The stock market’s front-runners stumbled in October. Here’s where the smart money is moving now.

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• Automatic 401(k) rollovers reduce cash-outs, research finds — but few accounts reach new employer plans

  Industry efforts by major recordkeepers are successfully curbing premature retirement withdrawals for low-income and short-tenure workers who switch jobs. By shifting small orphaned balances into safe harbor accounts, the consortium protects participants from immediate tax hits and early withdrawal penalties. However, broader participation across workplaces remains critical before these funds can reliably complete the journey into workers' next company plans.

  4 min read
• Jio Platforms up 27.8% since IPO listing but how RIL, Jio Fin, Alok Ind, Network 18, Lotus shares fared in 3 years?

  Investors tracking Reliance Group companies face a stark contrast between recent initial public offering enthusiasm and longer-term market performance. While the conglomerate's newest market entrant surged immediately following its trading debut, core and affiliated entities have experienced sharp declines across multi-year evaluation periods. This divergence highlights shifting investor sentiment across various segments of the Mukesh Ambani-led empire.

  1 min read
• Inflation, Inequality and Debt: The Charts Scaring Wall Street

  Underlying macroeconomic trends are challenging the durability of current market highs as manufacturing price pressures threaten to derail long-term disinflation expectations. Surging artificial intelligence investments risk crowding out private borrowing while straining domestic energy grids far beyond projected needs. Additionally, concentrated wealth and mounting household debt threaten aggregate demand, creating significant headwinds for consumer-driven corporate earnings.

  5 min read