Stock Brilliance Reflects Economic Resilience

Published on September 9, 2025

On this week’s edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman discussed new records for the U.S. stock market as well as the resilience of the American economy. He also covered bond-market volatility in Japan, France and the UK.

Continue reading on website
Other news

Cuts Are Coming: A Tailwind for Stocks

September 9, 2025
The market got exactly what it needed last week: confirmation that the economy is slowing—not collapsing—and that the Federal Reserve has the green light to start cutting rates. Payroll gains softened, manufacturing remains weak, and broader job slack is showing up with U-6 underemployment rising to 8.1%.

The Era of the ABA Trade?

September 9, 2025
The U.S. market has outperformed the rest of the world over the past decade but may fade, making international equities—a timely and overlooked opportunity.