A renewed wave of optimism around artificial intelligence is reshaping equity market leadership, with meaningful implications for portfolio positioning among RIAs and wealth advisors. The sharp rally in semiconductor stocks has reaccelerated the AI investment theme, coinciding with the S&P 500 and Nasdaq Composite reaching fresh record highs.
Fannie Mae and Freddie Mac have been placing orders to purchase mortgage-backed securities, stepping into a market roiled by widening bond spreads.
Supreme Court’s decision against Trump’s tariffs to Fed rate hikes, range of pressures forcing shift in $31TN Treasury market back in favor of bears.
Jensen Huang may have just delivered his most ambitious blueprint yet, but Wall Street is increasingly divided on whether Nvidia's growth.
Global equity funds saw their first weekly outflow in 10 weeks in the week to Nov. 26 as concerns about stretched valuations outweighed optimism.
The S&P 500 has added 10% year to date as of Sept. 5, rocketing by 21 record highs in the process. Particularly astonishing because tariffs imposed.
Gold (GC=F) prices, already at record levels, are likely headed higher as rate cut expectations grow and Fed independence comes into question.