Category: Markets
Shutdown fogs moment of clarity
The prospects of a prolonged government shutdown have let the fog roll back in on investors’ uncertainty over rates.
Markets surprise. What should investors do?
“In other words, we don’t look to invest in certainty because the opportunity lies in the unknown.”
Rare U-turn raises yield curve concerns
Recently, the yield curve – a vital market indicator – has been flashing a sign that is rarely seen: A U-shaped curve.
Clarity amid uncertainty leaves questions
Despite a seasonally slower period for investors, we’ve been given plenty to keep our eyes on.
Investing fundamentals: A shift in winds
“A fundamental shift to a weaker dollar creates opportunities both here and abroad.”
Mid-2025: Foggy outlook, balance rules
Summer usually has clearer skies, but the financial forecast mid-2025 is clouded by tariff concerns, as Adam Baley explains.
Summer forecast: Frenetic, volatile
Summer activities typically mean calmer markets, but unresolved questions this summer might shift the pattern.
Don’t fix the roof in the eye of a storm
After getting whipped about early in April, investors shouldn’t get lulled by the subsequent calm, Kyle Tetting advises.
Tariff volatility: Investor questions
Amid market volatility sparked by U.S. tariff announcements, Kyle Tetting advises three questions for long-term investors.
Seeking balance amid volatility
“Despite recent volatility,” Kyle Tetting writes, “we have not seen much change in the long-term fundamental outlook.”