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
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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
Markets and Economy Fiscal conservatism and other global economic themes for 2025
A growing trend toward fiscal conservatism, the continued importance of monetary policy, increasing geopolitical risks, and technological innovation could drive global markets in the new year.
December 17, 2024
Markets and Economy The four Trump policies most likely to impact economic growth
Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
December 10, 2024
Markets and Economy US, European stocks rise despite looming risks
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
December 3, 2024
Markets and Economy Above the Noise: Red wave, tariff uncertainty, and government spending
Donald Trump’s red wave victory was the decisive end to a historic election. Will we see tax cuts and deregulation fuel growth? Or do trade wars and higher spending quash it?
December 1, 2024
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