This Packers season has parallels to today’s financial markets. The Artificial Intelligence (AI) boom has propelled markets higher for the past 3 years. The S&P 500 is up just shy of 15% through 9/30/25, following 20%+ years in 2023 and 2024.

The sector is also emerging as the most in-demand S&P 500 sector this quarter. XLV has attracted some $872 million in net new money by Oct. 13, according to our data. That places XLV among top 10 equity ETF asset gatherers this quarter.

Last week’s headlines around China tariffs and corresponding weakness in oil prices brought back memories of April and May when oil and energy stocks sold off sharply on the heels of tariff news. The weakness in energy infrastructure has been particularly acute.

Sentiment in the fixed income markets remains bullish and issuance is robust, but spreads are tight so we are staying defensive and investing opportunistically.

If you want to understand where we are in the cycle, skip the noise and follow profits. Corporate profits are the lifeblood of investment, hiring, and market returns.

Sunday, October 12 marked the third anniversary of this bull market. Fast forward three years, and this bull market is still going strong. But will it continue? You may be surprised to know that bull markets lasting three years tend to keep going for a while.

With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

The GENIUS Act shows the way forward for payment stablecoins.

CIO Sean Taylor assesses a strong quarter for emerging markets which was driven by returns in North Asia and Latin America, and AI-related themes.

The Vanguard Retirement Outlook broke down exactly how retirement-ready the American workforce is, on a generational basis.

September proved to be a powerful month for ETF flows, even as investors faced elevated long-end volatility, concerns about fiscal deficits, and a shifting macroeconomic backdrop. Rather than retreat from markets, investors leaned into opportunity, particularly in fixed income.

Tech and its derivatives have led returns thus far. After hefty multiple expansion, earnings will need to take the driver’s seat.

On a recent episode of the Money Metals podcast, host Mike Maharrey interviewed Brien Lundin. Brien Lundin is the CEO of Jefferson Financial, publisher of Gold Newsletter, and organizer of the New Orleans Investment Conference.

Trump’s threat to impose 100% tariffs roiled markets Friday, and clearly, if implemented, would send stocks much lower. But this may also be the last salvo before a final deal is worked out.

With the U.S. government shut down, the Labor Department was unable to release the monthly employment report on October 3. You could almost sense the economics community experiencing a kind of withdrawal, not sure of how to cope with the deprivation of data.

Over the past two and one-half decades the federal government has buried taxpayers under a mountain of debt, now approaching $38 trillion.

Earnings season kicks into high gear this week, with the big banks unofficially firing the starting gun on Tuesday.

After joining the World Trade Organization (WTO) in 2001, China’s trade with Latin America grew an average of 31% a year for approximately the next decade. In 2024, bilateral trade between the two regions hit $518 billion, overtaking the U.S. as South America’s top trading partner.

While energy policy in the US tends to be polarizing, nuclear energy enjoys broad support from both sides of the aisle. Republicans are drawn to nuclear’s energy security and reliability.

There's a base layer that underpins technological buildouts for disruptive technology — the need for natural resources.

Following Friday’s selloff amid the resurgence of tariff threats on China, I asked ChatGPT a simple question: ”How to Stay Calm In The Stock Market?” In this week’s post, I thought it would be helpful to review ChatGPT’s advice and discuss it in more detail.

Today we’ll go through the steps central banks typically follow through the debt cycle. Then we’ll contrast them with what central banks could do that might actually work.

President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?

As we write this, the market’s reaction to the government shutdown in the U.S. has been little more than a shoulder shrug. That would seem a rational response, particularly if this shutdown is short-lived.

The combined effects of declining capacity utilization in the United States and globally, the inherently deflationary power of artificial intelligence (AI), the Federal Reserve’s deliberate monetary restraint, and the liquidity-draining impact of tariffs will serve to impede economic growth and decrease inflation through 2025 and beyond.

Private equity secondaries transactions likely will surge to a record in 2025. Learn what’s driving institutional investors to use them.

On this week’s edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman assessed the health of the U.S. economy amid the ongoing government shutdown.

This year several new funds have debuted, each designed to meet the changing needs of today’s diversified portfolios.

As the Fall gets into gear, more and more investors and advisors will be considering their end of year tax bills. While markets saw plenty of uncertainty and upheaval so far in 2025, many will be facing significant tax implications on their gains.

Often pitted against each other, gold and Bitcoin are both benefiting from the effects of the current “debasement trade.” In turn, this creates investment opportunities to capture upside in ETFs that offer exposure to cryptocurrencies.

NVIDIA’s $100 billion partnership with OpenAI signals a paradigm shift, as demand for AI compute infrastructure surges beyond even the boldest forecasts.

Already off to a fine start due in part to the government shutdown headlines, bitcoin and BRRR could be in style this month and over the course of the fourth quarter with the help of favorable seasonality.

The fourth quarter is typically – seasonally – positive for U.S. equities. An ongoing government shutdown is not a strong backdrop for markets, but major indices remain close to record highs, waiting for new data for direction. It looks like a good time to be cautiously optimistic, or to get a little defensive, maybe add a little gold, and steer clear of highly valued stocks.

There’s a concerning undercurrent running through the US labor market. The unemployment rate has been steadily climbing. That’s unusual. Typically, when unemployment goes up, it spikes.

The European Union (EU) has a problem. For decades, member states enjoyed a tall glass of peace dividend lemonade under the shade of the U.S. security umbrella. Unfortunately, that era has ended.

September was a powerful month for ETF flows, despite volatility, fiscal deficit concerns, and a shifting macroeconomic backdrop.

Many investors have moved to add significant foreign equities exposure this year, rewarding them with strong performances and returns.

The U.S. Federal Reserve instituted its first interest rate cut of the year, which could force investors to reassess their fixed income portfolios to plan for further monetary policy changes. Given this, it’s an opportune time to consider using more flexible active funds in order to mute any rate cut noise.

Since the recovery from the global financial crisis (GFC), the S&P 500 has delivered one of the strongest and longest bull markets in U.S. history, with 16.2% annualized returns.

While the Consumer Price Index is closely followed, these five under-the-radar inflation gauges can provide more insight into inflation's trajectory.

Separately managed accounts, paired with systematic tax management, had the power to capture losses in the third quarter—even when the market was up.

The recent US government shutdown likely triggered immediate ripple effects across the workplace and has implications for retirement savers.

To make an allocation to any asset class, it’s essential to understand not just the return potential but also the underlying riskiness. In hard currency emerging debt, the primary risk is sovereign default.

Gold has climbed steadily higher over the past year. And the August attempt to fire Fed governor Lisa Cook seemed to catalyze what has since been a steep price rally.

In this video, Chuck Carnevale, co-founder of FAST Graphs and known as Mr. Valuation, takes a deep look at FactSet Research Systems (FDS) — time to buy? The company that provides data to FAST Graphs itself.

There has been a lot of hype surrounding artificial intelligence, and AI stocks have helped propel the stock market to record highs. Meanwhile, gold stocks have quietly outperformed AI chip stocks.

With official economic data on pause during the government shutdown, investors are left with limited visibility. Kevin Flanagan explains how markets are leaning on private sources and Fed signals to fill the gap.

For years, mainstream investment gurus have steered clients away from gold. But with the yellow metal gaining more than 87 percent since January 2024, it’s getting hard to ignore the yellow metal.

The full impact of U.S. import tariffs on the broader economy has yet to be felt and may not happen for some time—or even at all. Economic distortions from tariffs are still filtering through the global economy, but so are offsets such as fiscal and monetary stimulus, as well as spending on artificial intelligence (AI).