Franklin Templeton: Fed Dovish? Maybe, Maybe Not
Originally published in Stephen Dover’s LinkedIn Newsletter, Global Market Perspectives. Follow Stephen Dover on LinkedIn where he posts his thoughts and comments as well as his Global Market Perspectives newsletter. Federal Reserve Chairman Jerome Powell’s speech today at the Jackson Hole Conference has been greeted by stock, bond and currency markets as a dovish pivot […]
Visual Capitalist: The $127 Trillion Global Stock Market In One Giant Chart
The $127 Trillion Global Stock Market in One Giant Chart Key Takeaways The global stock market has a total value of $127 trillion. Nearly half of that value is in America, with a total of $62.2 trillion. China and the EU have the next largest values of $11.8 trillion and $11.1 trillion, respectively. […]
John Hancock: Weekly market Recap Week Ended August 22
Momentum shift Stocks rallied on Friday to reverse a downward drift that had sent the S&P 500 to a five-session negative streak. The Dow outperformed, generating a 1.6% return for the week and posting its first record high of 2025. The S&P 500 ended up fractionally higher while the NASDAQ was down slightly. Rising […]
LPL: CPI Opens Door For Fed Rate Cuts, Although Pressure Hovers
Additional content provided by John Lohse, CFA, AVP, Research. July’s Consumer Price Index (CPI) report showed headline year-over-year inflation remained steady at 2.7%, below the anticipated level of 2.8%. Core inflation, which excludes more volatile food and energy prices, rose to 3.1% from a prior 2.9%, indicating underlying price pressures. The “Inflation Path” chart highlights […]
Visual Capitalist: Unpacking Real Estate Ownership By Generation
Unpacking Real Estate Ownership by Generation (1991 vs. 2025) Key Takeaways In 1991, the Silent Generation held 65% of real estate; by 2025, that has dropped to just 9%. Baby Boomers […]
John Hancock: Weekly market Recap Week Ended August 15
Mixed consumer signals U.S. retailers recorded a 0.5% month-over-month sales gain in July, matching economists’ consensus forecast but trailing the prior month’s upwardly revised figure of 0.9%. A separate report on Friday showed a weakening of U.S. consumer sentiment for the first time in four months and an increase in consumers’ inflation expectations. Inflation […]
Charles Schwab: Bon Markets Reach A Turning Point
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon. Occasionally markets give a clear signal when a turning point has been reached. The July employment report provided one of those moments for the bond market. The […]
Visual Capitalist: The Opportunity Cost Of A Daily Starbucks Latte
Key Takeaways Buying a grande latte at Starbucks every day for a year (365 days) would amount to roughly $2,095. This graphic shows what you would have if you had invested that amount for one year instead. A daily Starbucks habit might feel like a small indulgence, but over time, those dollars can add […]
John Hancock: Weekly Market Recap Week Ended August 8
Magnificent 7 earnings Approaching the end of earnings season, seven mega-cap stocks continued to generate an unusually big share of overall second-quarter earnings growth. In aggregate, the so-called Magnificent 7 stocks were forecast to report average growth of 25.7% as of August 5, according to FactSet. Excluding those big tech firms, the S&P 500’s other […]
Global X: 2025 Midyear Outlook
KEY TAKEAWAYS A Bumpy Road Higher The path of least resistance entering the second half of the year would be to say risk- on, with equity markets trending higher from here. But we can’t forget a timeless piece of strategic wisdom: “Hope is not a strategy.” A Battle Between Hard and Soft Data Soft […]