Markets and Economy Above the Noise: The K-pop economy
Get insight on the recent sell-off in the artificial intelligence trade, the potential for a Santa Claus rally, and the K-shaped economy.
November 26, 2025
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Markets and economy
Fresh perspectives on economic trends and events impacting the global markets.
Markets and Economy 10 things investors can be thankful for this year
It’s the time of year to reflect on what we’re thankful for. Resilient growth and strong corporate earnings are among the many positive investing stories.
November 25, 2025
Tax & Estate planning Three year-end strategies
Don’t miss out on opportunities to help reduce investment-related taxes, maximize charitable giving, and make the most of year-end client reviews.
November 21, 2025
Markets and Economy Market pullback: Healthy reset, not bursting stock bubble
The downturn was concentrated in mega-cap growth stocks, even though many had strong earnings. We see it as skepticism about lofty valuations.
November 17, 2025
Markets and Economy Tech selloff amplifies the case for diversification
Today’s artificial intelligence trade isn’t a bubble yet, in our view, but the best potential opportunities in stocks may be outside of mega-caps.
November 10, 2025
Markets and Economy US-China deal provides clarity, a December Fed cut looks uncertain
A US-China trade truce provides temporary relief for global supply chains, while the Federal Reserve asserts its independence.
November 3, 2025
Markets and Economy New inflation data doesn’t change our expectations for Fed easing
While the one-off inflation report from the Bureau of Labor Statistics showed a 3% rise over the past year, we still expect rate cuts to continue.
October 27, 2025
Markets and Economy Above the Noise: Has the ‘bubble talk’ been blown out of proportion?
It’s hard to escape talk of an “AI bubble,” but there are key differences between today’s artificial intelligence spending and the tech bubble of the late 1990s.
October 22, 2025
Markets and Economy Fears of a credit crisis, AI bubble overshadow positive indicators
News of defaults and stress from certain US regional banks sparked fears of a credit crisis, but they appear to be isolated events.
October 20, 2025
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