Clearnomics @clearnomics

U.S. stocks have climbed to 24 new record highs this year, oil price spikes have fed directly into headline inflation, what history says about political cycles in the upcoming midterm election.. the folks at Clearnomics shared 10 key data charts on the 2026 mid-year market outlook, and how advisors can put news headlines into context for client: kitc.es/3SJGgF3 In this article, James Liu, CEO of Clearnomics, explores the key themes and market highs and helping clients maintain perspective and recognize that periods of uncertainty don't necessarily lead to weaker equity market returns. #advicers #2026markets

Many asset classes are supporting portfolios as we enter 2026 (with international stocks actually outperforming their U.S. counterparts in 2025 and fixed income playing a stabilizing role). For longer-term investors, this broader participation across asset classes reinforces the fundamental principle that diversification matters – no matter where news headlines might lead in 2026!  The current environment underscores why investors – now more than ever – need guidance. James Liu, founder and CEO of Clearnomics, shares 10 charts to help advisors navigate conversations with clients, with 10 key themes likely to shape markets and portfolios throughout 2026. kitc.es/4qXOBRe #investments #2026markets #advicers

@MichaelKitces featured a post from Clearnomics' @jamescsliu on 10 market themes for client conversations in the fourth quarter. @etfcom's @sumitroy2 explains the work that ETF issuers still need to do after receiving approval to offer dual-class shares. spr.ly/6016AUaJp

2025 Mid-Year Market Outlook: Challenges have been abundant. Tariffs, market correction, the dollar reaching a 3-year low... @jamescsliu @clearnomics shares 9 key questions, illustrated with 7 charts, that could be relevant for client conversations. kitc.es/4eytLD9

For clients reaching out in distress about tariffs, starting with facts may be counterproductive. Here are 4 conversational strategies and 5 charts (@clearnomics) on how advisors can lead tariff conversations with empathy into strategy: kitc.es/3GcD2U6

10 @clearnomics charts to help put Recession Fears, Tariff Risks, And Market Volatility into perspective for clients, paired with talking points designed to help advisors reframe volatility in a way that speaks to clients' concerns: kitc.es/43rxW02 #advicers

Are you buying ‘de-dollarization’? We all know the dollar impacts everything 💸 This week @austinhankwitz sat down with James Liu, @clearnomics to discuss the future of currency in the US and what that means for our economy 📈💡#MoneyLion #Finances #Currency

Tech "earnings are being hit hard," @clearnomics Founder @jamescsliu says. "But when you look at overall earnings, those are coming down a bit because of the sluggish economy."

Interest rates are rising, now what? 🤔 CEO of @clearnomics, @jamescsliu and @austinhankwitz break down how rising interest rates will affect your wallet. #Finances #Economy

Per that discussion we just had with @SullyCNBC on @SquawkCNBC @CNBC…about big moves higher after market downturns…the data in the pic is from 2019 & 2020…but it gives an idea of how important it is to be invested during tough times. (Via @clearnomics @jamescsliu)

“It’s less about the level of rates than about the shock in interest rates, and that shock will eventually wear off,” @clearnomics' @jamescsliu says on markets. “The rotation underneath the surface will continue to happen, ... and therefore sector positioning is very important.”

"In some respects, you're looking at the best entry point into Chinese equities in at least four years." @jamescsliu gives his outlook for Chinese tech stocks in 2022, and lays out why he sees opportunity despite the regulatory headwinds:

“The market completely expects that this will happen tomorrow,” @Clearnomics Founder & CEO @jamescsliu says about The Fed potentially announcing tapering tomorrow. “The Fed has somewhat been behind the curve.”

“We do think that tapering in general will be a non-event most likely because the market has had time to react throughout this year,” @clearnomics Founder & CEO @jamescsliu says. “The market seems to expect it at this point.”

“We do expect GDP growth rates to slow over time,” @clearnomics Founder & CEO @jamescsliu says. “Still, we have already exceeded pre-pandemic levels on GDP — so that’s happened two quarters faster than expected.” Full interview:

“You both have this whipsawing of markets that’s happening day to day. But longer-term, ... there are very high expectations built into the markets,” Clearnomics CEO @jamescsliu says. “Investors... should stay invested here, but they should also stay very disciplined.”

Another Christmas card, courtesy of @jamescsliu @clearnomics...about the importance of staying invested...being out of the market even just 1 week after big drops could shave more than HALF of your potential returns 😬 cc @CAVandy

“Right now, consensus estimates are that by the end of 2021 we should see a case where we get to about $170 in S&P earnings,” @clearnomics CEO @jamescsliu says. “It is a reason for most everyday investors to basically stay diversified and stay invested despite all-time highs.”

“The retail sales number has to be taken with a grain of salt in the context of everything that’s happened in the past six months,” Clearnomics founder and CEO James Liu says. “This reading that we saw today is a little weaker than expected.” finance.yahoo.com

We're excited to announce our affinity partnership with LPL Financial, home to over 16,000 financial advisors. We are proud to support LPL advisors as they help clients achieve financial goals @DougWardley @RyanDetrick @LPL @_BurtWhite clearnomics.com/press-releases…