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Reassessing the Dollar: Why Asset Managers Are Shifting Their Views

Dec 9, 2024 | Zolio Market Commentary

As geopolitical tensions escalate and the US economy remains strong, asset managers are reconsidering their expectations for a weaker dollar. Explore the factors influencing this change.

The Mega-Cap Conundrum: AI, Fed Policy, and the Future of US Stocks

Dec 2, 2024 | Zolio Market Commentary

The US stock market is on a remarkable run, with mega-cap stocks leading the charge. As AI and Fed policy shape the future, investors wonder if this trend will continue or if a shift is on the horizon.

High P/E Ratios: Warning Sign or New Normal?

Nov 25, 2024 | Zolio Market Commentary

The market’s high P/E ratios might not be the warning sign they used to be—or maybe they are. Here’s why investors are debating what these numbers really mean.

Are Banks Kicking the Commercial Real Estate Can Down the Road?

Nov 18, 2024 | Zolio Market Commentary

With US borrowers at a decade high for potential second defaults on commercial property loans, the “extend and pretend” strategy raises alarms about systemic risks in the banking sector.

The Future of Prediction Markets: Are They Here to Stay?

Nov 11, 2024 | Zolio Market Commentary

On Election Day, prediction markets remained surprisingly stable, prompting discussions about their efficiency and the role of insider information. With changing regulations, could prediction markets soon rival sports betting in popularity?

A Wealth Boom Built on Fragile Foundations

Nov 4, 2024 | Zolio Market Commentary

America’s net worth has soared to $154 trillion post-crisis. But with much of that wealth concentrated at the top, inequality remains a critical issue. What’s next for the economy and society?

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