A quick review of the table of returns shows that the new year started favorably. As we saw last year, global markets continue to outperform, but there has been a shift in leadership in U.S. stocks. Notably, the tech-heavy Nasdaq Composite is lagging, while smaller company stocks, as measured by the more speculative Russell 2000 […]
January’s solid start Read More »
Less bad—that’s a simplified though admittedly rough way to describe the trade and tariff landscape and its broader impact on stocks. This sharp rise in tariffs reflects a major shift in U.S. trade policy that’s aimed at addressing trade imbalances and encouraging domestic production. It may also have significant implications for inflation, supply chains, and
Tariff news is ‘less bad’ Read More »
This comprehensive handy reference guide rounds up market returns and economic data as of June 30, 2025. Market performance includes data for a wide variety of asset classes, sectors, indexes, and more. The economic data includes interest rates, GDP, inflation, and labor statistics. If I had to choose a single word to characterize what single-handedly
2025 Markets: The First Half in Numbers Read More »
ChartTalk: What industries will drive growth in the coming years? Here’s an infographic that depicts 18 of the industries the McKinsey Global Institute projects could generate massive growth by 2040. What will be the growth-driving industries of the next couple of decades? According to McKinsey Global Institute, there are 18 high-growth arenas—including AI, cybersecurity, biotech, and air
These 18 Industries Could Reshape the Global Economy by 2040 Read More »