Outlook

The risks of high tariffs and a potential trade war may have a greater impact on currency markets going forward.

Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data.

The Fed decided to give investors a 25-basis point rate cut as a gift of cheer in their stocking.

If the Fed cannot cut rates as much as people expect due to persistent inflation and a relatively stable job market, we could see a bear steepener.

Global monetary policies diverge sharply, with the U.S. Fed navigating inflation and labor markets while other central banks cautiously extend their rate-cutting cycles.

The recent jobs report was good, but will it affect Fed's decisions?

Let's look at the themes that will shape the future of wealth management.

The effects of recent shocks in global macro policy and politics seem to have simmered down only to reverse.