Share debuts among technology companies haven’t inspired confidence this year, with two of the largest offerings sliding below their listing prices within the first week. The next big deal may reignite interest in IPOs because of a unique set of traits.
The Federal Reserve’s preferred measure of underlying inflation rose at the slowest monthly pace since late 2020, helping to lay the groundwork for policymakers to forgo an interest-rate hike at their next meeting.
The JPMorgan Asset Management money manager at the helm of the largest active exchange-traded fund in the $7.2 trillion industry is coming to market with another equity strategy geared toward investors bracing for a period of uncertainty.
Russia plans to reduce diesel exports from its key western ports to almost nothing next month after the government banned overseas sales to tame surging prices at home.
Few companies have felt the shock from soaring interest rates as much as those owned by private equity. But thanks to surprisingly resilient earnings and their deep-pocketed owners’ talent for financial engineering most are avoiding disaster.
Home prices are once again on the rise following a brief decline.
If a teacher, electrician or autoworker buys a stock or a share in a mutual fund, the Securities and Exchange Commission aims to ensure they’re investing on a level playing field.
The US may be heading back into a “vibecession” — a condition in which consumer confidence and other economic “vibes” decline so much that they threaten to become self-fulfilling prophecies and drag the economy down with them.
The two-month selloff in US stocks threatens to intensify as options dealers on Wall Street and fast-money traders both turn against the market.
The imminent US government shutdown that threatens to delay the publication of key economic data will test policymakers’ and investors’ trust in a range of less-regarded third-party indicators.
The increasing prospects of a US federal government shutdown has some Bitcoin advocates predicting a rally similar to one that happened in response to the regional bank crisis earlier this year.
The fate of stock options with a face value of trillions of dollars is being influenced by unusual trading activity in the S&P 500 outside regular market hours, new research has found.
The MOVEit breach affected the clients of every wealth manager in America.
A financial crisis, following the 5.50% hike in Fed funds and similar increases in all bond yields, is virtually inevitable.
Too many industry “experts” make value out to be much more elusive and complicated than it is.
Successful marketing is not exclusive to extroverted advisors. When introverts leverage their unique strengths, they will find a different path to achieving success.
It doesn’t seem that difficult. Why don’t more of us follow this advice?
We have been given the mandate to show our capabilities by growing our books of business to “earn the right” to work with clients.
A key measure of how much bond investors are compensated for holding long-term debt turned positive for the first time since June 2021, reflecting steep increases in longer-maturity Treasury yields.
If you are tiring of the green energy revolution and can’t quite get on board with the mission to Mars, yet still would like to join a worthy cause with the potential to transform millions of lives, allow me to make a recommendation: transparent hospital pricing.
So, here’s an idea: Dedicate the revenue collected from the estate tax into a trust fund that finances early childhood education, spanning childcare to preschool.
Stock buybacks are the perfect target for the United Auto Workers. The freest of free cash flow, they may as well be a billboard saying: “So many dollars, we don’t know what to do with them!”
A US government shutdown would have a cascading economic effect, beginning mildly and deepening over time as millions of workers go without salary, private contractors aren’t paid and consumer uncertainty grows over Washington’s dysfunction.
This stock market rally in the first half of 2023 was built on the back of technology stocks, as investors bet on a resilient US consumer and hype surrounding artificial intelligence to keep the shares soaring.
The stock market is buckling under the weight of a simple equation: cash earns more than equities.
You’re not there to make friends. You’re there to create trust by diagnosing their issues.
Here are the 10 best books I read from September 2022 through August 2023.
On Monday, Amazon.com Inc. made a move it hopes can turn around the perception it had fallen behind in the AI arms race.
One of the longer-term consequences of the looming government shutdown isn’t getting the attention it deserves: The youngest potential recruits are receiving yet another reminder of the challenges of public service, and at a time when they are desperately needed.
Deride the tactics of car salespeople all you wish, but their primary sales tool shows just how much brokers pay their employers.
The chair of the Securities and Exchanges Commission has asked staffers to pore over thousands of messages collected from investment firms as part of its probe into industry use of WhatsApp and other non-official messaging channels, according to Reuters.
Investors that missed out on this year’s dizzying rally in Nvidia Corp. have an attractive entry point this month.
The aim of this series is to move beyond the simplistic example of goals that exist at a single point in the future to consider retirement, the most common purpose for long-term investing for an individual.
As the cross-asset sell-off engulfed Wall Street last week, hedge funds ramped up their bets against stocks while one measure of their market positioning plunged the most since the March 2020 crash.
To judge by recent history, a US government shutdown won’t be a huge event for the bond market. If anything, it could even provide a little short-term relief, since Treasuries usually rally when investors need somewhere to hide.
An essential component of planning for retirement and old age is building financial resources to pay for LTC. Yet having enough money is not a guarantee of getting the best care you need when you need it.
Investors think about companies as being either large or small. In between those extremes are midcaps. Based on historical performance and fundamentals, midcaps should command more attention.
The Big Myth is the remarkable, and largely untold, story of how America fell in love with market fundamentalism.
By applying artificial intelligence and Chat GPT to statements made by active fund managers, researchers have found that their underperformance can be partly explained by overconfidence that led to, among other things, excessive risk taking.
A group of high-frequency traders, market makers and service providers calling themselves the Shortwave Modernization Coalition has asked the Federal Communications Commission for access to the shortwave band of the radio spectrum, seeking to shave crucial milliseconds off the transmission of data between major financial sectors.
Some seven weeks ago, hedge fund investor Bill Ackman laid out his rationale for shorting long-term US bonds, and I took exception.
Bond investors face the crucial decision of just how much risk to take in Treasuries with 10-year yields at the highest in more than a decade and the Federal Reserve signaling it’s almost done raising rates.
Consumer stocks, one of the brightest corners of the market this year, are about to lose their shine as risks build for the sector, according to Morgan Stanley’s Michael Wilson.
US small-cap and industrial stocks are dropping, typically signals of a recession, but in a year where equities have already beaten expectations some investors are dismissing the moves as little more than noise — for now.
Looking through the lens of ROL – return on life – are you focused on each client's quality of life or just the quantity of assets?
Federal Reserve Governor Lisa Cook said the use of artificial intelligence in the economy presents many unanswered questions for policymakers though there is some evidence that it could improve labor productivity.
Call it another case of bad timing for Wall Street strategists. The group, historically known to have a bullish bent, spent most of this year saying US stocks would end lower in 2023. Instead, the S&P 500 Index rallied 16% in the first half.
The resilience of the world’s biggest bond market is top priority as US debt officials prepare to start buying back government debt, according to Josh Frost, the Treasury Department’s assistant secretary for financial markets.
Treasury 10-year yields rose above 4.5% for the first time since 2007 as a more hawkish Federal Reserve adds to concern the bonds face a toxic mix of large US fiscal deficits and persistent inflation.
Investment bankers were finally starting to believe in the green shoots of capital-markets activity this month, but the Federal Reserve might now have crushed them under hawkish boots.
