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Trump threatens Canada with 35% tariff from August 1
EQUITIES JUL 11, 2025
Trump threatens Canada with 35% tariff from August 1

US president also warns of new tariffs on other countries.

By Bloomberg
Are markets becoming immune to tariff shocks?
EQUITIES JUL 11, 2025
Are markets becoming immune to tariff shocks?

Traders appear to be desensitized but that could be a problem later.

By Bloomberg
Stock rally to continue but lose steam by year-end, says BofA
EQUITIES JUL 11, 2025
Stock rally to continue but lose steam by year-end, says BofA

Strategists say clients are expecting a stellar earnings season.

By Bloomberg
Bitcoin at $120K? Options traders believe it's coming
ALTERNATIVES JUL 11, 2025
Bitcoin at $120K? Options traders believe it's coming

The cryptocurrency could go even higher late in the year.

By Bloomberg
Market rotation swings momentum toward S&P 500 underperformers
EQUITIES JUL 10, 2025
Market rotation swings momentum toward S&P 500 underperformers

Energy has emerged as July's top performer so far, while bets around AI, US dollar weakness and other themes start to flag.

By Bloomberg
Treasuries dip ahead of 30-year bond sale
FIXED INCOME JUL 10, 2025
Treasuries dip ahead of 30-year bond sale

Yields on longer-maturity government bonds rose slightly as the Treasury looks to auction $22 billion of 30-year debt.

By Bloomberg
US stock futures slip over trade policy uncertainty
EQUITIES JUL 10, 2025
US stock futures slip over trade policy uncertainty

Traders are seeking a new catalyst to fuel equities.

By Bloomberg
OPEC says oil will continue to expand through 2050
ALTERNATIVES JUL 10, 2025
OPEC says oil will continue to expand through 2050

Despite move to cleaner fuels, trade body expects growth.

By Bloomberg
Regional bank shares rally may face correction, warn strategists
EQUITIES JUL 10, 2025
Regional bank shares rally may face correction, warn strategists

Earnings season could be set to disappoint investors.

By Bloomberg
Trump announces 50% tariff on key manufacturing resource
ALTERNATIVES JUL 10, 2025
Trump announces 50% tariff on key manufacturing resource

Automakers, appliances among those products that will become costlier.

By Bloomberg
Retirement delays, Social Security fears prompt advisors to rethink income strategies
RETIREMENT PLANNING JUL 09, 2025
Retirement delays, Social Security fears prompt advisors to rethink income strategies

Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income planning.

By Leo Almazora
Fed committee torn over inflation worries, June meeting minutes show
EQUITIES JUL 09, 2025
Fed committee torn over inflation worries, June meeting minutes show

"Considerable uncertainty" around timing, size, and duration of tariffs' potential impacts divides Federal Reserve officials.

By Bloomberg
Can leveraged ETFs continue to excite investors?
EQUITIES JUL 09, 2025
Can leveraged ETFs continue to excite investors?

Launches of new ride-or-die strategies, featuring exposure to CLOs and single stocks, are set to test the retail crowd's appetite for risk.

By Leo Almazora
Advisors forced to figure out fixed income allocations with Fed on sidelines
PRACTICE MANAGEMENT (GORIA) JUL 09, 2025
Advisors forced to figure out fixed income allocations with Fed on sidelines

Wealth managers weigh in on their bond strategies as Fed Chairman Powell appears to be holding on rate cuts this summer.

By Gregg Greenberg
Wellington Shields to ring NYSE bell to mark 100 years of independence, advisor ownership
EQUITIES JUL 09, 2025
Wellington Shields to ring NYSE bell to mark 100 years of independence, advisor ownership

The registered broker-dealer and RIA is 75% employee owned and advises on $3.5 billion in assets with no plans to court private equity. "We do not view PE as aligned with the long-term culture we’ve worked hard to build," CEO Jameson McFadden says as Wellington Shields celebrates 100 years.

By Andrew Cohen
Nvidia hits historic $4T valuation as S&P rally rolls on
EQUITIES JUL 09, 2025
Nvidia hits historic $4T valuation as S&P rally rolls on

Following a choppy first half, investors have piled back into the AI trade as mega-cap tech giants announce big spending plans.

By Bloomberg
Empower defends private market access in 401(k)s in response to Warren scrutiny
RETIREMENT PLANNING JUL 09, 2025
Empower defends private market access in 401(k)s in response to Warren scrutiny

Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.

By Leo Almazora
Trump tariff-watch: what's the latest?
EQUITIES JUL 09, 2025
Trump tariff-watch: what's the latest?

No further delays, heavy levies on copper.

By Bloomberg
Treasuries steady ahead of Fed minutes, debt auction
FIXED INCOME JUL 09, 2025
Treasuries steady ahead of Fed minutes, debt auction

US government bonds have suffered five days of losses.

By Bloomberg
Why active managers need to deploy hedge fund tactics
EQUITIES JUL 09, 2025
Why active managers need to deploy hedge fund tactics

Outperforming asset manager says portfolio management needs to shift.

By Bloomberg