US INFLATION News & Analysis

Inflation impact will depend on the scope of tariffs, fiscal policy, and the Fed’s response.

The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit...

In a stretched market, positioning is increasingly important.

Investors can thank big tech and a resilient economy.

Macrodynamic tailwinds persist, but stocks are already priced to perfection. Will tariffs derail the market in 2025?

These stocks are still cheap despite impressive earnings. 

A smaller cut is narrowly expected, but a more aggressive move is possible.

Hedge fund Bridgewater Associates recently investigated the largest US stocks in history. Morningstar's James Gruber looked at lessons for investors. 

Be cautious when you hear, “It’s different this time.”

No matter who is president, equities ride a favorable tide.