Investment

Foreign investors trimmed U.S. Treasury exposure during a volatile month for global markets.

There is undoubtedly a new world order emerging now, with the U.S. dominating world energy markets. Meanwhile, China’s military influence is waning.

Economist Ed Yardeni headlined this current AI-fueled rally as a surge “To Infinity and Beyond!” I agree.

Wall Street gains offered some relief Tuesday, but ongoing tensions in the Gulf kept supply concerns and volatility elevated.

I expect second-quarter GDP growth to surge and 5% GDP growth to arrive no later than the third quarter.

Markets rallied after Trump said the United States could leave Iran within weeks, easing fears of a prolonged conflict and supply disruptions.

Labor officials said the proposal would give retirement plans more flexibility to reflect today’s investment landscape.

Investor sentiment weakened as Iran denied negotiations and renewed strikes with Israel, keeping oil elevated and equities under pressure.

U.S. private credit defaults eased in February, according to Fitch Ratings.

Stock market downturns present risks to leveraged investors, according to one chief economist.

Market watchers and policymakers wonder if trouble is brewing in the $2 trillion private credit market.

‘Rebranding does not change the underlying collectivism,’ Prospr Aligned CEO Derek Kreifels says.

‘It is going to send shockwaves through the entire ESG complex,’ a Texas official said.

Shares of Blue Owl Capital fell by more than 10 percent over five days, while other private equity firms also reported declines.

‘Is this a “canary-in-the-coalmine” moment, similar to August 2007?’ asks top economist Mohamed El-Erian.

Market volatility remains high, but fundamentals remain strong, with GDP expected to be 6% in 2026. We will look back at the volatility as a buying opportunity.

Stronger manufacturing production and rising equipment orders point to a tentative rebound in U.S. industrial activity.

As money keeps pouring into companies that will never be profitable, concerns grow about the wider impact on the economy.