For years, asset markets have been surfing a wave of liquidity. Unleashed by ZERP and fueled by central bank balance sheet expansion and government deficit spending, the rising tide of liquidity has been the primary driver of the everything bubble. But the tide of liquidity is starting to go out.

The Fed meeting will dominate investor attention in the week ahead, with a host of important data releases, including GDP growth, PCE inflation and employment costs, likely to be delayed by the ongoing government shutdown.

The U.S. trade fight with China the trade story is far from over and, contrary to what you might read in the headlines, China has the upper hand – at least for now.

The fate of the entire U.S. equity market now rests on the shoulders of the Magnificent 7 and their collective future is almost entirely staked on the success of artificial intelligence. The stakes have never been higher.

The fate of the entire U.S. equity market now rests on the shoulders of the Magnificent 7 and their collective future is almost entirely staked on the success of artificial intelligence. The stakes have never been higher.

The fate of the entire U.S. equity market now rests on the shoulders of the Magnificent 7 and their collective future is almost entirely staked on the success of artificial intelligence. The stakes have never been higher.

Emerging and frontier market bonds offer a compelling investment opportunity and play an important role in our clients’ portfolios. Emerging and developing economies represent about 85% the world's population and 60% of global economic output (GDP). Despite attractive historical performance and strong fundamentals, this asset class has been almost entirely ignored by investors and professionals alike.

The Federal Reserve is widely expected to announce a rate cut on Wednesday amid a rash of concerning economic data and the presence of two Fed governors in an active legal battle.

Prices for stocks, gold and bitcoin moved higher last week as investors anticipate a cut in interest rates by the Federal Reserve next week. Tariff uncertainty and inflation concerns linger ahead of fresh inflation reports this week.

Historically, September is the stock market's most challenging month, combining the worst average performance with increased volatility. All eyes are on Washington as the Fed and the Trump Administration clash over economic and fiscal policy.

Investor confidence in stocks has reached a new level of extreme. There’s a growing belief that the U.S. stock market is ‘unsinkable.’ When I expressed this concern to a fellow investment advisor, his response was stunning…

Hotter-than-expected inflation reports are testing the Federal Reserve. We explain why a strong economy and a surge in producer prices make a September rate cut a dangerous move, especially with tariff impacts still to come. Find out why we believe the Fed will hold steady, plus the latest on crypto adoption by major banks.

A quiet revolution is underway on Wall Street, and its engine is Ethereum. While the world speculates on the future of cryptocurrency, major financial institutions are already building the next generation of finance directly on Ethereum's rails. This is not a distant dream; it's happening now, with Wall Street leveraging Ethereum for stablecoins, tokenized stocks, and global payments.

Job growth slowed in July and numbers for May and June were revised “stunningly” lower. Trump fired the head of the Bureau of Labor Statistics (BLS) and hiked tariffs. Earnings reports were mixed, inflation accelerated and there was high drama at the Federal Reserve.

The stock market has reached a new all-time high, but impacts from higher tariffs have yet to hit the economy and may weigh on earnings season.

Stablecoins are important for several reasons. Most importantly, they act as a bridge between the traditional financial system and the growing digital monetary network.

We believe the bull market for uranium is still in its early innings, driven by a fundamental and persistent supply and demand imbalance.

“What is a cynic? A man who knows the price of everything and the value of nothing.” —Oscar Wilde

The U.S. has launched airstrikes on Iranian nuclear infrastructure. The parallels with the 2003 invasion of Iraq are hard to ignore.

Bitcoin holds the promise of revolutionizing money at a time when the cracks in the foundation of our monetary framework are expanding…