The US Supreme Court struck down President Donald Trump’s sweeping global tariffs, undercutting his signature economic policy and delivering his biggest legal defeat since he returned to the White House.
For years, loading up on the biggest US technology stocks delivered a steady stream of riches — and avoiding them was a surefire ticket to the unemployment rolls. In 2026, the opposite has been true.
Goldman Sachs Group Inc. has boosted its investment-grade bond sale forecasts for the US and Europe after a strong start to the year for issuance and on expectations of a stronger economic outlook.
Roundhill Financial, GraniteShares, and Bitwise have filed with the Securities and Exchange Commission for prediction market ETFs. These funds would let investors bet directly on election outcomes. That would be a departure from traditional political theme funds that hold baskets of stocks expected to benefit from certain party victories.
Income ETFs have become a key part of the ETF landscape in recent years. With their ability to use tools like call options and FLEX options, as well as dividend-focused stocks, income ETFs can help investors meet their goals.
Municipal bonds have posted strong performance so far this year, despite a news cycle that has many investors questioning the path forward.
It’s a short week for traders and portfolio managers, but a long one for those dissecting macro data points. FOMC Minutes hits before a slew of mid-tier economic updates on Thursday. Friday morning could be the big reveal, with growth and inflation numbers followed by bellwether business and consumer surveys.
There are two sides to the current stock market. One side, ignorance avoidance, requires us to know where the money is. The other side, stock selection, is to know where the money is going.
The rising dispersion in returns and relatively low correlation among S&P 500 stocks has become increasingly apparent on the CBOE S&P 500 Dispersion Index and the CBOE Three-Month Implied Correlation Index.
Emerging-market (EM) corporates have a track record of resilience across market cycles. For over a decade, EM corporate bonds have allowed for participation in rising markets, while exposing investors to less downside during market downdrafts.
Investors have long known balance is a key aspect of portfolio design. It presents a chance to achieve long-term growth and protect hard-earned assets at the same time.
Not long ago, CLO ETFs were niche vehicles only talked about at credit conferences and in sophisticated bond manager circles. But fast forward to 2026, and they’ve entered the mainstream – drawing meaningful interest from both institutions and retail investors.
Maybe we really are headed into a future in which technological change reduces the demand for skilled labor rather than increasing it. But the job market hasn’t been turned upside down just yet.
California, like a careless heir who squanders a fortune, keeps menacing its top taxpayers. Unless lawmakers start showing some restraint, the state’s many economic strengths are likely to further erode.
Join ProShares experts to explore the broader crypto universe and learn how diversified exposure may help investors better navigate this rapidly changing asset class.
Craig Ebeling, Head of ETF Strategists at Fidelity Investments, delivers an ETF “State of the Union,” outlining the key trends and themes shaping the industry today. Roxanna Islam, Head of Sector & Industry Research at VettaFi, examines the record surge in international equity ETF inflows, analyzes the drivers behind the category’s performance, and highlights standout funds beyond the ETF leaderboard’s biggest names.
A new class of digital money is reshaping how Americans move and store dollars — and Wall Street is racing to get a piece of it.
US equities rose Wednesday as a batch of reports confirming the strength of the American economy and a number of developments at the Big Tech giants reignited Wall Street’s excitement for the group.
To love a bubble but hate a crash is to misunderstand the market. A bubble is a crash on its way to becoming. A crash is a bull market on its way to becoming. All we can do is to accept, and as difficult as it may be – embrace – whatever form we have in the present moment, so we can do our best with each of them.
GMO has posted a new 7-Year asset class forecast as of January 31, 2026.
AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
Last week’s release of the Congressional Budget Office’s long-term budget projections prompted the merest murmur of concern. That’s America’s fiscal problem in a nutshell: It greets detailed and impeccably nonpartisan projections of looming financial catastrophe with a shrug. Tell us something we didn’t know. We’re busy right now.
It is hard to say if there is much economic benefit or cost to increased bank profits. On the one hand, it may allow banks to issue more credit to lower-income borrowers with worse credit.
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
All three major stock indices finished in the red last week as AI disruption fears continued to grow. The S&P 500, an index of large US companies, returned -1.3 percent for the week, making the index flat year to date.
Royce Investment Partners: Co-CIO Francis Gannon looks at how low interest rates, tax policy, reshoring, technology adoption, and deregulation can fuel US small-cap earnings growth.
