal Reserve to choose between maximum employment and lower prices. Financial advisors weigh in on which threat most concerns them.

By Gregg Greenberg
Is your wealth manager still 'buying the dip'?
EQUITIES MAR 26, 2025
Is your wealth manager still 'buying the dip'?

'Buying the dip' has been a winning investing strategy for over a decade. Financial advisors weigh in on whether it will continue to work.

By Gregg Greenberg
Investors turn cold on hottest emerging-market ETF as China back in favor
EQUITIES MAR 26, 2025
Investors turn cold on hottest emerging-market ETF as China back in favor

Record redemptions from the ex-China strategy came as money managers consider Beijing's latest stimulus push and Chinese AI optimism.

By Bloomberg
Wall Street strategists say the worst is over on stock selloff
EQUITIES MAR 25, 2025
Wall Street strategists say the worst is over on stock selloff

Analysts at JPMorgan and Morgan Stanley point to seasonal factors and investor sentiment as they forecast a period of calm.

By Bloomberg
AI model under top-ranked fund's hood flashes warning on AI stocks
EQUITIES MAR 24, 2025
AI model under top-ranked fund's hood flashes warning on AI stocks

Despite their recent $2 trillion plunge, Nvidia and other tech mega-caps have been setting off alarms for the trading program since 2023.

By Bloomberg
Once-burned hedge funds now shy to short Tesla amid extended stock plunge
EQUITIES MAR 20, 2025
Once-burned hedge funds now shy to short Tesla amid extended stock plunge

Having lost more than $5 billion in the EV carmaker's post-election pop, short-sellers are now weighing whether it's safe to bet against the Elon Musk-led firm again.

By Bloomberg
March Madness special: Should financial advisors let their clients pick longshots?
EQUITIES MAR 17, 2025
March Madness special: Should financial advisors let their clients pick longshots?

Taking home first prize in an NCAA tournament pool often requires picking longshots and upsets. The same might be said for winning in the stock market.

By Gregg Greenberg
Turbulence tests 60-40 strategy's limits
EQUITIES MAR 17, 2025
Turbulence tests 60-40 strategy's limits

With bonds failing to provide a safety net for steeply falling stock prices, many investors are letting go of their "set it and forget it" approach.

By Leo Almazora
Fallen tech stocks fail to entice wary investors
EQUITIES MAR 17, 2025
Fallen tech stocks fail to entice wary investors

Big tech firms like Alphabet and Amazon are trading at bargain valuations, but a risk-averse market has meant no one's biting.

By Bloomberg
Tesla's Magnificent Seven status in doubt as EV stock tumbles
EQUITIES MAR 14, 2025
Tesla's Magnificent Seven status in doubt as EV stock tumbles

Declining sales numbers, concerns around Elon Musk, and exposure to tariff risks are casting a shadow over the company's previously unshakable exceptionalism.

By Leo Almazora