Fourth-quarter U.S. GDP up just 1.4%, badly missing estimate; inflation firms at 3%

U.S. growth slowed more than expected near the end of 2025 as the government shutdown impacted spending and investment, while a key inflation metric showed high prices are still a factor for the economy, according to data released Friday. Gross domestic product rose at an annualized rate of just 1.4%, according to the Commerce Department, … Read more

The global bond market could be about to lose its ‘quiet stabilizer’ — and U.S. Treasurys are at the top of the exposure list

Japan’s longstanding role as the global bond market’s “quiet stabilizer” may be about to shift — and U.S. Treasurys could be first to get caught up in the fallout. Japanese investors and institutions are among the biggest foreign holders of sovereign debt. At the end of 2024, they were the top overseas holder of U.S. … Read more

The classic 60/40 strategy makes sense for investors again

A classic investment strategy that has fallen out of favor is starting to stir some interest. The traditional 60/40 portfolio — a balanced fund that has a 60% allocation to stocks and 40% to bonds — has become less popular with retail investors after years of near-zero interest rates made fixed income less compelling. Investors … Read more