News & Insights
Federated Hermes: Equity Market Outlook For 2025 and 2026
Equity market outlook for 2025 and 2026 Markets should rise toward 7,500 in 2026 as Trump’s growth agenda plays out and the chess game moves forward. Given our optimistic take for the markets on the recent Trump landslide election (Playing chess versus checkers), along with the fast approaching new year, clients are asking about our […]
Visual Capitalist: Visualizing Global Trade Growth By Product (2019-2023)
Visualizing Global Trade Growth by Product (2019-2023) Global goods trade fell by 5% in 2023 at a time of rising import restrictions and macroeconomic challenges. This downturn stands in stark contrast to the strong trade growth seen in 2021 and 2022, fueled by the pandemic recovery, before rising interest rates began to dampen activity. At […]
John Hancock: Three Macro Takeaways From The 2024 U.S. Elections
Beyond the hyperbole: three macro takeaways from the 2024 U.S. elections What investors and policy watchers should take away from the 2024 election results depends, in part, on time horizon. The 2024 U.S. elections delivered a trifecta for the Republican party: Not only did Donald Trump win the presidency, but Republicans also clinched crucial majorities […]
Visual Capitalist: The World’s Biggest Importers Of Goods
Visualizing the World’s Biggest Importers of Goods Since 1995, the value of global trade has increased nearly fivefold, falling just short of the peak seen in 2022. Today, 10 countries account for imports worth $12.4 trillion, representing more than half of the global total. From the U.S. to India, the world’s leading importers […]
John Hancock: Weekly Market Recap Week Ended November 29
November rebound U.S. stock indexes surged in November, recording the sixth positive result out of the past seven months and recovering from a slightly negative October. The Dow added about 7.5%, the NASDAQ gained about 6.2%, and the S&P 500 rose 5.7%. Sideways inflation Recent progress in bringing inflation down further has stalled, based […]
Visual Capitalist: The World’s 30 Largest Exporters
Ranked: The World’s 30 Largest Exporters As protectionism continues to rise around the world, global trade flows are adapting. Despite facing a wave of tariffs, China’s goods exports show resilience. In 2023, China’s export volumes neared all-time highs as the price of its manufactured exports fell 10%, on average. Overall, the world’s largest exporter delivered […]
John Hancock: Weekly Market Recap Week Ended November 22
Small-cap surge Rallies on Thursday and Friday for a U.S. small-cap stock benchmark, the Russell 2000, pushed the index to a weekly return of 4.5%—a result that offset the previous week’s 4.0% decline. Even with the earlier setback, the Russell 2000’s month-to-date gain for November was nearly 10% as of Friday’s close, owing in part […]
First Trust: Don’t Forget The Lags
Don’t Forget the Lags In our lifetimes, the best comparison for Trump’s election win is Ronald Reagan’s in 1980. That election, like this one, pitted big spenders and champions of government against tax cutters and critics of government. It is pretty clear that markets approved of both winning campaigns as they were happening. Leading up […]
Visual Capitalist: U.S. States vs. G7 Countries By GDP Per Capita
Ranked: U.S. States vs. G7 Countries by GDP per Capita This graphic charts the GDP per capita of G7 countries against select U.S. states. Why compare states vs G7? By going down […]
John Hancock: Weekly Market Recap Week Ended November 15
Rising yields Yields of U.S. government bonds extended their recent climb, with the yield of the 10-year Treasury closing around 4.44% on Friday after briefly eclipsing the 4.50% level for the first time in more than five months. As recently as mid-September, the yield had been as low as 3.62%. Inflation’s persistence A monthly […]