Author: Wes Dennis

By Asset Allocator Journal Staff According to Advisor Perspectives, the May 2025 jobs report showed a resilient labor market, with 139,000 jobs added and the unemployment rate steady at 4.2%, offering relief to investors concerned about economic slowdown. Despite policy uncertainties, hiring remained consistent, though finance and tech sectors faced challenges for recent graduates. The […]

By Asset Allocator Journal Staff Yale’s $2.5 billion sale of private equity stakes is testing the endowment model it helped popularize, per Advisor Perspectives. The deal includes buyout, venture, and growth equity funds, and is among the largest ever by a U.S. university. It may reflect shifting liquidity needs and evolving investment priorities. The sale […]

By Asset Allocator Journal Staff A stronger-than-expected U.S. jobs report for May weighed on Treasury markets, Advisor Perspectives reports. Nonfarm payrolls increased by 139,000, beating expectations and signaling persistent labor market strength. As a result, yields rose across the curve and market odds of a near-term Fed rate cut diminished. The Financial Times details how […]

By Asset Allocator Journal Staff The U.S. trade deficit narrowed to $73.8 billion in April, the smallest since September 2023, down from $75.1 billion in March, according to Advisor Perspectives. Exports increased by $2.1 billion to $263.7 billion, driven by civilian aircraft and industrial supplies, while imports fell $1.9 billion to $337.5 billion due to […]

By Asset Allocator Journal Staff Business Matters Magazine reports that UK steelmakers have narrowly escaped an immediate 50% US tariff due to a negotiated deal that reduced tariffs on UK metal imports to zero. However, ongoing trade talks between the UK and US remain precarious, exacerbated by broader US-China trade tensions, creating significant uncertainty for […]

By Asset Allocator Journal Staff Per Advisor Perspectives, Nvidia’s $1 trillion rally has traders ready to ramp up investments, signaling robust confidence in the AI and tech sectors. The surge, driven by demand for AI infrastructure, highlights Nvidia’s pivotal role in market dynamics. This momentum could spill over to related industries, prompting wealth managers to […]

By Asset Allocator Journal Staff The Financial Times reports that global markets are bracing for volatility as U.S. aluminum and steel prices surge following President Trump’s decision to double tariffs. This policy shift, aimed at protecting domestic industries, has sparked concerns about inflation and supply chain disruptions. Wealth managers may need to reassess portfolios with […]

By Asset Allocator Journal Staff A soft landing in the U.S. housing market is not a uniform story, as Advisor Perspectives highlights, with Florida and Texas bucking the trend. These states are seeing robust demand and rising prices, driven by population growth and economic resilience, despite broader market cooling. Wealth managers may find opportunities in […]

By Asset Allocator Journal Staff A U.S. court’s ruling to block Trump’s tariffs has triggered a market rally, easing trade policy concerns, per BMMagazine. This decision may reduce volatility in trade-sensitive sectors, offering wealth managers a window to adjust portfolio allocations. Investors could see renewed confidence in equities as global trade tensions temporarily subside. Advisor […]

By Asset Allocator Journal Staff Advisor Perspectives indicates that the U.S. economy faces a tough 2025, with reduced GDP forecasts due to a growing trade deficit, weak consumer spending, and trade war uncertainties. Wealth managers should monitor sectors like manufacturing and retail, which are vulnerable to policy shifts, and prioritize diversification to manage risks. Proactive […]