(XLF)

The Federal Reserve reportedly voted Wednesday (June 25) to advance a proposal that would ease the “enhanced supplementary leverage ratio” that determines the amount of capital banks must hold against...

Shares of several New York-based banks and real estate investment trusts fell on Wednesday as Zohran Mamdani's lead in New York City's Democratic mayoral primary stoked concerns that his proposed rent...

As we hit the halfway point of 2025, the year has proven anything but calm. Markets have faced several challenges, from geopolitical tensions and new tariffs to potential shifts in fiscal and monetary...

The U.S. remains the dominant global economic power, but ongoing trade tensions may threaten its long-term leadership. I continue to invest in American businesses, but believe diversifying internation...

I rate XLF a Sell due to concerns about valuation, sector risks, and recent outperformance versus the broader market. Financials face significant risks from inflation, higher interest rates, and poten...

I rate XLF a buy, supported by strong earnings growth, sector resilience, and attractive valuations versus the S&P 500. Financials outperformed the S&P 500 for a second year, with diversified banks, p...

The U.S. economy added 177,000 jobs in April 2025, a slowdown from the downwardly revised 185,000 in March, but significantly surpassing market expectations of 130,000.