Earnings season kicks into high gear this week, with the big banks unofficially firing the starting gun on Tuesday.

After joining the World Trade Organization (WTO) in 2001, China’s trade with Latin America grew an average of 31% a year for approximately the next decade. In 2024, bilateral trade between the two regions hit $518 billion, overtaking the U.S. as South America’s top trading partner.

While energy policy in the US tends to be polarizing, nuclear energy enjoys broad support from both sides of the aisle. Republicans are drawn to nuclear’s energy security and reliability.

The latest moves by European companies to list in the US are more radical than meets the eye. AstraZeneca Plc and TotalEnergies SE want to upgrade their existing US equity offering to stock from from quasi stock — a well-trodden path. But as ever, the devil is in the detail.

There's a base layer that underpins technological buildouts for disruptive technology — the need for natural resources.

Corporate bond routs from Sao Paulo to Istanbul are signaling to investors that the standout run in emerging markets may be starting to show some cracks.

Oracle Corp. will get a chance this week to reassure investors that a rally, which has added roughly $400 billion in market value this year, is on a stable footing.

Following Friday’s selloff amid the resurgence of tariff threats on China, I asked ChatGPT a simple question: ”How to Stay Calm In The Stock Market?” In this week’s post, I thought it would be helpful to review ChatGPT’s advice and discuss it in more detail.

Modern economies are built on ideas, innovation, and intangible assets, but they still run on inputs you can’t digitize away. Labor, energy, materials, water, and capital are the physical and financial infrastructure that supports growth, drives margins, and defines which business models can actually scale.

OpenAI signed a multiyear agreement with Broadcom Inc. to collaborate on custom chips and networking equipment, marking the latest step in the startup’s ambitious plan to add computing infrastructure. Broadcom shares jumped.

Today we’ll go through the steps central banks typically follow through the debt cycle. Then we’ll contrast them with what central banks could do that might actually work.

President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?

As we write this, the market’s reaction to the government shutdown in the U.S. has been little more than a shoulder shrug. That would seem a rational response, particularly if this shutdown is short-lived.

The combined effects of declining capacity utilization in the United States and globally, the inherently deflationary power of artificial intelligence (AI), the Federal Reserve’s deliberate monetary restraint, and the liquidity-draining impact of tariffs will serve to impede economic growth and decrease inflation through 2025 and beyond.

These days, advisors and their clients are directly marketed private credit through interval funds and tender-offer structures. This change raises an important question: What should you say to a client who asks about these products?

Polymarket is a rational system, with efficiency, security and incentives designed into the platform. But it may still see unanticipated problems.

It's odd to consider, but a recession could flip our bullish outlook on bonds to bearish. It's unusual because typically, inflation drops during a recession, leading to lower yields and higher bond prices. However, we believe that if an economic downturn or recession occurs soon, the immediate effect on bonds will be favorable.

Private equity secondaries transactions likely will surge to a record in 2025. Learn what’s driving institutional investors to use them.

Something changed this year. This year, diversification beyond U.S. stocks has added value, as can be seen in the performances of portfolios.

On this week’s edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman assessed the health of the U.S. economy amid the ongoing government shutdown.

This year several new funds have debuted, each designed to meet the changing needs of today’s diversified portfolios.

As the Fall gets into gear, more and more investors and advisors will be considering their end of year tax bills. While markets saw plenty of uncertainty and upheaval so far in 2025, many will be facing significant tax implications on their gains.

Often pitted against each other, gold and Bitcoin are both benefiting from the effects of the current “debasement trade.” In turn, this creates investment opportunities to capture upside in ETFs that offer exposure to cryptocurrencies.

NVIDIA’s $100 billion partnership with OpenAI signals a paradigm shift, as demand for AI compute infrastructure surges beyond even the boldest forecasts.

Already off to a fine start due in part to the government shutdown headlines, bitcoin and BRRR could be in style this month and over the course of the fourth quarter with the help of favorable seasonality.

The fourth quarter is typically – seasonally – positive for U.S. equities. An ongoing government shutdown is not a strong backdrop for markets, but major indices remain close to record highs, waiting for new data for direction. It looks like a good time to be cautiously optimistic, or to get a little defensive, maybe add a little gold, and steer clear of highly valued stocks.

