As market narratives shift in 2025, JPMorgan’s Making Sense podcast delivers a sharp macro reset in its latest mid-year outlook episode. One key theme runs throughout: the era of U.S. exceptionalism may be ending, and investors need to brace for slower growth, weaker corporate margins, and policy risks that stretch far beyond the usual suspects. […]
Digging beneath the fear and noise of the Middle East tensions to see the real drivers of oil prices.
Why Oil Prices Are Spiking—And Why It Might Not Last Read More »
What Is Form 13F and Why Does It Matter? Form 13F is a quarterly report required by the U.S. Securities and Exchange Commission (SEC) for institutional investment managers overseeing $100 million or more in assets. These reports provide a snapshot of the equities and options held by major funds, offering a window into the investment
Where Is Smart Money Flowing? Insights from the Latest Form 13F Filings Read More »
Curious about how market dynamics shifted post-Trump’s win? Explore the winners and losers in this intriguing financial landscape.
Top Market Winners and Losers From Trump’s Victory in US Presidential Elections Read More »
With the U.S. elections just around the corner, investors are keeping a close eye on the S&P 500, wondering what the final months of 2024 might hold for one of the world’s most-watched stock indices. Historically, November and December are strong months for the S&P 500, even in election years, which tend to bring unique
