News & Insights
J.P. Morgan: Global Equity Views 3Q 2025
In brief Since our last Global Equity Investors Quarterly in mid-April, markets have recovered at a record pace, in a retreat from the tariff abyss. Q2 was the biggest “risk on” quarter since the post COVID pandemic recovery in Q4 2020. We make little change to our profits outlook since the downgrades that followed […]
Visual Capitalist: The 50 largest Companies Outside The U.S. In 2025
Ranked: The 50 Largest Companies Outside the U.S. Key Takeaways China leads the most valuable companies outside the U.S. with 12 in the top 50 (13 if counting China Mobile in Hong Kong). Luxury and tech firms earn premium valuations for their sales, while resource giants lag despite massive revenues. Europe thrives in brand-driven sectors […]
John Hancock: Weekly Market Recap Week Ended September 5
Fed rate outlook Friday’s jobs report lifted expectations among bond traders that the U.S. Federal Reserve is likely to cut its benchmark rate by a quarter point on September 17, with an outside chance of a steeper half-point cut. As of Friday afternoon, prices in rate futures markets implied an 86% probability of a quarter-point […]
Visual Capitalist: U.S. Tariff Rates By Country
Mapped: U.S. Tariff Rates by Country Key Takeaways The Trump administration increased tariffs, citing trade deficits and national security concerns. Brazil and India received the highest tariff rate of 50%. Under the second Trump administration, new tariff levels have been applied to over 80 countries, with rates ranging from 10% to 50%. The U.S. […]
John Hancock: Weekly Market Recap Week Ended August 29
GDP upgrade The U.S. economy expanded in the spring at a slightly faster rate than initially estimated. Thursday’s update pegged the second quarter’s annual GDP growth at 3.3%, up from a 3.0% estimate released a month earlier. That growth marks a turnaround after the first quarter’s slight GDP contraction. Recent results have been skewed by […]
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 […]