The first full trading week of the new year could ⁠shake the U.S. stock market out of its winter holiday slumber as the monthly jobs data headlines a busy start to 2026 for investors. Stocks slid in the final session of 2025, ​with the benchmark S&P 500 falling into a monthly loss ‍for December. Bu»»»

JPMorgan's Craig Cohen tells us that today will be the fifth time that the Fed cuts rates with the S&P 500 at all-time highs. All prior instances the S&P 500 was higher a year later with an average return of 20%. The worst one-year return was a 15% gain which occurred last year. ... »»»

Trump’s tariffs‭, ‬introduced on April 2‭, ‬continue to rile the global markets‭, ‬going from 2-3‭ ‬per cent before April 2‭ ‬to between 10‭ ‬and‭ ‬20‭ ‬per cent today‭, ‬and changing‭.‬ In the April 13‭ ‬article‭, ‬I mentioned that this was not a Black Swan event‭ (‬unknown unknown‭). ‬Now‭, ‬I am»»»

Howard Marks asserts that fixed-income investments are currently very competitive, with high-yield bonds and private credit offering higher returns compared to equities. He suggests that investors should consider rebalancing their portfolios due to changing rate environments and lower projected ret»»»

Fed’s former Federal Reserve Chair Ben Bernanke used to quip, “monetary policy is 98% talk and only 2% action.” Perhaps his numbers were a little exaggerated, but there’s no doubt that the financial market impact of policymakers’ signals can be just as powerful as their actual decisions. If not mor»»»