Zacks Investment Management

Dollar’s relative weakness is not the biggest factor for investors, Fed holds interest rates steady, unclear U.S. trade policies prompt reconfigured global agreements.

The popularity of private credit funds rose in recent years among investors seeking yield with reduced volatility. But as returns fall, some investors want out—and can’t get all of their money.

Inflation and job figures could lead to Fed rate cuts in 2026, China economy shifts to focus more on services, employers tout big AI gains, but employees don’t agree.

The S&P 500 is near an all-time high, trading near 22x forward earnings. Waiting for a pullback seems sensible, but research shows it may not be the most productive approach.

The global economy shows durability with better-than-expected growth in 2025, markets not panicked by Fed Chair Jerome Powell probe, consumer activity steady—for now.