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Investor bearishness climbs as inflation and midterms unsettle US markets
EQUITIES OCT 27, 2026
Investor bearishness climbs as inflation and midterms unsettle US markets

Bearish sentiment has risen to 42% as investors confront persistent inflation, rate-hike prospects and election uncertainty.

By Steve Randall
Anthropic IPO filing pairs explosive growth with an $80B loss
EQUITIES OCT 26, 2026
Anthropic IPO filing pairs explosive growth with an $80B loss

The Claude maker’s S-1 lays out the opportunities, risks and compute costs to weigh ahead of a listing that could overshadow SpaceX’s record trading debut.

By Leo Almazora
Fed likely to hold this week, but December hike odds top 70%
EQUITIES OCT 26, 2026
Fed likely to hold this week, but December hike odds top 70%

Hot inflation data and a midterm election six days away leave the Fed with what one mortgage executive calls “a massive conundrum.”

By James Rogers
RIA annuity adoption tops insurers’ 3-year outlook, Goldman finds
RETIREMENT PLANNING OCT 26, 2026
RIA annuity adoption tops insurers’ 3-year outlook, Goldman finds

Insurers ranking independent broker-dealers ahead of RIAs for near-term growth as fee-only fiduciaries still find annuities a hard fit.

By Leo Almazora
Meta plots $95B stock offering as AI spending drains cash flow
EQUITIES OCT 26, 2026
Meta plots $95B stock offering as AI spending drains cash flow

Meta’s new non-voting share class underpins its AI fundraising push and gives Zuckerberg a way to cover a possible California wealth tax.

By Leo Almazora
Shareholder support rebounds even as proxy proposals hit new low
EQUITIES OCT 26, 2026
Shareholder support rebounds even as proxy proposals hit new low

Broadridge data shows support for shareholder proposals climbed to 27.9% in 2026, while overall submissions continued to fall.

By Steve Randall
Home affordability crisis deepens as mortgage rates and hidden costs rise
ALTERNATIVES OCT 26, 2026
Home affordability crisis deepens as mortgage rates and hidden costs rise

The true cost of owning a home is now $16,500 a year on top of the mortgage - and it keeps climbing

By Steve Randall
Trump to ease 50% Canada tariffs on farm equipment, packaging goods
EQUITIES OCT 23, 2026
Trump to ease 50% Canada tariffs on farm equipment, packaging goods

New tariff exemptions for Canadian paper, plastics and machinery mark the latest twist in a trade war stalled since August talks collapsed.

By Leo Almazora
People moves: RBC taps Raymond James veteran for Texas complex
FINTECH OCT 23, 2026
People moves: RBC taps Raymond James veteran for Texas complex

Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant.

By Leo Almazora
NFL taps General Atlantic, PE backer of Creative Planning and Farther
ALTERNATIVES OCT 22, 2026
NFL taps General Atlantic, PE backer of Creative Planning and Farther

The NFL's 32 Equity arm adds a familiar RIA backer as sports investing gains traction with wealth managers.

By Andrew Cohen
Blackstone Q3 earnings: private wealth AUM hits record $330 billion
ALTERNATIVES OCT 22, 2026
Blackstone Q3 earnings: private wealth AUM hits record $330 billion

Distributable earnings fell 9% as exits stalled, but $63 billion of inflows and a record $330 billion wealth book kept growth intact.

By Leo Almazora
SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch next
EQUITIES OCT 21, 2026
SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch next

Super Intelligence revenue grew more than 800% in Q3, and a Starship launch and Tesla merger talk are on deck.

By James Rogers
Trump urges data centers to pay communities a ‘dividend’ for support
EQUITIES OCT 21, 2026
Trump urges data centers to pay communities a ‘dividend’ for support

With midterms near and public opposition rising, the president’s push puts AI infrastructure costs and community payouts in focus for investors.

By Leo Almazora
Musk’s SpaceX gift puts Trump Accounts’ stock rules to the test
EQUITIES OCT 21, 2026
Musk’s SpaceX gift puts Trump Accounts’ stock rules to the test

Donated SpaceX stock generally can’t be refused or sold for years, leaving advisors to explain concentration risk to families.

By Leo Almazora
Family offices warm to infrastructure, stay put on private credit, says BlackRock
ALTERNATIVES OCT 21, 2026
Family offices warm to infrastructure, stay put on private credit, says BlackRock

BlackRock survey of 206 single-family offices shows newer offices driving alternative investment shifts as private equity appetite rebounds.

By Leo Almazora
BlackRock warns yield abundance masks diverging fixed income risks
FIXED INCOME OCT 21, 2026
BlackRock warns yield abundance masks diverging fixed income risks

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.

By Steve Randall
NYSE American Options launches extended trading hours for SPY, NVDA and peers
EQUITIES OCT 20, 2026
NYSE American Options launches extended trading hours for SPY, NVDA and peers

Advisors gain a longer window to manage client risk as NYSE American Options rolls out pre-market trading sessions.

By Steve Randall
Fed officials flag AI boom as inflation driver before October vote
FIXED INCOME OCT 19, 2026
Fed officials flag AI boom as inflation driver before October vote

Goolsbee, Hammack and Warsh weigh AI-fueled price pressures as markets price in a possible rate hike in December.

By Leo Almazora
Warsh touts US economic resilience, keeps coy on next rate move
EQUITIES OCT 16, 2026
Warsh touts US economic resilience, keeps coy on next rate move

Fed chair links AI-driven investment surge to inflation pressure in Bangkok, leaving investors to watch pundits and markets for December hike odds.

By Leo Almazora
Top 100 global hedge funds lag broader sector in H1 2026
ALTERNATIVES OCT 16, 2026
Top 100 global hedge funds lag broader sector in H1 2026

Canoe Intelligence data shows scale came at a cost for institutional allocators in the first half of 2026.

By Steve Randall