The Storm Before the Calm

Published on May 12, 2025

Are you prepared to adjust your portfolio in the coming months for the possibility that calm, tranquil markets and a resumption of the bullish trend emerge?

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S&P 500 Soars as U.S., China Agree to Slash Tariffs

May 12, 2025
“Investors and money managers are taking the worst case recession scenarios ... off the table, said one portfolio manager.      Related StoriesUBS in Talks to Sell Hedge Fund Unit to Cantor FitzgeraldCetera Taps Ex-Equitable Exec to Lead Branch Office ModelVanguard, Blackstone, Wellington to Launch Private Markets Fund

Morgan Stanley's Wilson Warns Stocks Are Not Yet in the Clear

May 12, 2025
A more "dovish Fed" and a 10-year yield below 4% "without recessionary data have yet to materialize," he said.      Related StoriesS&P 500 Soars as U.S., China Agree to Slash TariffsUBS in Talks to Sell Hedge Fund Unit to Cantor FitzgeraldCetera Taps Ex-Equitable Exec to Lead Branch Office Model