Spring break came and went, and market watchers will soon turn their calendars and put April in the history books. This month, U.S. stocks experienced record trading volume, historic intra-day price swings, and widespread technical damage as a storm
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It was quite the week in the Treasury market last week, which was influenced by multiple factors: sticky inflation expectations, the Federal Reserve's (Fed) patient stance, rumors of foreign buyer boycotts, hedge fund deleveraging, portfolio reba
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The sharp declines in U.S. equity indexes over the past week were unsettling, but far from unprecedented. Historically, similar sell-offs have occurred at least 14 other times in the past century under strict definitions of what constitutes a "w
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After last week’s eyebrow-raising selloff and a roller coaster session on Monday, U.S. equities attempted to claw back a portion of their recent losses yesterday. Markets initially cheered potential trade deals that could be around the corner f
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The announcement of higher-than-anticipated tariffs during President Donald Trump’s self-proclaimed “Liberation Day” last week rattled markets, briefly pushing U.S. equities into a bear market — characterized by a decline of 2
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After much anticipation, the tariff band-aid was finally ripped off yesterday. Unfortunately for those expecting the news to be relatively painless, they were left disappointed with discomfort as the White House rolled out 10% universal tariffs on al
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Defining Moments in History
Anyone who remembers the joy of visiting airports in the pre-9/11 era knows how drastic security changes affect today’s flying experience. The Great Financial Crisis, another defining moment in hi
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Investors are often eager to see how the funds or managers they use (or are considering) have performed compared to indexes or peer groups over the trailing 3- and 5-years. It is understandable why investors want to own funds or managers with a recor
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Greener grass appears to be growing outside of the U.S. Attractive valuations, the prospect of easing global financial conditions coupled with fiscal support, and a drop in the U.S. dollar have been key catalysts behind the outperformance of internat
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Vibecession
If you believe the latest survey data, whether it’s from the Conference Board or from the University of Michigan, you would think the economy is on the cusp of a recession. Granted, the decline in confidence for
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