When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....
Capital markets have a long history of looking past geopolitical events. An initial (and often sharp) risk-off reaction is typically followed by recovery as investors return to focusing on fundamentals....
Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....
The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike....
We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more......
Let’s be honest – there aren’t enough adjectives to describe how wild and wooly the headlines have been in the past 12 months....
After a year of seemingly constant market and economic uncertainty, investors might assume we’ll see more of the same this year....
For many of us, stock markets are where the fun is (because they’re growth obsessed and chock full of interesting stories). Bonds, on the other hand, can be tough to wrap our heads and hearts around....
The Through Line: After an extended period of relative calm, volatility has reasserted itself into capital markets. Fluctuating asset prices are nerve wracking – especially when they happen suddenly or with great velocity. Yet price volatility by its...
The Through Line: The wellbeing of the labor market preoccupied commentators, policy makers, Fed watchers and job hunters for much of 2025......