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The situation today suggests that the dollar is trading on the weak side of where it would normally be given the current level of real yields.

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In a couple of weeks we will get the first reading for third quarter GDP growth, and the current consensus among economists is for growth to be right around the same two percent.

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Foreign stocks outperformed US stocks, gold had its best first half performance since 2007 and the dollar its worst start to a year since 1973 in the first half.

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Fixed Income Outlook - Q3 2025

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Recent rate volatility has left investors demanding clarity on the direction of yields and what fair compensation for risk-taking should be.

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Stocks were down last week, but diversified investors benefitted from a rise in commodity prices and a small gain in bonds.

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Bill Conerly argues that business contingency planning should focus on the downside risk of recession rather than the upside from falling interest rates. Click to read.

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With such a historic domestic and international geopolitical backdrop, here we take a look at how the stock market not only moved higher but also impressively sits at all-time highs.

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Above The Noise: Putting Pessimism In Perspective

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Despite holding rates steady for a fourth consecutive meeting, the Fed has already implemented significant easing, with the Fed Funds Rate now 100 basis points below last year’s peak.

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When investors approach the financial markets, there’s a tendency to imagine that conditions can be judged as favorable or unfavorable based on one single measure or another.

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A recession could be likely to hit in H2 2025. But this could actually be very good news for dividend stocks. Read how I am positioning my portfolio to benefit from this.