Fresh perspectives on economic trends and events impacting the global markets.
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Deregulation and tax cuts could potentially provide a boost to US economic and market growth, while tariffs and immigration restrictions could pose challenges.
The potential for significant deregulation and tax cuts has excited many investors, leading US stocks to “climb the wall of worry” despite immigration and tariff risks.
Donald Trump’s red wave victory was the decisive end to a historic election. Will we see tax cuts and deregulation fuel growth? Or do trade wars and higher spending quash it?
The federal government borrows money to pay its bills, which gets added to the national debt until it's paid off.
It’s the time of year to reflect on what we’re thankful for. Here are things that investors can be thankful for this year, such as all-time highs for the stock market.
Inflation can affect the economy in many ways, which is why the Federal Reserve tracks prices and tries to keep them stable.
We expect significant monetary policy easing to push global growth higher in 2025, fostering an attractive environment for risk assets as central banks achieve a “soft landing.”
Matt Brill talks about his expectations for the Federal Reserve, his bullish view of investment grade credit, and opportunities in high yield, emerging markets, commercial real estate, and retail.
Despite an eventful week in politics, monetary policy from central banks still matters more to markets and economies over the long term.
Get straightforward insight from our market and economic experts on what investors need to know about soft landings, inflation, the economy, government debt, election season, and more.
Insights from our income experts on investing opportunities around the globe.
Our latest thinking on opportunities and potential ways to use ETFs in a portfolio.
Learn about investing in ETFs, including the basics, benefits, and choosing one.
Candid conversations with fund managers, market strategists, and more.
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