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Indicators Point to Higher Market Upside After Strong Earning Reports

by The Wealth Advisor Contributor
Strong earnings momentum—particularly across AI-linked sectors—continues to underpin equity market resilience and supports the case for further upside. With major indices hovering near record levels and the S&P 500 delivering its strongest monthly performance since late 2020, the current environment is being driven less by multiple expansion and more by fundamental profit growth.

Featured

Private Credit Could Spark Psychological Contagion, Barr Warns

(Bloomberg) - Federal Reserve Governor Michael Barr said stress in private credit could spark “psychological contagion” leading to a broader credit crunch, once again warning against loosening the reins on Wall Street at a time

Bessent Says US Is ‘Suffocating’ Iran With Oil Industry Creaking

(Bloomberg) - Treasury Secretary Scott Bessent said the US is “suffocating” Iran with economic and financial pressure, suggesting that the rulers in Tehran will eventually buckle.

Kevin Warsh Says He Favors A More Dynamic Approach To Monetary Policy

Incoming Federal Reserve Chair Kevin Warsh signaled during his confirmation hearing that he favors a more dynamic and openly debated approach to monetary policy deliberations, suggesting that more rigorous internal disagreement can ultimat

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Companies

BlackRock Adds To Key Executive Committee In Talent Shuffle, Financial Times Reports

BlackRock on Tuesday added 20 of its top executives to a committee which plays a vital role in shaping strategy for the world's largest asset manager.

ETF Innovators

Finding Value in Securitized Credit: Manulife John Hancock’s JHMB ETF Targets Underused Bond Market

Many portfolios ignore securitized credit—one of the largest bond segments. The John Hancock Mortgage-Backed Securities ETF (JHMB) changes that, offering attractive yield and professional access to agency MBS and securitized assets. With yields matching corporate bonds’ and floating-rate opportunities emerging, this $155M strategy (as of September 10, 2025) from Manulife John Hancock Investments represents a compelling entry point into an underrepresented market.

The Trust Advisor

Katy Perry’s Team Seeks $5M In Damages From Dying Flower Shop Mogul After Years-Long Legal Fight Over Mansion

You might know that pop star Katy Perry has been in a dispute over her $15 million Montecito mansion for years.

The Trust Advisor

The $500 Million Divorce: Why Ultra-Wealthy Families Need Sophisticated Family Law Counsel

A $400 million divorce settlement involving an entrepreneur and philanthropist illustrates why ultra-wealthy families need more sophisticated counsel.

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FundFocus

Bill Ackman’s Pershing Square USA Sinks 16% After $5 Billion IPO

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Inside Jack Schlossberg's Trust Fund Amid Political Campaign

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The Only Number That Matters For 'Magnificent 7' Earnings This Week: Morning Brief

Companies

Microsoft Beats But Expectations Were Steep

News

Oil Prices May Spike Again As 'Something is Off' With the Current Math, JPMorgan Says

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