Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.
Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.
Small-cap stocks tend to offer greater growth potential than their large-cap peers, but those returns have yet to materialize consistently. What will it take to turn the tide?
The bill contains several tax-code changes that could affect municipal bonds, although we don't think it reduces the appeal of munis for high-income earners.
Financial fraud often feels like something that only happens to someone else. But we all need to stay vigilant, recognize the latest scams, and take steps to protect our finances.
Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.
Find Market Commentary content
'Muddiness' & Uncertainty in the Markets (With Cameron Dawson)
"Yen-Carry" Anniversary Nears, but Worries Fade
Mid-Year Outlook: International Stocks and Economy
How Will Tariffs & Debt Affect the Economy?
What's Holding Back Small Caps?
Will the "Big Beautiful" Tax Bill Affect Munis?
One More Risk for Your Portfolio: Financial Fraud
Fixed Income Outlook: Cool and Cloudy
Why Does Sentiment Not Match Hard Data?