Latest Insights
Trading Desk: Exuberance, Euphoria Or Just Animal Spirits
The “animal spirits” of Wall Street appear to be running wild, as market participants shrug off past anxieties and dive headfirst back into riskier assets.
Trading Desk: “See You In September?” No Way!
One minute the market is roaring to new highs, the next it’s sending shivers down your spine with whispers of inflation and policy shifts. As
Trading Desk
Get Hilary Kramer’s weekly market and stock insights delivered directly to you inbox…for FREE!
Trading Desk: Exuberance, Euphoria Or Just Animal Spirits
The “animal spirits” of Wall Street appear to be running wild, as market participants shrug off past anxieties and dive headfirst back into riskier assets. After a brief retreat in April due to tariff jitters, US stocks are back, hovering near record highs, and a
Trading Desk: “See You In September?” No Way!
One minute the market is roaring to new highs, the next it’s sending shivers down your spine with whispers of inflation and policy shifts. As we push deeper into the second half of 2025, we’re definitely in one of those “curious mix” phases. The S&P
Trading Desk: Why Investors Are Still Grabbing Money Market Funds
In a curious twist that has some on Wall Street scratching their heads, the US money-market fund industry continues to swell, defying earlier predictions of a slowdown. With assets now hitting a record $7.4 trillion, and over $320 billion poured in this year alone, it’s
Trading Desk: Surprising Surges as S&P 500 Companies Defy Expectations
Despite a financial landscape seemingly fraught with wild cards — from radical national tariffs to unprecedented geopolitical tensions — the recent earnings season for the S&P 500 has delivered a decidedly positive surprise. While the market has certainly experienced its share of volatility, the underlying
Trading Desk: Fed Forecast Gets Foggy
The Federal Reserve, ever the cautious oracle, has once again unveiled its “dot plot,” a mystical chart attempting to divine the future of interest rates. The latest iteration, however, paints a picture of a central bank more divided than ever, navigating a “very foggy time”
Trading Desk: There’s A Big World Out There To Invest In
Recent insights from Bank of America’s recent fund manager survey indicate a significant shift in investor sentiment regarding long-term market leadership. A clear majority of global investors now anticipate international equities outperforming their U.S. counterparts over the next five years. The survey, encompassing a broad