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March 5, 2025 - Markets are shifting fast, with tariffs, AI, and global trends driving major changes. As US stocks struggle, global markets are gaining strength, and the AI trade that once dominated may be losing momentum—here’s what investors need to know.
Read moreFebruary 7, 2025 - January markets navigated tariff tensions, interest rate shifts, and earnings season as economic policies took shape. Explore key trends shaping the investment outlook.
Read moreJanuary 2, 2025 - Markets ended 2024 on a choppy note but posted strong annual gains. Explore key factors driving interest rates, economic trends, and global markets.
Read moreDecember 2, 2024 - November markets reacted strongly to the election and a key Fed rate cut, with shifting policies and global economic trends shaping the outlook. Explore how tariffs, tax policies, and higher interest rates are influencing the evolving investment landscape.
Read moreNovember 1, 2024 - October’s markets reflected a pause before major events like the election and Fed rate cuts. Explore how policy changes, economic trends, and earnings reports are shaping the investment outlook in today’s evolving landscape.
Read moreOctober 1, 2024 - September saw markets broaden beyond big-cap tech, with rate cuts and global monetary shifts in focus. Dive into the evolving investing landscape, from inflation risks to China's bold economic moves, and what they mean for long-term strategies.
Read moreSeptember 1, 2024 - August brought volatility and shifting market tones, from yen carry trade reversals to AI investment splintering. Explore key global economic trends, the Fed's rate outlook, and the implications of a weakening US dollar on markets and commodities like gold.
Read moreMarket Commentary by Peter Boockvar.
Read moreMarket Commentary by Peter Boockvar.
Read moreMarket Commentary by Peter Boockvar, Chief Investment Officer.
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