Download Full Report This article was authored by: Ivana Pino Debt balances continue to rise, according to the latest data from the Federal Reserve Bank of New York. The latest quarterly report on household debt and credit shows that total household debt increased by $191 billion in the fourth quarter of 2025, to a new […]
Download Full Report This article was authored by: Lance Roberts When bear market losses occur, headlines talk in percentages: “The market dropped 20%.” Investors nod. A 20% decline sounds manageable, historical, and expected. However, looking at the markets this way and assuming that bull markets have dwarfed bear markets throughout history creates an illusion of […]
Download Full Report This article was authored by: Lance Roberts The reality is that markets have changed. Monetary and fiscal interventions, global central bank interest rate policies, the maturity of algorithmic and computerized trading strategies, and concentration have reduced diversification’s value. Furthermore, in times of crisis, like 2020, the diversification failed to protect investors from […]
Download Full Report This article was authored by: Claire Boston Mortgage rates dropped to their lowest level in more than a year. The average 30-year mortgage rate was 6.19%, down from 6.27% a week earlier. Average 15-year mortgage rates were 5.44%, down from 5.52%. The 10-year Treasury yield, which mortgage rates closely track, dropped below […]
Download Full Report This article was authored by: Michael Gray Congress is required to pass a budget annually but has failed to do so on time in 94% of the past 33 years. Historically, S&P 500 performance rebounds after shutdowns, with markets largely unfazed by political brinkmanship. Breakdown of the Federal Government’s $6.8 Trillion Budget […]
Download Full Report This article was authored by: Jennifer Schonberger A fresh reading on the Federal Reserve’s inflation gauge inched up again, but it isn’t likely to knock the central bank off course to cut rates in September. But the size of that opening is going to depend on whether labor-market weakness continues to look […]
Download Full Report This article was authored by: Myles Udland & Jennifer Schonberger Federal Reserve Chair Jerome Powell opened the door to a September rate cut, saying in a speech in Jackson Hole that “the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance.” In a speech that touched both […]
Download Full Report This article was authored by: Lance Roberts Relative performance is the comparison of your portfolio’s returns to those of some benchmark index. Absolute performance is the return of the portfolio itself on a year-over-year basis. Changing your view from “relative performance” to an “absolute” investment strategy can significantly increase your long-term results. […]
Download Full Report This article was authored by: Jennifer Schonberger The Federal Reserve’s preferred inflation gauge showed prices in February rose more than expected, re-intensifying the central bank’s inflation battle at a time when it expects new tariffs from the Trump administration to push prices higher. The new reading makes it more likely that officials […]
Download Full Report This article was authored by: Austin Rogers We have been arguing for a few years now that the post-pandemic inflationary surge was a unique, one-time shock caused by the combination of massive money creation and supply chain breakdowns. Those two factors resulted in a generational high in inflation, which was hit in […]
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