June 1, 2025 - Markets surged in May as geopolitical tensions eased and reciprocal tariffs were rolled back. With the S&P 500 nearly reclaiming prior highs and global indices rising, investors responded to renewed optimism. Peter Boockvar unpacks the global reallocation of capital and the significance of a weakening U.S. dollar.
May 1, 2025 - Policy shifts—especially tariffs—took center stage in April, driving dramatic swings in the markets. Despite early losses, a sharp reversal mid-month lifted equities as clarity around trade negotiations began to emerge. Peter Boockvar explores the real-world economic ripple effects and the growing divergence between economic data and market performance.
April 7, 2025 - Markets pulled back in March, driven by newly announced tariffs and evolving trends in technology and global equities. This month's commentary explores where economic momentum is shifting—and what investors may want to watch as conditions evolve.
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.
February 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.
January 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.
December 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.
November 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.
October 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.
September 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.
The opinions in the CNBC appearances and market updates calls are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The opinions expressed in this material do not necessarily reflect the views of LPL Financial. As of 4/15/2025, Bleakley Financial Group, LLC no longer has an arrangement for outside broker dealer activities of certain investment advisor representatives with LPL Financial. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Bonds are subject to market and interest risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Archived content consists of material while operating under Private Advisor Group as a registered investment advisor prior to Bleakley Financial Group, LLC transitioning to operate as an independent registered investment adviser.
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