This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.
Rapid repositioning in technology stocks has grabbed attention lately, but more subtle developments may have longer-term implications for investors, including higher real rates. https://t.co/5ECWflb7zq
US equities rose Monday, with the S&P 500 snapping a five-day streak of consecutive declines as renewed confidence in the AI capex trade spurred a rally in megacap technology names. Read more in the 1% Move report. https://t.co/nbUzwTP5dq
Emerging markets are increasingly differentiated, making active country and sector selection more important for diversification and returns. https://t.co/UL5Z5AyEB3
Over one week, investors gained clarity on the opening of the Strait of Hormuz, new leadership at the Fed and the impact of record-high issuance. Relief is understandable, but are the issues resolved? https://t.co/72k40tI59g
US equities declined sharply on Tuesday as doubts surrounding the sustainability of the AI-driven rally spurred a global momentum unwind. Read more in the 1% Move report. https://t.co/wSpK53tJeh
US equities retreated Wednesday as the first FOMC meeting for new Fed Chair Kevin Warsh yielded no change in the Fed Funds rate and a more hawkish shift for monetary policy. Read more in the 1% Move report: https://t.co/KoPcnd2GJU
US equities rallied Monday on news that the US and Iran reached an agreement to re-open the Strait of Hormuz. Read more in the 1% Move report. https://t.co/3tsE7jyiS9
US equities rebounded Thursday after President Trump signaled an imminent end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/lhFz6Y80tl
US equities fell Wednesday on heightened geopolitical tensions, with President Trump announcing renewed strikes on Iran. Read more in the 1% Move report. https://t.co/NxPOn3iy2i
AI infrastructure has driven a narrow rally, but sustainability risks are rising, reinforcing the need for investors to stay diversified and focus on quality. https://t.co/mewymrVnbH
US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report. https://t.co/XAl1ttmERW
The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions. https://t.co/oAlKx7jbb8
Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency. https://t.co/CnRbPAEHSg