Fresh perspectives on economic trends and events impacting the global markets.
Get timely investment ideas, an overview of what’s happening in the markets, and tips to help optimize your portfolios in our monthly playbook.
DeepSeek has challenged artificial intelligence (AI) assumptions with cutting edge performance and significant efficiency gains. What do these results mean for AI?
We discuss the future of US inflation, the outperformance of European stocks, the potential impact of new tariffs, and the independence of the Federal Reserve in this month’s column.
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
The debt ceiling is the legal limit on the amount of federal debt the US government can have outstanding. Defaulting on that debt would have consequences.
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
The national debt keeps rising but may still be manageable in the short term despite the investment risk or pending disaster some investors fear.
Recent history has shown that protectionist measures such as tariffs can hinder economic growth in the near term but don't necessarily create a long-term hurdle for markets.
Our experts address the critical questions that arose following the news of DeepSeek’s artificial intelligence model and the market’s volatile reaction.
Get straightforward insight from our market and economic experts on what investors need to know about soft landings, inflation, the economy, government debt, election season, and more.
Insights from our income experts on investing opportunities around the globe.
Our latest thinking on opportunities and potential ways to use ETFs in a portfolio.
Learn about investing in ETFs, including the basics, benefits, and choosing one.
Candid conversations with fund managers, market strategists, and more.
Get the latest information and insights from our portfolio managers, market strategists, and investment experts.
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