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Is a Private Equity Comeback on the Horizon?

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The first half of 2025 may not have been kind to private equity, but new data suggests that things could turn around soon.

S&P 500 Snapshot: Shortened Trading Week Ends with Record High

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The S&P 500 closed out the shortened-trading week at a new record high, its third in the past four trading days.

ISM Services PMI Returns to Expansion Territory in June

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The Institute for Supply Management (ISM) released its June Services Purchasing Managers' Index (PMI), with the headline composite index at 50.8. This was consistent with the forecast and moves the index back into expansion territory after one month of contraction.

S&P Global Services PMI: Growth Sustained in June

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The June U.S. Services Purchasing Managers' Index (PMI) from S&P Global came in at 52.9, above the 52.8 forecast. The reading marks the 29th consecutive month of expansion but was a slight slow down from May's 53.7 reading.

Trump’s Vietnam Deal Stokes Asia Concern as Trade Deadline Looms

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Vietnam’s trade deal with the US is a wake-up call for Asian governments grappling with the reality that higher tariffs are here to stay.

AstraZeneca CEO Wants to Move Listing to US, Times Reports

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AstraZeneca Plc’s Chief Executive Officer Pascal Soriot wants to move the drugmaker’s stock listing to the US, the Times reported, in what would be another sign of the UK’s waning status as a magnet for global capital.

Bond Traders Scrap Bets on July Rate Cut After Strong Jobs Data

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Treasuries tumbled after a stronger-than-expected jobs report for June prompted traders to exit bets on an interest-rate cut by the Federal Reserve this month.

The Surprising Tariff Lesson Buried in Inflation Data

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If the Trump administration’s tariff policies result in higher overall inflation, a scenario that will play out in the coming weeks, the question is who will pay for it.

Today’s Housing Math Favors Buying — Even in Austin

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With mortgage rates still near 7%, even relatively wealthy households are choosing to rent rather than buy, and it’s easy to understand why.

Tesla Hit Refresh on Its EVs. It Didn't Work.: Liam Denning

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Forget Tesla for a moment. Just imagine an anonymous company with the following characteristics.

Trade Deficit Expands 19% in May

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The U.S. trade deficit expanded nearly 19% to -$71.5B, as exports declined more than imports declined.

Employment Report: 147K Jobs Added in June, More Than Expected

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The latest employment report showed that 147,000 jobs were added in June, up from 144,000 in May and higher than the expected 111,000 addition. Meanwhile, the unemployment rate unexpectedly inched lower to 4.1%.

Energy: Global Excess or Shortage of Power?

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Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

Unemployment Claims Down 4K, Lower Than Expected

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In the week ending June 28th, initial jobless claims were at a seasonally adjusted level of 233,000. This represents a decrease of 4,000 from the previous week's figure. The latest reading was lower than the 240,000 forecast.

Under the Macroscope: Why Cutting the SLR Matters

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Proposed regulatory changes involving the Supplementary Leverage Ratio may have benefits for both large banks and the Treasury market.

Equity Markets Found Traction in June

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Equity markets continued to march higher in June, seemingly unfazed by heightened Middle East tensions (which were short-lived) and the looming July 8 deadline for the administration’s pause on reciprocal tariffs.

Midyear Fixed Income Outlook: Starting Yields Matter Amid Uncertainty

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We began the year optimistic that an environment of slowing growth, disinflation and easier monetary policy would be favorable for fixed income markets. Now at midyear, we maintain that view, while acknowledging that policy uncertainty and geopolitical risks may likely result in continued volatility.

A Lesson From Recent History

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It has been over six months since the FOMC has made a change to the Fed Funds rate. While the debate continues as to when the next cut will be, market consensus (per Bloomberg calculations) is currently for a 25 basis point cut in September.

India's Incomplete Growth

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An economy cannot subsist on services alone.

Markets Soar on Rate Cut Hopes, Job Strength

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On the latest edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman explored key drivers behind the strong performance in markets. He also provided an update on a proposed U.S. tax measure.

Fixed-Income Outlook: Expanding the Field

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The US economy is important, but it’s not the only one in a global approach.

VOO Still Heavyweight ETF Champ & Other 1st Half Trends

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With the first half of 2025 in the books, it’s been a very interesting six months — emphasis on “V” because the S&P 500 saw a nice V-shaped formation following the April sell-off. As markets always reveal, interesting times call for interesting ETF trends to follow.

Balancing Act: Building Resilient Portfolios in a Changing Landscape

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In recent months, markets have whipsawed amid changes in trade policy, geopolitical shocks, concerns about fiscal sustainability, challenges to central bank independence, technological advancements, and earnings surprises in both directions. Despite this, stocks and bonds in much of the world are close to where they began the year.

The Lasting Impact of the COVID M2 Surge: Why Diversification Is More Crucial Than Ever

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When the Fed increased the M2 money supply by over 40% during the COVID crisis, our instinct was that the implications would extend far beyond a temporary boost to the U.S. stock market and higher inflation. That intuition is proving accurate. We’re now seeing the long-term ripple effects play out in real time across multiple asset classes and global markets.

