Ajene Oden
Global Investment Strategist
Latest articles
Markets
Quick shot: The impact of Trump’s reciprocal tariffs proposal on the markets so far
President Trump signed an executive order to develop a plan for imposing reciprocal tariffs on U.S. trade partners. Here’s the early impact on equity markets and emerging markets.By Ajene OdenMarkets
Q2 2025 earnings: Here's what we are watching
Approximately 12% of S&P 500 companies have reported their Q2 2025 earnings, revealing mixed performances.By Ajene OdenMarkets
Investing for retirement in a world of Fed rate cuts: How to tackle cash, inflation and longevity risk
Investing for retirement in today’s market can feel unpredictable. Learn how managing inflation, longevity and reinvestment risk can help you stay on track toward your long-term goals.By Ajene OdenMarkets
More than one way to skin the labor market: October ADP shows a slight rebound in job growth
With federal jobs data on hold because of the government shutdown, state and private sources suggest the labor market is bending but not breaking.By Ajene OdenMarkets
June 2025 CPI report: Tariffs are having an impact on consumer prices
The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.By Ajene Oden|2 minMarkets
From strong Q2 earnings to PPI spike: Unpacking the financial markets’ current expectation gap
Q2 2025 earnings have been exceeding estimates overall, but the July jobs report came with an unexpected downward revision of 250,000 jobs over the past two months. Read more here.By Ajene OdenMarkets
US mortgage rates back near 7% again
Mortgage rates are higher these days, presenting a new reality for homebuyers and the U.S. economy.By Ajene OdenMarkets
March US CPI dipped while one-year ahead inflation expectations rose
Volatility dominated last week’s headlines, but March inflation readings also influenced markets.By Ajene Oden