Markets and Economy Five trends to watch as US stocks hit a new high
An expectation for improved trade policy clarity and continued spending on artificial intelligence helped boost the S&P 500 Index to a new all-time high.
June 30, 2025
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Markets and Economy What could stock market’s new record high mean for investors?
The S&P 500 Index recently hit another record high. But stock market highs don’t tell long-term investors all that much.
June 27, 2025
Markets and Economy Above the Noise: Putting pessimism in perspective
Why the US may avoid a recession, tariffs may cause only a short-term price shock, and US oil production may buffer against external disruptions.
June 27, 2025
Markets and Economy Oil moves on Middle East tensions, but other markets stay the course
The Middle East dominated the news, but beyond oil and gas, most markets haven’t yet reacted heavily. Central banks remain in a wait-and-see mode.
June 23, 2025
Markets and Economy What is a recession, and how can investors deal with one?
A recession is a meaningful and lasting decline in economic activity that could include lower GDP, employment, and spending.
June 20, 2025
Markets and Economy Putting markets into perspective as Middle East tensions escalate
Geopolitical uncertainty immediately triggered a flight to "safe haven” assets, but the US dollar was largely unaffected.
June 16, 2025
Markets and Economy Military conflicts mostly haven’t affected long-term stock growth
Global unrest can tempt investors to change investment plans, but long-term market growth has continued throughout history despite wars.
June 16, 2025
Markets and Economy What is the Federal Reserve, and how does it influence inflation?
The US central bank, known as the Federal Reserve System, uses interest rates and other tools to keep prices stable and employment strong.
June 13, 2025
Markets and Economy 2025 midyear investment outlook: The global reset
While policy and economic uncertainty are high, we are confident in our base case that non-US assets are increasingly attractive.
June 10, 2025
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