Policy-induced uncertainty creates market volatility

“There are decades where nothing happens, and there are weeks where decades happen.” This quote, often attributed to Vladimir Lenin during the Bolshevik Revolution, feels especially relevant today as global and domestic events unfold at an astonishing pace. While its historical origins are complex, the sentiment remains clear — markets, consumers and investors are facing…

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Market resilience amid inflation jitters: A week of mixed signals

The past week delivered a fresh reminder that inflation remains persistently above the Federal Reserve’s 2% target. On Wednesday, Feb. 12, the Bureau of Labor Statistics reported a hotter-than-expected Consumer Price Index (CPI) reading. January’s CPI rose by 0.5% month-over-month, pushing the year-over-year increase past 3% for the first time since mid-2024. Bond markets reacted…

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Thierry Hasse: Keep both hands on the wheel

Navigating the U.S. financial markets increasingly resembles driving a race car through an obstacle course. Just as a skilled driver must anticipate sudden barriers, sharp turns and unexpected slowdowns, today’s investors need to remain focused, adapt to changing conditions and avoid overreacting to market turbulence. And much like driving through unpredictable terrain, keeping both hands…

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The disruption, the tension and the balancing act: Suspense on Wall Street

The past week seemed to mimic the twists and turns of a suspense thriller. It began with AI disruption sparking market anxiety after news broke about DeepSeek, a relatively unknown Chinese artificial intelligence startup. The company unveiled its open-source AI model, R1, claiming it could outperform industry-leading models from U.S. tech giants like OpenAI, Google…

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