Government Policy

Understand how policy decisions coming out of Washington may impact financial markets and your investments.

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International

Making International Great Again?

Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.

Government Policy

M&A Still on Hold Amid Policy Uncertainty

Though mergers and acquisitions were expected to roar back in 2025 thanks to the new administration, uncertainty around Washington policy appears to be holding back new deals.

Bonds

Treasury Bonds: Why Are Yields Dropping?

Treasury yields have been falling for weeks. Yet inflation expectations remain high and recent growth data have been fairly strong—not a traditional backdrop for declining yields. What's happening?

International

The New Magnificent Seven?

We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.

International

Safe Haven From the Trade War?

Tariff policies have been announced and then subsequently rescinded or delayed–but not yet resolved. They may still hold the potential for market volatility.

International

Tariffs: Bark Worse Than Bite?

Markets responded positively during Trump's first week in office, despite threats of tariffs on the three largest trading partners of the U.S. Are trade risks being dismissed?

International

What's Ahead for China in 2025?

Economic data and policies out of China are typically delayed until mid-March. Stock volatility may be prevalent until initiatives are clarified after the Lunar New Year.

Government Policy

January Barometer: Wall Street Trends to Watch

Investors reboot when a new year dawns, but 2025 stands out as a new administration takes over. This may affect investor behavior as they adjust for possible policy changes.

International

Top Five Surprises for 2025

Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.

International

Five Investing Impacts of a Trade War

Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.

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