This article provides the Beaumont Capital Management Q4 2024 Market and Strategy Commentary - Decathlon Strategies.

Fixed income markets face key questions that will shape their direction in 2025. This post explores these questions & their potential impact.

Better than expected economic data in November appears to be thwarting the FOMC's efforts to engineer lower short-term interest rates.

There are not many attractive opportunities in the US large-cap space. History suggests the market is overdue for a correction.

Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.

Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.

Sticky underlying price pressures could prevent a faster return to neutral monetary policy.

AI chip-leader Nvidia reports Wednesday after recent guidance from cloud providers suggests the demand powering its shares could continue. Its own guidance, however, could be key.

The election results triggered a positive market response. The S&P 500 rose +2.5% on Wednesday following the election.

With a "Red Sweep" in Washington likely, markets are now pricing in a more aggressive policy agenda.

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will cover the Communication Services Sector.

The housing market inderwent huge transformations in recent decades with the aftermath of the Global Financial Crisis & the COVID-19 pandemic.

We are in a world where multiple, starkly different outcomes are possible. The decisive U.S. election outcome has stoked uncertainty about future U.S. policy.

Explore how these two investment types compare.

There’s a problem brewing in the world of ETFs: We are running out of ticker symbols. Bloomberg recently reported that, with so many new funds hitting the marketplace in recent years, issuers are forced to produce catchy four-letter ticker symbols rather than the more eye-pleasing three-letter abbreviations.

This is not a typical business cycle. We see structural forces holding inflation higher long term, keeping the Fed from cutting as much as markets expect.

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will uncover value in the Consumer Staples Sector.

Better than expected economic data drove interest rates higher, changing the market narrative and contributing to an equity market pullback early in the month. This unraveled expectations of further rate cuts by the Federal Reserve (Fed) and resulted in real rates moving higher. The 10-year Treasury has moved up 48 basis points, ending the month at 4.27%.

Franklin Templeton Fixed Income believes investing in companies promoting gender equality and diversity can lead to inclusivity and strong financial returns. Despite the persistent gender gap, there's an increase in women in leadership roles, positively impacting financial performance, corporate governance and crisis resilience.

Brandywine Global: With the US election imminent, looking past heightened emotions and uncertainty to the potential economic and market impacts can be difficult. But election rhetoric eventually meets reality.

Even for dedicated investors, Social Security retirement benefits can be an important part of their financial security.

Here we are, another calendar quarter down with one more to go in 2024, and investors have yet to see a “hard landing” emerge.

The Treasury yield curve is an important economic indicator that, depending on its shape, can signal changes in market expectations and provide economic insight.

The Northern Trust Economics team shares its outlook for growth, inflation and interest rates in major markets.

Thematic portfolios that tap into big global trends offer exciting opportunities for equity investors. But the devil is in the detail.

Looking ahead to the post-November 5th world, three Analyst Days caught our team’s attention. NXP Semiconductor (NXPI), CSX (CSX), and ASML Holding (ASML) each hold events that may shed light on key cyclical areas of the global economy.

Equities continued to climb in Q3, with fixed income remaining steady despite international conflicts, inflationary pressure, and election-related uncertainty in the United States.

Integrating the physical toll of climate change helps investors spot key risks—and opportunities.

Throughout history one of the most significant features of the global business cycle is the synchronization of individual country economies.

Annuity owners value the financial security that guaranteed lifetime income provides.

Normalization seems to be in its final stage, with the Fed expected to continue cutting rates.

With the election looming, investors should prepare for potential changes in tax policies, particularly given the impending sunset of the 2017 Tax Cuts and Jobs Act.

Very recently there have been several earnings reports coming out. Earnings reports can often have a short-term impact on the price of the stock, especially in the short run. One of the sectors that has really been hit hard recently has been the health care sector, specifically Elevance and United Health Care had earnings announcements and they were somewhat negative.

The tech sector approaches third-quarter earnings season in unusual territory, with investors worried about a slowdown in earnings growth over the last year. Margins loom large.

Explore how AI fuels nuclear investments, drives energy demand, and attracts tech giants to nuclear power.

The cautiously optimistic American consumer braces for financial strain as inflation and debt delinquencies are expected to rise.

Markets fluctuate for numerous reasons, but investors often focus on just a few, like how a presidential election will impact the markets.

GMO has posted a new 7-Year Asset Class Forecast.

Economic data releases have surprised to the upside in recent weeks, but inflation does not remain a threat right now.

Municipal bonds bucked the seasonal trend and posted strong performance in September.

The Northern Trust Economics team shares its outlook for U.S. growth, employment, inflation and interest rates.

Fed easing cycles and lowered target interest rates impact various economic sectors, such as mortgages, consumer credit and cash investments.

Markets broadened as anticipated. After the strong rally, our investment models advise a reduction in risk-appetite.

The bar is raised for Q3. With a handful of earnings reports delivered from major banks, companies from other sectors begin now to report results to the street.

Investor Insights explores current investor sentiment, comments on market participation, and shows the current ranking of market sectors.

As the Fed begins cutting rates, October’s surprisingly strong US employment report only adds to the data pointing to a soft landing, despite lingering concerns of a downturn. We expect the economic expansion to continue, which has important implications for multi-asset strategies.

Has the Federal Reserve achieved an economic "soft landing"? A resilient U.S. economy suggests it may have.

Global equity markets continued to rally throughout the third quarter, with strong positive stock performance from the U.S., international developed, and emerging markets. The two biggest narratives that have unfolded recently center on the U.S. and China.

Chinese stocks overcame a bout of early volatility to post their biggest gain in a week on Monday, suggesting that investors are hopeful the government will deliver on its promise of more fiscal support.

The latest S&P 500 rebalance introduced Dell and Palantir to the index, and Apple’s weight grew with annual float changes, signaling technology’s ongoing influence.