Election season often follows a familiar script. Investors debate congressional control, speculate on policy outcomes and search for clues about what markets might do next.
The U.S. energy sector has outperformed in 2026, driven primarily by geopolitical-related supply fears, elevated oil prices, and rising demand from the AI infrastructure buildout. While broad energy funds have also surged, investors can potentially enhance exposure by targeting specific segments of the energy market.
In June, market news continued to be dominated by the Middle East conflict as frequent flare-ups in hostilities gave way to repeated ceasefire efforts and the signing of a high-level memorandum of understanding between the US and Iran.
Semiconductor exchange-traded funds have gained more than 25% this year. Intel Corporation’s (INTC) second-quarter earnings report after today’s close could test whether that rally continues.
The S&P 500 ended its choppy week in the red, ultimately finishing with a loss of 0.6%.
The yield on the 10-year note finished July 24, 2026 at 4.69% while the 2-year note ended at 4.33%.
Research Affiliates and PIMCO leadership analyze key 2026 midyear market shifts, warning of elevated U.S. and AI equity valuations.
New home sales unexpectedly rose in June while the median price fell to its lowest level in almost a year.
Intel Corp.’s long-awaited turnaround is in progress, now that the artificial intelligence data center boom is fueling demand for its chips.
During periods of elevated market stress, including those that see pinched corporate bonds, collateralized Loan Obligations (CLOs) often outperform other corporate bond assets. Add to that, CLOs often emerge from those rough patches in strong form, delivering impressive returns a year after downturns.
US equity futures on Friday were little changed, indicating stocks are poised to steady from the deepest one-day drop in a month, as Brent crude prices fell below $100 a barrel and a selloff in Big Tech shares eased.
Those who are familiar with Vanguard’s ETF lineup are likely well-acquainted with the Vanguard S&P 500 ETF (VOO). After all, this fund — which provides low-cost exposure to the S&P 500 — is currently the largest fund in terms of AUM.
Washington, DC is stepping up to borrow $1.2 billion this week at its annual municipal debt sale, tapping the market as its credit stabilizes.
It's difficult to call any stretch a calm, quiet summer week, but this one would seemingly fit the bill. Earnings from Alphabet (GOOGL), Tesla (TSLA), and IBM (IBM) are the standouts, along with a slew of cyclicals reporting Q2 results.
Resilient earnings, improving industrial activity and the AI investment cycle should continue to support equities, according to Putnam Equity’s Shep Perkins. But the same forces driving the market higher are also making companies harder to value.
From severe wildfires in northern Ontario to record heat across Europe, extreme weather is back in the headlines. Such events are becoming more frequent and intense, and the risks associated with them are testing the limits of insurability. With our research partners at Columbia Climate School, we examine how strains on the insurance system can transmit climate-related risks through the capital markets.
Kevin Warsh’s early overhaul of Federal Reserve communication and policymaking suggests investors should prepare for a higher-for-longer rate environment with greater uncertainty around policy signals.
The Kansas City Fed Manufacturing Survey revealed regional activity remained steady in June. The composite index came in at 9 this month, down slightly from 11 in June but still indicating continued expansion.
The World Cup games that went into extra time were reminders of just how tough it can be for players to keep up their momentum over the long haul.
Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide.
Small-cap and mid-cap stocks are outrunning large caps in 2026, and one portfolio manager says the shift has room to run.
The global luxury industry, which has been grappling with three years of lackluster sales, may gain some relief as wealth generated by artificial-intelligence companies and their trillions of dollars of initial public offerings finds its way into fancy fripperies.
Here is a summary of the four market valuation indicators we update on a monthly basis.
According to Bankrate’s Mortgage Rates, the national average for a 30-year fixed mortgage is 6.61%. That’s uncomfortably high and a major headwind to many prospective homebuyers, particularly those in the first-time category.
When clients, specifically, feel they matter to their advisor, they engage more deeply in the planning process, follow through on recommendations, refer more frequently, and build lasting relationships that transcend market volatility.
The first data releases since Federal Reserve Chairman Kevin Warsh took office suggest that inflation has subsided, making his job a little easier.
