Markets and Economy 2025 investment outlook: Soft landing and what comes next
Lower interest rates may help push global growth higher in 2025, creating an attractive environment for risk assets.
January 17, 2025
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy Does the January effect matter for stock performance?
January's stock performance is thought to show what it will be for the full year. But our research says the predictive power of January is overstated.
January 16, 2025
Markets and Economy Did markets overreact to the December US jobs report?
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
January 14, 2025
Markets and Economy Markets balk at a strong US jobs report
With inflation concerns prevalent, markets didn’t appreciate the strong December US jobs report, but was the initial response an overreaction?
January 10, 2025
Markets and Economy A new year begins, and geopolitical instability continues
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
January 7, 2025
Markets and Economy What is an exchange-traded fund (ETF)?
An exchange-traded fund (ETF) is a basket of stocks, bonds, or other securities that trades on an exchange like an individual stock.
January 7, 2025
Market volatility How would a government shutdown affect market volatility?
A government shutdown can lead to short-term market volatility, but they generally resolve quickly with minimal market impact for long-term investors.
December 20, 2024
Markets and Economy Above the Noise: Reflections on a year of market growth
Revisit 2024 themes in “12 months of Above the Noise.” A resilient US economy, contained inflation, and an easing Federal Reserve created a positive backdrop for markets.
December 20, 2024
Markets and Economy Fed meeting December 2024: Another cut now, but maybe fewer ahead
The Federal Reserve’s 25 basis point rate cut today wasn’t a surprise, but its new expectation to cut by 50 basis points next year (rather than 100) was.
December 19, 2024
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