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Stocks rise as US strength, earnings lift optimism: markets wrap
EQUITIES JUL 18, 2025
Stocks rise as US strength, earnings lift optimism: markets wrap

Treasuries advanced, with the 10-year yield down one basis point.

By Bloomberg
Waller says Fed should cut rates now with labor market on edge
EQUITIES JUL 18, 2025
Waller says Fed should cut rates now with labor market on edge

“We should not wait until the labor market deteriorates,” says Fed governor.

By Bloomberg
Netflix tops Wall Street’s lofty estimates, raises forecast
EQUITIES JUL 18, 2025
Netflix tops Wall Street’s lofty estimates, raises forecast

Second-quarter results that exceeded investor expectations.

By Bloomberg
Upper-income optimism powers consumer spending, but for how long?
EQUITIES JUL 18, 2025
Upper-income optimism powers consumer spending, but for how long?

Meanwhile, those earning less are feeling cautious about spending too much.

By Steve Randall
Harvard bonds draw buyers as clash with Trump fuels selloff
FIXED INCOME JUL 17, 2025
Harvard bonds draw buyers as clash with Trump fuels selloff

The once-prized bonds fell from favor earlier this year, but they're back in demand as debt issued by elite colleges look increasingly like bargains.

By Bloomberg
Advisors bullish on Nvidia in wake of AI chipmakers' return to China
EQUITIES JUL 17, 2025
Advisors bullish on Nvidia in wake of AI chipmakers' return to China

Nvidia saw restrictions on its China business lifted this week and that is lifting the spirits of wealth managers bullish on the tech giant's future.

By Gregg Greenberg
S&P 500 flirts with record as strong retail sales bolster growth
EQUITIES JUL 17, 2025
S&P 500 flirts with record as strong retail sales bolster growth

Stronger-than-expected economic support from consumers reinforces the case for the Federal Reserve to stay in its holding pattern on rates.

By Bloomberg
Vestmark, BlackRock, iCapital, and Dynasty forge four-way private market partnership
ALTERNATIVES JUL 17, 2025
Vestmark, BlackRock, iCapital, and Dynasty forge four-way private market partnership

The collaboration will give RIAs yet another access point into the alternatives space through a new unified managed account capability.

By Leo Almazora
Netflix is at risk of earnings letdown after $250 billion rally
EQUITIES JUL 17, 2025
Netflix is at risk of earnings letdown after $250 billion rally

“Everybody is expecting the second half to be really strong,” says PM.

By Bloomberg
Ultra-rare metal rides AI boom as commodities star performer
ALTERNATIVES JUL 17, 2025
Ultra-rare metal rides AI boom as commodities star performer

You’ve probably never heard of this outperforming metal.

By Bloomberg
Trump denies plan to ax Powell after floating idea to lawmakers
FIXED INCOME JUL 16, 2025
Trump denies plan to ax Powell after floating idea to lawmakers

The market reaction was muted following earlier reports of the president taking steps against the Fed chair soon in a closed-door meeting with Republicans.

By Bloomberg
KKR urges investors to embrace risk assets, hedge weaker dollar
EQUITIES JUL 16, 2025
KKR urges investors to embrace risk assets, hedge weaker dollar

Despite a positive US market outlook, analysts at the alternative giant counselled increased international exposure as bigger deficits and geopolitical uncertainty take hold.

By Bloomberg
PPI, Beige Book reveal solid business activity, slightly pessimistic outlook
EQUITIES JUL 16, 2025
PPI, Beige Book reveal solid business activity, slightly pessimistic outlook

Ten out of 12 districts expect future economic activity to either flatline or soften in the upcoming months, according to the Fed's Beige Book release.

By Andy Burt
Trump tariffs once viewed as punitive now win market approval
EQUITIES JUL 16, 2025
Trump tariffs once viewed as punitive now win market approval

Recent calm is a turnaround from earlier in the year.

By Bloomberg
Bessent is not top Fed candidate but 'very good,' Trump says
EQUITIES JUL 16, 2025
Bessent is not top Fed candidate but 'very good,' Trump says

Treasury secretary is in the right job but could replace Powell.

By Bloomberg
Citigroup backs silver to soar but warns gold’s peak is in
ALTERNATIVES JUL 16, 2025
Citigroup backs silver to soar but warns gold’s peak is in

Analysts expect tighter availability of silver to drive up price.

By Bloomberg
Record low expense ratios are empowering retirement savers and their advisors
RETIREMENT PLANNING JUL 16, 2025
Record low expense ratios are empowering retirement savers and their advisors

Mutual fund fees have improved thanks to the significant progress made, report shows.

By Steve Randall
US 30-year yield tops 5% as CPI fails to quell inflation fears
FIXED INCOME JUL 15, 2025
US 30-year yield tops 5% as CPI fails to quell inflation fears

Initial early gains following the June data were reversed as pass-through effects from tariffs stoke concerns.

By Bloomberg
Bluerock seeks to list real estate fund with investors already heading for the exits
EQUITIES JUL 15, 2025
Bluerock seeks to list real estate fund with investors already heading for the exits

“The Bluerock share redemptions are outrunning fund raising,” said one analyst. “I can’t imagine it will be treated kindly in the public markets.”

By Bruce Kelly
Fed chair contender is now in favor of cutting rates, just as Trump wants
FIXED INCOME JUL 15, 2025
Fed chair contender is now in favor of cutting rates, just as Trump wants

Kevin Warsh, who sat as a governor for five years spanning the 2008 financial crisis, has since become a frequent critic of the central bank.

By Bloomberg