Trade Brains
JULY 3, 2025
Major financial and data players are tackling carbon market trust issues head-on. JPMorgan Chase’s blockchain division, Kinexys, announced a partnership Wednesday. They are teaming up with S&P Global Commodity Insights. Together, they aim to test tokenised carbon credits using blockchain technology. This initiative could fundamentally reshape the voluntary carbon offset landscape.
Wealth Management
JULY 3, 2025
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Carson Wealth
JULY 3, 2025
In the latest Take 5, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the unexpected strength in stocks during May and June, why the economy has outperformed expectations, and what could keep momentum going in the second half of the year. From cooling inflation and potential Fed rate cuts to strong earnings and historical tailwinds, they unpack the data and sentiment driving today’s market optimism.
Alpha Architect
JULY 3, 2025
If you’re a factor investor, there will come a time where you will have to choose between mom and dad: Should you combine or separate your factor exposures? And make no mistake: You will have to make a decision! While there’s no right answer, the way you structure your portfolio can have significant implications for returns, costs, and even your own behavior as an investor.
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The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
Trade Brains
JULY 3, 2025
Ripple Labs is making bold moves towards history. The blockchain payments giant wants to become the first major crypto-native company securing a U.S. bank charter. Following this, it announced a key infrastructure partnership yesterday. At the same time, it formally applied for a national banking license. This dual strategy signals a major push into regulated finance.
Calculated Risk
JULY 3, 2025
The headline jobs number in the June employment report was above expectations and April and May payrolls were revised up by 16,000 combined. The participation rate decreased, the employment population ratio was unchanged, and the unemployment rate was decreased to 4.1%. NOTE: State and local government education hiring was reported at 63.5 thousand in June (seasonally adjusted).
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Wealth Management
JULY 3, 2025
David Frame, previously CEO of JP Morgan's U.S. Private Bank, has been appointed as the global CEO of the firm's private banking businesses.
Advisor Perspectives
JULY 3, 2025
Proposed regulatory changes involving the Supplementary Leverage Ratio may have benefits for both large banks and the Treasury market.
Trade Brains
JULY 3, 2025
Mutual funds are one of the most popular ways for people to make investments and generate wealth over time. They also offer diversification and professional management with many options that support different financial goals. One of the common questions that arise with persons earning a salary is “How much of my salary should I invest in mutual funds?
Advisor Perspectives
JULY 3, 2025
Equity markets continued to march higher in June, seemingly unfazed by heightened Middle East tensions (which were short-lived) and the looming July 8 deadline for the administration’s pause on reciprocal tariffs.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Trade Brains
JULY 3, 2025
BNP Paribas Financial Markets is a key division of BNP Paribas, offering a broad range of financial solutions, including equities, derivatives, fixed income, and structured products. It serves institutional investors, corporations, and financial institutions globally, providing liquidity, risk management, and investment strategies. The division plays a vital role in global capital markets through innovation and market expertise.
Advisor Perspectives
JULY 3, 2025
Treasuries tumbled after a stronger-than-expected jobs report for June prompted traders to exit bets on an interest-rate cut by the Federal Reserve this month.
Trade Brains
JULY 3, 2025
Macquarie, a leading global brokerage known for its sharp sector insights, has turned optimistic on India’s financial sector. In this article, we will dive deep into what things are about the sectors and particular stocks. Macquarie has changed its stance on India’s financial sector, finding it stable, strong, and resilient, with expectations for mid-teen EPS growth over the next three years.
Advisor Perspectives
JULY 3, 2025
The S&P 500 closed out the shortened-trading week at a new record high, its third in the past four trading days.
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You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Trade Brains
JULY 3, 2025
The shares of the prominent broking house gained up to 7 percent in today’s trading session after the company achieved a significant milestone, as its Assets Under Management (AUM) crossed Rs 1.5 lakh crores. With a market capitalization of Rs 54,729.33 crore, the shares of Motilal Oswal Financial Services Ltd were trading at Rs 912.90 per share, increasing around 6.7 percent as compared to the previous closing price of Rs 855.30 apiece.
Fintoo
JULY 3, 2025
Market Commentary Global markets – US indices closed higher on Thursday over stronger dollar supported by Jobs data. Dow Jones closed green by 0.8 pct. While Nasdaq jumped 1 pct. Global Indices % Change Last Close 1 day YTD Dow Jones 44,828 0.8 5.4 Nasdaq 20,601 1.0 6.7 Hang Seng 23,875 -0.8 19.0 […] The post Market Morning Notes For 4th July 2025 appeared first on Fintoo Blog.
