Nonfarm payrolls rose 165,000 and unemployment fell to 4.1%, putting rate hike risk back on advisors’ radar
A sharp bond-market selloff and Fed rate hike left ERISA plans down 3.7%, while endowments stayed in positive territory.
Democratic sweep signals tougher tech regulation, AI headwinds, and near-term market volatility.
A divided Federal Reserve voted to stand pat on interest rates Wednesday even as it pointed to "elevated" inflation and economic uncertainty.
Bearish sentiment has risen to 42% as investors confront persistent inflation, rate-hike prospects and election uncertainty.
The world's largest asset manager says the challenge is no longer finding income - it's understanding what risks investors are being paid to take.
Goolsbee, Hammack and Warsh weigh AI-fueled price pressures as markets price in a possible rate hike in December.
Fed chair links AI-driven investment surge to inflation pressure in Bangkok, leaving investors to watch pundits and markets for December hike odds.
UBS finds millionaire investors are more optimistic than before 2024 but are actively repositioning portfolios ahead of November 3.
Surging sovereign debt, AI capital competition, and leveraged hedge fund Treasury exposure combine into a convergent threat.
Analysis finds levies from President Donald Trump's tariff policy, aimed at putting America first, reversed what should have been a dip in the cost of goods for everyday households.
A new FTSE Russell report finds investors holding growth assets and high-grade bonds simultaneously, as AI debt floods credit markets.
With Treasury yields at 2004 highs, planners say house-rich clients need liquid reserves before retirement plans stall
Payrolls rose just 29,000 as the unemployment rate hit 4.2%, giving the Federal Reserve cover to hold rather than hike for its upcoming October policy meeting.
Bond specialists at Touchstone, Aberdeen and Altium Wealth favor quality credit and measured duration over reaching for yield.
Williams' comments land amid a bond selloff that sent the 30-year Treasury yield to a 2004 high and pushed mortgage rates near 7%.
The Federal Reserve chaired by Trump nominee Kevin Warsh has opted to hike for the first time in three years.
FTSE Russell's September 2026 report finds investors navigating a barbell market adding AI-linked growth assets while loading up on high-quality fixed income.
Tariffs and an energy shock tied to the president's own policies are fueling the inflation that makes his rate-cut demands harder for the central bank to meet.
The president's $5,000 midterm cash offer for every American citizen raises hard questions about federal debt, legal risk, and what it means for client portfolio strategy.
