The Markets

The Fed Cut Playbook

Still Bullish on Big Tech

“Stocks Are Still Very Undervalued”

Will the dollar keep dropping?

Global income plays

The three top equity market themes

Climbing the “wall of worry”

European opportunities

Staying long US assets

“This is what people were hoping for”

Why emerging markets could keep rallying

Fade the S&P 500 rally?

Why tech stocks could keep rallying

“Long stocks, short bonds”

Time to buy bonds?

“The most attractive hedge”

Opportunities amidst historic volatility

Tariffs could spark “a new rotation” in US equities

Can US equities rally again?

Bonds or stocks: The 2025 income play

“The US is still the place to be”

Buy the dip in US equities?

Is the US consumer in trouble?

Why gold could rise even higher

The 1982 playbook

Finding opportunities in a “trickier” market

Markets make sense of the Fed

The key US equity theme for 2025

The perfect setup for US stocks?

What the huge jobs number means for investors

Why US stocks could keep rising in 2025

“US exceptionalism all over again”

What Black Friday numbers say about the US consumer

What’s the next tech trade?

Why a “Santa Rally” may be ahead

Is the Trump trade just getting started?

“A great time to buy bonds”

Will earnings boost US stocks?

The new equity opportunities

The biggest opportunities in US credit markets

Does the China rally have legs?

Is the US consumer still strong?

“The Fed’s got your back”: What the rate cut means for investors

Can the US rally get back on track?

What the jobs report means for markets

The case for a tech comeback

“A solid buying opportunity”: Making sense of the market shakeout

What Fed cuts will mean for markets

Is the big tech trade over?

Divergence watch: ECB decision and central banks’ policy paths