Threats to the Fed’s Independence Undermine Its Credibility

Published on July 21, 2025

Will he or won’t he? That’s the question on investors’ minds as tensions rise between President Trump and Fed Chair Jerome Powell.

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Hedge Fund Strategy Outlook: Third Quarter 2025

July 21, 2025
While uncertainty gradually eased in the second quarter, the sustained decline in the US dollar and the ongoing changes in the geopolitical order indicate that markets may continue to be dynamic and offer opportunities for a variety of hedge fund strategies, as well as heightened risks.

Stayin’ Alive: Strong Earnings Extend Market Run

July 21, 2025
On this week’s edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman discussed key drivers behind the stock market rally.