U.S. Stocks in Transition
An analysis of the U.S. stock market transition, covering opportunities, risks, Federal Reserve policy, earnings growth, valuation shifts, a
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U.S. Equities at a Crossroads
Explore how geopolitical risk, Federal Reserve policy, and interest rates are shaping U.S. equities and what investors should watch next.
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U.S. Stocks: Risks and Rewards
Explore the opportunities, risks, and long-term logic behind investing in U.S. stocks, from valuations and the Fed to sector leadership and
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Trump visits Turkey for a strained NATO summit as Russia attacks
Trump heads to Turkey for a NATO summit as Russia’s attacks in Ukraine strain the alliance, while the U.S. presses members to raise defense
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U.S. 250th anniversary: Trump campaign-style July 4 speech
U.S. 250th anniversary on the National Mall: Trump delivered a campaign-style speech, calling for voting restrictions, warning of communist
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Fed stress test: 32 banks can absorb $708 billion in losses
The Fed’s annual stress test shows 32 U.S. banks would stay above minimum capital requirements under a severe recession scenario, could abso
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US PCE Inflation Stays Hot
US PCE inflation rose again, keeping the Federal Reserve cautious as markets reassess interest rates, monetary policy, and the outlook for s
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UK Food Inflation Slows
UK food inflation eased to a 15-month low, signaling cooling price pressures and reducing expectations for further Bank of England rate hike
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For Jamie Dimon, retirement from JPMorgan is always five years away
Jamie Dimon, CEO of JP Morgan Chase, speaking at the 2019 WEF in Davos, Switzerland on Jan. 23rd, 2019.Adam Galica | CNBCFor years, Jamie Di
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U.S. charitable giving tops $600 billion for the first time: market and bequest effects
U.S. charitable giving was estimated at $617.2 billion last year, topping $600 billion for the first time. A stock-market rally lifted beque
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JPMorgan $5 billion buyback and dividend hike: Fed stress test passed
JPMorgan announced a $5 billion share buyback and a 10% quarterly dividend increase to $1.65, after the Fed stress test showed big banks rem
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New York pied-à-terre tax: rates, thresholds, who pays
New York’s new pied-à-terre tax targets nonprimary homes worth $1M+ with staged rates. Here’s who pays, the 2026-2027 start, and the key cal
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Luxury experiences rebound: travel and dining growth in 2026
Luxury spending is expected to rebound in 2026, led by luxury experiences. Bain and Altagamma forecast 1%-4% growth in luxury goods and 3%-7
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Intergenerational wealth transfer: investment strategy and risk management ($83.5 trillion)
The intergenerational wealth transfer is underway: UBS expects about $83.5 trillion to pass from baby boomers to the next generation over th
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New York’s pied-à-terre tax rules: who pays and how much
New York has passed a second-home tax (pied-à-terre tax). It rolls out in two phases: 2026-2028 based on value bands, then in 2028-2029 valu
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