Navigating Uncertainty: The U.S. Economy & Financial Markets Offer Opportunities

Published on November 16, 2025

Though we are getting limited amounts of economic data during the federal government shutdown, the official and private sector data we are receiving generally paints a positive picture for U.S. economic activity.

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Your 7% Bond Gain Isn’t What You Think It Is

November 16, 2025
Many may look at a headline performance figure like “the bond market is up 7%” and understandably feel encouraged. On paper, that appears to be a solid result. But nominal returns alone rarely tell the full story.

Morgan Stanley's Wilson Calls for 16% S&P Rally

November 17, 2025
The strategist expects S&P 500 earnings per share to jump by 17% and 12% in the next two years, respectively.