Trade Brains
JULY 3, 2025
The Shares jumped up to 5% in Thursday’s session upon receiving SEBI approval for its stock broking arm. Known for its digital payments, credit, and wealth products, the company is now making a strong push into capital markets. With a market capitalization of Rs 1,941 crore on Thursday, shares of One Mobikwik Systems Ltd rose almost 5% to make an intraday high of Rs 250.60, up from the day’s low of Rs 239.15.
The Big Picture
JULY 3, 2025
My morning WFB (work from beach) reads: • US dollar suffers worst start to year since 1973 : Donald Trump’s trade policies and rising debt levels have sparked decline of more than 10% in first half of 2025, US dollar suffers worst start to year since 1973 ( Financial Times ) • The Jobs Market Is Starting to Fall Apart : Even if Thursday’s jobs report comes in strong, a look behind the headline number tells a different story. ( Wall Street Journal ) see also Amazon Is on the Cusp of Using More
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Trade Brains
JULY 3, 2025
Nifty 50 began the day at 25,428.85, rising by 23.55 points or 0.09% from its previous close of 25,405.30. Bank Nifty opened at 56,825.20, marking a gain of 33.30 points or 0.06% from its last close of 56,791.95. Sensex started at 83,306.81, up by 67.34 points or 0.08% compared to its previous close of 83,239.47. Global index as of 4 July 2025: DOW 30 surged by 344.11 points to close at 44,828.50, gaining 0.77%.
Advisor Perspectives
JULY 3, 2025
When the Fed increased the M2 money supply by over 40% during the COVID crisis, our instinct was that the implications would extend far beyond a temporary boost to the U.S. stock market and higher inflation. That intuition is proving accurate. We’re now seeing the long-term ripple effects play out in real time across multiple asset classes and global markets.
Trade Brains
JULY 3, 2025
State Bank of India (SBI), India’s largest public-sector lender, has officially labelled Reliance Communications Ltd’s (RCom) loan account as “fraud.” Following this, two Reliance Group companies – Reliance Infrastructure and Reliance Power – have responded with public statements, aiming to clarify their stance and reassure stakeholders. Meanwhile, trading in Reliance Communication shares was suspended on the stock exchanges, with the last traded price closing at Rs. 1.61 on 30th June on BSE.
Advisor Perspectives
JULY 3, 2025
In recent months, markets have whipsawed amid changes in trade policy, geopolitical shocks, concerns about fiscal sustainability, challenges to central bank independence, technological advancements, and earnings surprises in both directions. Despite this, stocks and bonds in much of the world are close to where they began the year.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Calculated Risk
JULY 3, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. There will be additional trade related distortions in Q2 boosting GDP. From Goldman: Following this morning’s data, we have lowered our Q2 GDP tracking estimate by 0.6pp to +3.0% (quarter-over-quarter annualized). Our Q2 domestic final sales estimate stands at +0.7%.
Advisor Perspectives
JULY 3, 2025
We began the year optimistic that an environment of slowing growth, disinflation and easier monetary policy would be favorable for fixed income markets. Now at midyear, we maintain that view, while acknowledging that policy uncertainty and geopolitical risks may likely result in continued volatility.
Trade Brains
JULY 3, 2025
Five fundamentally strong small-cap stocks are currently trading at a big discount, up to 52 percent lower than their 52-week highs. This means investors have a chance to buy quality companies at cheaper prices. In this article, we look at such stocks that may offer good long-term value if backed by proper research. Here are a few fundamentally strong small-cap stocks trading at a discount up to 52% from their 52-week high Waaree Renewable Technologies Limited With a market capitalization of Rs.
Advisor Perspectives
JULY 3, 2025
On the latest edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman explored key drivers behind the strong performance in markets. He also provided an update on a proposed U.S. tax measure.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Trade Brains
JULY 3, 2025
During Thursday’s trading session, shares of India’s first listed power sector infrastructure investment trust, sponsored by KKR and Sterlite Power, are in focus on the stock exchanges, after entering into a partnership with International Finance Corporation (IFC) to build India’s largest Battery Energy Storage Systems (BESS) project. With a market cap of Rs. 12,918 crores, the shares of IndiGrid Infrastructure Trust hit an intraday high at Rs. 155.1 on BSE, up by 0.12 percent, as against
Advisor Perspectives
JULY 3, 2025
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.
Trade Brains
JULY 3, 2025
This fintech company, known for advanced algorithmic trading solutions, has seen its stock surge. The company recently approved significant corporate actions, proposing a stock split and bonus share issuance, pending shareholder consent, signaling strong growth and rewarding investors. Details follow in this report. Algoquant Fintech Limited’s stock, with a market capitalisation of Rs. 1,764 crores, rose to Rs. 1,169, hitting a high of up to 9.76 percent from its previous closing price of
Advisor Perspectives
JULY 3, 2025
The first half of 2025 may not have been kind to private equity, but new data suggests that things could turn around soon.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
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