Concerns regarding tariffs and trade rhetoric faded a bit in the second half of the week in the U.S., which gave way to decent economic data and a strong start to the earnings season. The S&P 500 and NASDAQ hit record highs (again). Yields were under modest pressure at the long end of the curve.

Markets are at last returning to some sense of normalcy, with the S&P 500 now clawing back all of its losses since the infamous...

Quick look to start the week with earnings, including TSLA and GOOG, Jeffrey Sachs explaining poor Trump policies and the Fed's independence

For investors, it is not easy staying focused these days on the substantive economic and business data that matter for your portfolio....

UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!

CPI slightly hotter than expected, and earnings off to a good start. Yields continue to back up, US stocks at record high close.

Earnings and economic data (especially inflation data) continued to improve risk sentiment. The yield curve inversion ended. Dollar better

Markets were jittery much of the week, with the rotation out of tech continuing in the US. US Treasuries were also under pressure.

Risk markets bounced back this week, although yields on Treasuries moved higher. GOOG, META, MSFT and TSLA released earnings.