1,316 results found
Daily Market Commentary
Japan and the US appear to have finalized a trade agreement that reduces the threatened 25% tariffs on Japan to 15%. Beyond the tariff rate, the deal has several important facets, including opening Japanese markets to US goods. However, most intriguing is that Japan will be financing the US with a $550 billion investment fund. […]
Invest
On May 6, 2010, the US stock markets dropped nearly 10% within minutes. What would be called a “flash crash” wasn’t caused by news, economic data, or a Fed policy decision. According to the U.S. Commodity Futures Trading Commission (CFTC), a large sell order on E-Mini S&P 500 futures, executed by a mutual fund and […]
Daily Market Commentary
Investors aware of which types of stocks are rotating in and out favor have a distinct advantage. On Tuesdays, we summarize key points from our SimpleVisor absolute and relative analysis. The DIY tool uses technical analysis to assess how sectors, factors, and individual stocks are performing relative to the market and on an absolute basis. […]
Retire
For most Americans, retirement planning advice follows a familiar script: save early, contribute to a 401(k), diversify investments, and aim to reduce expenses in retirement. While this guidance is foundational, it often falls short for high-income earners. Individuals earning well above the national average face a more complex set of financial challenges and opportunities that […]
Daily Market Commentary
Fed Governor Christopher Waller was crystal clear in a speech on Thursday that he would like the Fed to cut rates in July. Importantly, consider the first line of his speech at NYU: My purpose this evening is to explain why I believe that the Federal Open Market Committee (FOMC) should reduce our policy rate […]
Daily Market Commentary
The BLS Producer Price Index (PPI), measuring wholesale prices, surprised to the downside, showing a zero percent increase in prices for June. PPI came in lower than what all 50 forecasters in Bloomberg’s survey predicted. To wit, both the core and headline figures were 0.20% below estimates. Notably, the headline PPI for the last three […]
Daily Market Commentary
Yesterday’s CPI data was viewed by many as the first monthly BLS report to capture the full impact of tariffs. The headline CPI rose 0.3% and the core CPI data showed a 0.2% increase. The CPI data was slightly lower than Wall Street’s expectations for a 0.3% increase for both figures. Those claiming that tariffs […]
Invest
Investing is as much about mindset as it is about markets. When volatility strikes or headlines spark fear, even experienced investors can fall prey to emotional decision-making. Selling too soon, buying too late, or abandoning a plan entirely. These responses often do more harm than good. That’s where a risk managed investment strategy can make […]
Daily Market Commentary
Jerome Powell has made it clear that tariffs could induce higher inflation. Accordingly, the Fed has resisted cutting interest rates. Despite his concerns, fears of tariff-based inflation, as judged by individual and business surveys, are fading. Moreover, even some Fed members are backing away from their prior outlook that inflation would be transitory due to […]