As markets transition to the fourth quarter, we’ll get the last monthly jobs report before the midterm elections. At a Glance Investors should brace for quarter-end and month-end portfolio rebalancing. Institutional investment managers tend to use these calendar checkpoints to re-evaluate their portfolios. In practice, this often means taking profits on the period’s best-performing assets…Read more
As we turn the page to a new month and a new quarter, the focus shifts from monetary policy at the Federal Reserve to political brinksmanship on Capitol Hill and at the White House. The U.S. government’s fiscal year ends on Tuesday, and Washington appears to be barreling toward a government shutdown with no agreement…Read more
Week Ahead on Wall Street This week, financial markets are in a precarious situation, with a fast-moving geopolitical shock threatening to overshadow the latest economic data releases. The direct military conflict that erupted between Israel and Iran on June 13 shattered a period of improving economic sentiment, triggering a classic flight to safety. The immediate…Read more