The US 30-year bond yield is trading above 5% for the longest stretch since the dawn of the financial crisis, echoing investor concerns about a growing debt pile and sticky inflation.
Blackstone Inc. leaned on Wellington Management Co. and Vanguard Group to create two new funds that will give individual investors access to private assets as it looks to go beyond its roots as a money manager for pensions and institutions to become more of a household name.
With AI spending skyrocketing, investors are looking for Alphabet Inc.’s earnings to show strong growth in its cloud-computing business, which would demonstrate a clear return on the company’s investments.
Bitcoin's closing price continued to edge higher this week, rising nearly 5% to its highest level in seven weeks. However, BTC is currently down approximately 24% year-to-date and sits about 47% below its October 2025 record high.
A major milestone for the story of the stock market this year looms this evening. Alphabet (GOOGL) will report its earnings today after the bell. Reports suggest the firm will have big, positive news to share, so investors may have questions.
Chris Galipeau discusses high-conviction insights that go beyond media headlines.
The equity bull market is expected to continue through the second half of 2026, supported by resilient U.S. growth, AI investment and solid earnings.
For a Federal Reserve (Fed) chairman committed to reducing noise coming from the institution and/or to changing how the Fed communicates, his first attempt to do so was not very promising. Just after Chair Warsh’s first press conference, we argued that inflation was not a choice, as he suggested during the press conference.
A Roland Berger study finds family offices moving capital into infrastructure and private equity while retreating from riskier bets abroad.
Digital assets have the products. They have access to vehicles such as ETFs, separately managed accounts, and direct custody. What they still lack is the foundational layer underneath those products: the agreed-upon definitions of what the market is, how its components are classified, and how performance is measured.
Wealth management firms are aware of the looming retirement wave and have put real effort into mitigating it through recruiting, training, succession planning, and technology to modernize the advisor workflow. But what’s truly at risk of being lost is the judgment that senior advisors have accumulated over decades
Gasoline prices rose for a second straight week, jumping back above $4.00 for the first time in over a month.
Government bonds are back in focus, as investors reassess where value lies in global fixed income. With markets wavering over how quickly interest rates will fall, sovereign debt in several developed economies is starting to look attractive again to us.
Strong economic momentum is a double-edged sword for US equity traders. Solid growth is an earnings tailwind. But let it run too hot, and it turns from blessing to curse.
Charles Schwab Corp. reported earnings that topped estimates as retail investors continued to jump in and out of the market amid volatility sparked by geopolitical uncertainty.
Investors poured billions into BlackRock’s exchange-traded fund tracking South Korean stocks, underscoring strong appetite for artificial intelligence companies even as wild swings continue to roil local equities.
The biotechnology sector is stealing the US IPO market thunder from artificial intelligence-related listings, delivering standout returns as bankers line up a steady stream of summer debuts.
Gold and silver rose on dip-buying, as traders monitored Middle East tensions for signs that higher energy costs could stoke inflation, putting pressure on the Federal Reserve to tighten policy.
Trading volumes on prediction markets are expected to hit $1 trillion by 2030. Overconfident traders think they are beating the crowd. Herders join it without thinking. Neither approach is likely to be a consistent winner.
VettaFi’s Midyear Market Outlook symposium Thursday saw industry leaders take on the big questions. Where is the market going? How should investors and advisors navigate uncertainty and potential volatility? Leaders from Fidelity Investments and Invesco both joined for one of the early segments, focused on innovative U.S. strategies.
GMO has posted a new 7-Year asset class forecast for 2Q 2026.
When you measure home affordability today against the metric that actually governs the check you write each month, the picture flips. By that measure, buying a home may be easier now than it was for the Boomers and Gen Xers who get blamed for everything.
As we move into the second half of 2026, U.S. large-cap stocks may be on pace to deliver their fourth straight year of double-digit gains, with the S&P 500 Index up 11.4% through July 10, 2026.
The shine has come off silver since it skyrocketed to over $100 an ounce in January. The price has dropped by over 50 percent from the record high. However, there are still reasons to be bullish on silver moving forward, including persistent supply deficits and growing industrial demand.