From technology firms to translators, the world has not faced up to the consequences of artificial intelligence wiping out swathes of jobs, according to one of AI’s biggest cheerleaders in finance.

American taxpayers spend billions of dollars annually supporting pharmaceutical development. Yet the US continues to pay more for medicine than any other country in the world.

Betting against the dollar has been the dominant trade this year in the $9.6 trillion-a-day foreign-exchange market, but the wager is starting to stumble.

The government shutdown is already beginning to impact air travel. Alarm bells are ringing about the air traffic controllers who are not being paid yet are expected to continue working. While members of Congress bicker, the snarls at airports and potential safety issues are coming like a downhill train that’s lost its brakes.

There’s a concerning undercurrent running through the US labor market. The unemployment rate has been steadily climbing. That’s unusual. Typically, when unemployment goes up, it spikes.

The European Union (EU) has a problem. For decades, member states enjoyed a tall glass of peace dividend lemonade under the shade of the U.S. security umbrella. Unfortunately, that era has ended.

September was a powerful month for ETF flows, despite volatility, fiscal deficit concerns, and a shifting macroeconomic backdrop.

Treasuries advanced Friday as traders reacted to evidence the US government shutdown may be curtailing economic activity.

Many investors have moved to add significant foreign equities exposure this year, rewarding them with strong performances and returns.

The U.S. Federal Reserve instituted its first interest rate cut of the year, which could force investors to reassess their fixed income portfolios to plan for further monetary policy changes. Given this, it’s an opportune time to consider using more flexible active funds in order to mute any rate cut noise.

Microsoft Corp.’s data-center crunch will continue for longer than the company has previously outlined, underscoring the software giant’s struggles to keep up with cloud demand.

Since the recovery from the global financial crisis (GFC), the S&P 500 has delivered one of the strongest and longest bull markets in U.S. history, with 16.2% annualized returns.

While the Consumer Price Index is closely followed, these five under-the-radar inflation gauges can provide more insight into inflation's trajectory.

Separately managed accounts, paired with systematic tax management, had the power to capture losses in the third quarter—even when the market was up.

The recent US government shutdown likely triggered immediate ripple effects across the workplace and has implications for retirement savers.

To make an allocation to any asset class, it’s essential to understand not just the return potential but also the underlying riskiness. In hard currency emerging debt, the primary risk is sovereign default.

Gold has climbed steadily higher over the past year. And the August attempt to fire Fed governor Lisa Cook seemed to catalyze what has since been a steep price rally.

In this video, Chuck Carnevale, co-founder of FAST Graphs and known as Mr. Valuation, takes a deep look at FactSet Research Systems (FDS) — time to buy? The company that provides data to FAST Graphs itself.

In a tough US market for domestic flying that has put low-cost airlines on the ropes, one startup is rapidly growing revenue by tapping underserved markets through direct flights using smaller aircraft with business-class and basic seating.

There has been a lot of hype surrounding artificial intelligence, and AI stocks have helped propel the stock market to record highs. Meanwhile, gold stocks have quietly outperformed AI chip stocks.

With official economic data on pause during the government shutdown, investors are left with limited visibility. Kevin Flanagan explains how markets are leaning on private sources and Fed signals to fill the gap.

How AI evolves is perhaps the biggest question looming over the future of both the stock market and the broader economy. The “magnificent seven” tech companies, all with big bets on AI, account for more than one third of the S&P 500 Index’s market capitalization, up from about a fifth at the end of 2022.

A decade ago, stablecoins were conceived as a bridge for speculators to travel between risky digital assets like Bitcoin and the less turbulent world of fiat money. That is changing fast. In the hands of a crypto-loving Trump administration, these dollar clones are shaping up as a highway that will carry America’s influence around the world.

How AI will reshape our lives is clouded with uncertainty. Researchers are debating what it means to achieve artificial general intelligence, or AGI, or whether the neural-network systems that drive chatbots like ChatGPT can lead us to that big prize.