Advisor Perspectives

Advisor Perspectives

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Practitioner perspectives on markets, retirement income, planning, and portfolios.

Treasury Yields Snapshot: May 29, 2026
NewsMay 29, 2026

Treasury Yields Snapshot: May 29, 2026

U.S. Treasury yields edged higher on May 29, 2026, with the 10‑year note closing at 4.45% and the 2‑year at 3.98%, tightening the yield curve. A sustained negative 10‑2 spread, first recorded on September 5 2024, revives the classic recession warning signal that historically...

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Dollar’s Monthly Rise Leaves Strategists Wary of More Gains
NewsMay 29, 2026

Dollar’s Monthly Rise Leaves Strategists Wary of More Gains

The Bloomberg Dollar Spot Index rose 0.7% in May, putting the greenback on track for its fourth monthly gain since the 2025 downtrend began. Investors are increasing bets that the Federal Reserve will lift rates by early 2027, which heightens...

By Advisor Perspectives
May Is 529 Month: Five Action Steps Every Family Should Take
NewsMay 29, 2026

May Is 529 Month: Five Action Steps Every Family Should Take

May marks 529 Month, the 30th anniversary of tax‑advantaged education savings plans, and culminates on May 29 Day. The article outlines five practical steps families can take to strengthen their college‑funding strategy, from reviewing contributions to exploring the plans’ expanded qualified uses. It...

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India’s Richest Civic Body Plans Nearly $1 Billion Muni Bonds
NewsMay 27, 2026

India’s Richest Civic Body Plans Nearly $1 Billion Muni Bonds

India’s wealthiest municipal body, the Brihanmumbai Municipal Corp (BMC), is seeking to raise up to 95 bn rupees ($992 m) through municipal bonds. A tender due June 15 requires arrangers to commit at least 10 bn rupees ($104 m) and technical bids will be opened...

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Dallas Fed Manufacturing: Slower Growth in May
NewsMay 26, 2026

Dallas Fed Manufacturing: Slower Growth in May

The Dallas Federal Reserve released its May Texas Manufacturing Outlook Survey, showing the general business activity index rise 2.7 points to 0.4. The modest gain indicates slower but still positive manufacturing growth in Texas. Survey respondents reported stable employment and...

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Chicago Fed National Activity Index: Economic Growth Increased in April
NewsMay 26, 2026

Chicago Fed National Activity Index: Economic Growth Increased in April

The Chicago Fed’s National Activity Index (CFNAI) rose to +0.14 in April, up from a March reading of -0.15, signaling a shift from contraction to modest expansion. The index aggregates 85 monthly economic indicators across production, employment, consumption, and investment,...

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Bond Market Ushers in Warsh Era With Bets on 2026 Hike
NewsMay 26, 2026

Bond Market Ushers in Warsh Era With Bets on 2026 Hike

Kevin Warsh has taken the Federal Reserve’s helm, prompting bond investors to reassess rate outlooks. The market is now pricing a potential rate hike as early as 2026, emphasizing the Fed’s inflation‑fighting credibility over President Donald Trump’s calls for lower...

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‘Warsh’ and Dry
NewsMay 24, 2026

‘Warsh’ and Dry

Kevin Warsh has taken the helm as the new Federal Reserve Chair, prompting Treasury markets to shift toward a higher‑for‑longer rate outlook. The 10‑year Treasury yield climbed to 4.60%, its highest level since early 2025, while fed funds futures now...

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Don’t Just Build Smaller Houses, Get People to Like Them
NewsMay 23, 2026

Don’t Just Build Smaller Houses, Get People to Like Them

U.S. homes have swelled dramatically—average single‑family size has risen from about 1,500 sq ft in the 1960s to over 2,000 sq ft today, while multifamily units have jumped from 800 sq ft to more than 1,200 sq ft. At the same time, median house prices have climbed 55%...

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Matt Bartolini Talks Inflation-Resilient Portfolios & More
NewsMay 23, 2026

Matt Bartolini Talks Inflation-Resilient Portfolios & More

State Street’s global head of research strategists, Matthew Bartolini, warned that inflation has become a durable macro risk, challenging traditional equity‑heavy, nominal‑bond portfolios. He highlighted the rise of AI‑driven capital expenditures and supply‑chain disruptions as short‑term inflation drivers, while noting...

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Google Is Trying to Integrate Too Much AI Too Quickly
NewsMay 21, 2026

Google Is Trying to Integrate Too Much AI Too Quickly

At Google I/O, CEO Sundar Pichai unveiled a sweeping AI overhaul that embeds generative models into Search, Gmail, Docs and new agent platforms such as Gemini Spark. The changes replace traditional link lists with interactive, conversational results and add voice‑enabled inbox and...

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High Bond Yields Are What America Needs in the AI Era
NewsMay 21, 2026

High Bond Yields Are What America Needs in the AI Era

Bloomberg argues that the recent climb in U.S. Treasury yields—now around 4.66% for the 10‑year—provides essential market discipline as the country rides an AI‑driven capital‑expenditure surge. While stocks sit near record highs, with the S&P 500 delivering a 23% compound annual...

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AI, Market Power, and Diminishing Labor Share
NewsMay 21, 2026

AI, Market Power, and Diminishing Labor Share

Artificial intelligence is rapidly reshaping the U.S. economy, spurring a surge in demand for chips, memory and related components that is feeding short‑run inflation. While AI promises productivity gains, the gains are increasingly captured by capital owners and hyperscale firms,...

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From Open Models to Closed Platforms: The Next Generation  of AI-Backed RegTech Is Here
NewsMay 20, 2026

From Open Models to Closed Platforms: The Next Generation of AI-Backed RegTech Is Here

The regtech market is moving from open‑AI models that rely on external APIs to closed, internally hosted AI platforms. Legacy tools exposed data to third‑party servers and often generated high false‑positive alerts, while recent solutions store information in firm‑controlled data...

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