This week’s economic releases have once again underscored the policy dynamics we outlined in our January outlook. President Trump faces a high-stakes midterm election in November, and the incentives are clear: deliver visible growth, moderating inflation, and lower borrowing costs to strengthen the administration’s hand with voters.
With growth in both economies underpinned by trade, neither side has much appetite for a large‑scale economic confrontation. That reality should push both capitals toward calibrated responses rather than actions that sharply raise the costs of retaliation.
If orbital space is the 21st century’s high seas, China looks to be preparing an armada. Government plans submitted late last year to the United Nations’ International Telecommunications Union, or ITU, promise a fleet of 203,000 satellites to be deployed by the mid-2030s.
If you’re grading the economy based on real GDP, it looks pretty good; if grading based on jobs, not so much.
Thematic ETFs have maintained their impressive momentum in early 2026, building on a resurgent 2025. After gathering $23 billion last year, the category added another $4 billion in January alone.
Emerging market ETFs are back in focus. Two of the ten largest U.S.-listed ETF inflow winners year-to-date are broad EM funds. As expected, low-cost passive strategies continue to dominate flows, although they don’t always lead on returns.
Join JoAnne Bianco, CFA® of BondBloxx as she explores how targeting credit rating strategies may enhance portfolio income. From BBB rated investment grade to CCC rated high yield, now investors can optimize fixed income allocations in today's market environment with the diversification, transparency, and cost efficiency of ETFs.
Strategic succession planning executed well in advance can dramatically enhance your practice's worth while protecting both client relationships and your financial future. Let’s explore key moves for maximizing your valuation and ensuring a lasting legacy.
AI is evolving too quickly for static governance. Most firms today are still in a reactive posture. The goal is to move toward proactive management and ultimately predictive governance. The firms that learn to govern shadow AI will be the ones who turn today’s risk into tomorrow’s advantage.
As long as I have been writing this column and working in this business, I’ve learned there is still a first time for everything — and this is the first time I have ever heard this dilemma from an advisor.
It’s no surprise, then, that the majority of your marketing efforts are probably geared toward digital viewers. Here’s why print marketing is still worth your time and attention in a digital world, along with six print pieces to focus on first.
The article from the Wall Street Journal titled “Why My Generation Is Turning to Financial Nihilism” by Kyla Scanlon argues that Gen Z is embracing high-risk financial behavior out of despair and detachment, but the data shows something very different.
Years after Cathie Wood became the face of pandemic-era investing euphoria, her flagship fund is marking a difficult milestone.
An early departure by Christine Lagarde could narrow the field of candidates vying to succeed her as European Central Bank president.
Artificial intelligence fears have ripped through stock and bond markets, but investors in loans and private credit are still playing catch-up.
If inquisitive investors wanted to measure the demand for AI with some actual numbers, one place they might look on the balance sheet is the line reading “remaining performance obligations,” known more simply as the backlog.
Markets move through phases of resilience, shifting leadership and renewed opportunity. We’ve seen this play out in recent months as performance has broadened beyond mega‑cap tech into areas that had long been overlooked.
Four months ago, digital assets underwent what I believe was the most consequential liquidation event in their history. On October 10, 2025, over $19 billion in leveraged positions were wiped out within hours. Bitcoin plummeted from roughly $122,000 to $105,000. More than 1.6 million trader accounts were liquidated.
For families navigating public benefits, long-term care planning, and lifetime financial sustainability, this change represents both an opportunity and a planning strategy worth considering. While ABLE accounts can be powerful tools, they are most effective when coordinated thoughtfully with benefits, trusts, and broader financial strategies.
Artificial intelligence is a genuinely useful technology, but its impact will be uneven, gradual and impossible to predict. That’s the boring truth, however unlikely it is to go viral.
Browsing real-estate listings is a popular hobby. Home data portals provide hours of free entertainment. Some listings feature bizarre or ostentatious decoration; some are time capsules, preserving a bygone era. Most entries share one shocking feature: the price.
When uncertainty rises, volatility usually follows as the market has a tendency of pricing in worst-case scenarios quickly. AI’s evolution has accelerated rapidly, shifting from novelty use cases to broad, productivity‑enhancing applications across industries.
Last week delivered exactly what the market needed on the economic data front: confirmation that inflation continues to cool while the labor market remains firmly intact. The CPI came in softer than expected, finally reflecting the long-awaited deceleration in rental costs.
We’ve seen upper-income consumers power consumption growth over the past year even as middle-income and working-class households become more restrained. The message from the office market is starting to sound similar.
