Amid the uncertainty swirling from the Middle East crisis, several forces are pushing and pulling on stock markets. Bouts of intense volatility are likely.
Read more in Global Insight Monthly
Learn more about The McCarthy Investment Group
U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions.
The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.
May 7, 2025
Trend & cycle roadmap
October 24, 2017
Social Security At-a-glance
May 10, 2022
Portfolio Focus