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Markets
26253 posts
Yields and Credit Quality Make High Yield Bonds Attractive for 2025
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low. by Eric…
From Boom to Gloom: Why Aerospace Stocks Are Losing Altitude
by SIACharts.com One sector that performed exceptionally in 2024 was the SIA Aerospace and Defence sector, driven by…
High-Level Thoughts on Stock and Bond Markets in 2025
by Jeffrey Buchbinder, Chief Equity Strategist & Team, LPL Financial LPL Research’s Outlook 2025: Pragmatic Optimism will be…
The four Trump policies most likely to impact economic growth
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Potential growth opportunities - Deregulation and tax cuts…
2025 Annual Global Market Outlook: The Mechazilla Moment
by Andrew Pease, Russell Investments Executive summary: We expect that the U.S. will achieve a soft-landing in 2025,…
U.S. Equities: A Mixed Bag of Opportunity and Risk
2025 returns look positive, but may be subject to potentially significant shifts in the macro backdrop.
Dovish Drift: The BoC’s Cuts by 50 bps, Signals a More Cautious Path Ahead
"With interest rates no longer 'clearly in restrictive territory,' the central bank will take 'a more gradual approach'…
Newell Brands' Stunning Comeback: The 65% Stock Surge Everyone’s Talking About
by SIACharts.com Newell Brands Inc. (NWL), a company with a market capitalization of $4.81 billion, is an American…
Borderline Reality: U.S. Tariff Threat Looms Over Canada’s Economic Backbone
"Tariffs rarely provide sustained net economic benefits, especially in closely integrated countries like Canada and the U.S." –…
Portfolio Rebalancing And Valuations. Two Risks We Are Watching.
by Lance Roberts, RIA While analysts are currently very optimistic about the market, the combined risk of high…
Trump 2.0 and the Semiconductor Supply Chain
by Yan Taw (YT) Boon, Head of Thematic – Asia, Neuberger Berman Donald Trump’s re-election could accelerate efforts…
Irresponsible and Addictive Deficits
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Why hasn’t tighter monetary…
Over-Exuberant Positioning for a December Rally
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Rethinking Wealth: Unlocking the Power of Private Markets with Tony Davidow
Listen on The Move In this episode of Insight is Capital, we’re joined by Tony Davidow, Senior Alternatives…
Mining Gold in Aluminum: Alcoa's Breakthrough Amid a 23% Sector Surge
by SIACharts.com Alcoa Corporation is the world's eighth-largest producer of aluminum and a member of the mining and…
