Here we are, the last day and the last trading day of the year. It’s now been about two years that ChatGPT was launched and it’s been two years that the AI buzz pushed some US Big Tech companies to ... the sky, really.
The consensus is that 2025 should be a good year, that the easing central bank policies and falling yields should help the US Big ... Show More
Aug 21
Has equity rally peaked or is this just a minor correction?
Yesterday’s FOMC minutes spooked investors, accelerating the tech-led selloff. Officials remain worried about inflation, signaling they’d act before cutting rates, though the meeting occurred before the weak July jobs data hit. Powell’s speech tomorrow is expected to strike a bal ... Show More
10m 37s
Jun 27
Is the International Outlook Brighter Than the US?
Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningsta ... Show More
18m 54s
Mar 2025
Mood improves as equities rebound but gold and dollar stay bid
Send us a textTariff chaos pushes gold above $3,000, dollar advances too. But some easing in risk-off mood after US government shutdown averted. US futures turn higher, Chinese stocks rally on consumption stimulus. Euro drifts lower amid US-EU tariff battle and German debt brake ... Show More
4m 11s
Oct 2024
10-10-24 Rising Volatility, China Stimulus, & Storms' Economic Surge - What They Mean For Portfolios
All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ... Show More
46m 29s
Apr 2025
Gold shines brighter as Liberation Day looms
European markets dropped yesterday but US stocks rebounded and the S&P 500 index closed up 0.6%, although this wasn’t enough to stop the benchmark index from posting its worst month in two years. Gold hit a fresh all-time high, up 1.2%, as investors sought safety amid concerns ov ... Show More
11m 23s