Two Measures of Inflation: May 2025

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Inflation remains a hot topic, directly impacting everything from your grocery bill to interest rates. As of May 2025, two key inflation gauges — the Personal Consumption Expenditures (PCE) Price Index and the Consumer Price Index (CPI) — show that prices are still above the Federal Reserve's 2% target, with the core PCE at 2.7% and core CPI at 2.8%.

The S&P 500, Dow and Nasdaq Since 2000 Highs as of June 2025

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Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the June 2025 close.

Secular Bull and Bear Market Trends: June 2025

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The S&P 500 real monthly averages of daily closes reached a new all-time high in December 2024 but has retreated from it over the past few months. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.

The Total Return Roller Coaster: June 2025

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Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation?

The Advisors Who Will Thrive in 2035 Are Planning in 2025

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Financial advice is going to be in more demand than ever in 10 years. Is your firm ready for the challenge?

Buffett Valuation Indicator: June 2025

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With the Q1 GDP third estimate and the June close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 197.6%, down slightly from the previous quarter.

Expand Your Mind and Your Commodity Universe

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For good reasons, many investors have a love-hate relationship with commodity investments. Operationally, the annoying K-1 form complicates tax filing, although thankfully the industry has started to launch “no K-1” funds.

How to Nurture Firm Culture, Values When Breaking Out on Your Own

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Your firm's culture should reflect your values and your mission.

Cryptocurrencies: Bitcoin Closes Out First Half of 2025 Up 13% YTD

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Bitcoin's closing price closed out the first half of 2025 just above $107,000. BTC is up ~13 year to date and is now ~4% below its record high from May 2025.

ADP National Employment Report: 33K Private Jobs Unexpectedly Lost in June

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The ADP employment report revealed that 33,000 nonfarm private jobs were unexpectedly lost in June, down from the 29,000 addition in May. This is the first monthly reduction since March 2023 when there was a decline of 53,000 jobs. The latest reading was lower than the expected 99,000 addition.

Equity Outlook: Applying Timeless Insights for Volatile Times Ahead

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This year’s formidable challenges have clarified strategic lessons for equity investors to apply in the coming months

Apple, Alphabet and Tesla are Holding the S&P 500 Rally Back

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Investors may be tempted to imagine how much higher the S&P 500 Index would be if three of its most influential stocks weren’t lagging behind.

JPMorgan’s Blockchain Unit Explores Tokenizing Carbon Credits

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JPMorgan Chase & Co. is developing a new service to tokenize carbon credits and is partnering with a trio of carbon companies for an initial trial.

Market Valuation, Inflation and Treasury Yields - June 2025

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Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

Treasuries Fall for Second Day With Focus on US Jobs Numbers

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Treasuries are set for a second daily drop heading into a double whammy of labor data, following an unexpected jump in US job opening numbers.

Stocks Slip From Highs as Senate Marathon Persists

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The marathon Senate budget vote took center stage early and stocks slipped from yesterday's all-time highs. Job openings, Powell, and manufacturing data are top of mind.

Goldman Sachs Options-Based ETFs Double Assets in 2025

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Goldman Sachs entered the ETF market nearly 10 years ago, yet two of its most popular products in 2025 are relatively new, both with less than a two-year track record.

Netflix’s Lofty Valuation Has Even Bullish Investors Nervous

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Netflix Inc. investors face a dilemma: Continue to bet on a stock that has delivered best-in-class returns over the past year or reconsider shares that increasingly look like they’re priced for perfection.

Are Foreigners Changing Their Minds on India?

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India has seen foreigners leaving the market for most of 2025. For this and other reasons, India has become one of the bigger shorts in our Systematic Global Macro Strategy’s equity portfolio

Active Management Comes for Private Credit

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As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.

Prevailing Skepticism Means Rally Has More Room

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Markets notched fresh all-time highs on Friday with a positive tone and geopolitical outlook. Swift retreat in oil back to pre-strike levels, combined with friendlier NATO negotiations and de-escalated fighting in Iran restored risk appetite.

SLR: Could It End The Bond Bear Market

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For sophisticated investors, this technical shift marks a subtle but powerful pivot in monetary mechanics. It could create demand for Treasuries, improve market liquidity, and push yields lower at a time when the economy is slowing.

A Bird in the Hand...

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In a speculative market chasing AI and high beta, this report makes the case for the steady power of compounding dividends reminding investors that, especially late in the cycle, a bird in the hand may truly be worth two in the bush.

Rethinking U.S. Infrastructure Investment

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Only a subset of subsidies will be rolled back.

Iran Conflict Equity Implications

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A potential conflict with Iran has consistently appeared in our monthly Market Risk Monitor for over two years. Now that risk has materialized. Our equity portfolio managers assess the implications for global markets.

EU to Accept Trump Universal Tariff but Seeks Key Exemptions

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The European Union is willing to accept a trade arrangement with the US that includes a 10% universal tariff on many of the bloc’s exports, but wants the US to commit to lower rates than that on key sectors such as pharmaceuticals, alcohol, semiconductors and commercial aircraft.