This simple display of the yields of the various maturities of Treasury bonds, ranging from shortest to longest, was once lauded as a reliable recession indicator but is now somewhat derided as a false prophet of doom.
Market Insights
Falling Slowly
Hiring is slowing. Home prices are dipping. Real consumer spending is negative. And yet, markets are at all-time highs. Why aren’t investors more concerned, and what could change that?
Spotlight on Venture with Nava Ventures
We’re pleased to share a recent conversation between NewEdge Wealth’s Chloe Reed, Vice President, Investment Solutions, Alternatives, had with Freddie Martignetti, Founder of Nava Ventures, as part of our spotlight on venture.
Mid-Year Outlook: The Summer of Mudd
Here we are already, a blink away from the beginning of July, and the year has positively flown by.
Investors have certainly had to stomach bouts of high volatility caused by these “interesting” times, but for all the chop and churn, returns have actually been rather healthy. In fact, a straight 60/40 portfolio, made up of 60% Equities in the All-Country World Index (ACWI) and 40% Fixed Income in the Bloomberg U.S. Aggregate Bond Index has returned a sturdy 7.2%!
The Fed Waves Through a Window at Markets
Before this week, the Federal Reserve had not released updated economic and interest rate forecasts since March 19th. That sure feels like a long time ago. While members of the central bank’s monetary policy committee (FOMC) speak publicly all the time, we finally received an update on Wednesday to their collective thinking about how the U.S. economy is performing and what measures might be needed to help keep it in balance.
7empest
A sudden spike in geopolitical tensions shakes markets out of their calm streak. In this week’s Weekly Edge, Cameron Dawson analyzes the ripple effects across oil, equities, currencies, bonds, and what investors should be watching for next.
Dancing in the Dark: Our Thoughts on U.S. Equity Q1 Earnings Season & Management Guidance
Despite macro headwinds and cloudy corporate guidance, Q1 earnings delivered a fundamental spark, helping equity markets recover from April lows. We break down the numbers, explore what’s driving investor optimism, and examine why AI may be the next tailwind.
Consumers Have Us. Who’s Got Them?
The latest twists in 2025’s economic policy soap opera came from a federal court this week striking down the bulk of U.S. tariffs…only for a higher court to put that ruling on hold less than 24 hours later. While we wait for the appeals process to play out and anticipate alternative tariff measures from the Trump administration, we will focus this week on the U.S.’s enduring source of economic strength, its consumers.
My Boy Only Breaks His Favorite Toys
Global bond markets let out a primal scream this week that was reminiscent of a fully-“seen” millennial singing along to The Tortured Poets Department at max volume (IYKYK).
It’s Not Unusual
Can you make grown men and women (and equities) weep tears of joy by implementing the highest tariff rates since the 1930s Smoot-Hawley? The answer is yes, you can, as long as it is preceded by the threat of incredibly high, onerous tariffs.