The U.S. economy grew at a surprisingly strong annualized rate of 3.0% in the second quarter of 2025, which far outpaced the post-2000 average of 2.3% and easily beat expectations.
As investors re-evaluate their allocations to US assets, we think they should consider euro-denominated bonds.
Income diversification is necessary considering that rate cuts could be ahead. One area that could help bridge the gap — private credit.
America is a free country. People are allowed to take all sorts of ill-considered risks.
President Donald Trump’s move to extract a 15% sales tax from Nvidia Corp. on certain semiconductors sold in China did nothing to damp investor enthusiasm for the world’s most valuable company.
US short-dated bonds yields fell to their lowest levels in more than three months, reflecting conviction among traders that the Federal Reserve will cut interest rates in September.
We have been pleasantly surprised by how well stocks have handled the sharp increase in tariffs. Since the market low from the early April tariff scare, the S&P 500 Index has gained more than 28%.
It’s always fun to return to classic novels for summer reading and accordingly, this year’s Charts for the Beach returns to the time-honored basics of the economy and of investing.
While the One Big Beautiful Bill Act (OBBBA) has something for each constituency in President Trump’s political coalition, we think it could be a squandered opportunity to alter the unsustainable trajectory of federal debt.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
The first step toward offering participants lifetime income is to address misperceptions.
If you’re fighting an antitrust lawsuit that might end up breaking your company into pieces, one defense is to argue that those pieces would wither away if separated from the mother ship, thus creating a worse outcome for the consumer.
The ETF landscape continues to grow and change, and this time, it’s Neuberger Berman adding to the space.
Your clients need to plan for long-term care, and you need to help them do so. The best way to start that process is to dissuade them from assuming that LTC equals a nursing home.
Crypto exchange Bullish hasn’t gone public yet, but that isn’t stopping an ETF issuer from trying to capitalize on the hype.
Sam Rines explains why it's time to find out what really drives returns in a shifting macro environment.
July U.S. ETFs saw gains in both flows and AUM as well as another elevated round of launches. In the tidal wave of funds coming to market, a few ETF strategies stand out for their innovation or for notable opportunities they provide.
Financial advice often focuses on boosting personal savings rates and maximizing return on investment during a worker’s accumulation years. Equally important, however, is the decumulation process, when people spend those savings in the form of income.
Chuck Carnevale, co-founder of FAST Graphs (“Mr. Valuation”), reviews six regional banks that are all Dividend Champions—companies that have raised their dividends for at least 25 consecutive years.
The first full week of August offered a concise lesson in how quickly the policy calculus can shift when both politics and data align. Equity markets wobbled after reports that Governor Christopher Waller, not Kevin Warsh, is now the front runner for the next Fed chair.
Currently, spreads in most credit markets are at or close to historically tight levels, meaning that investors are locking in significantly lower levels of compensation than they have, on average, over the past several decades.
Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, joins the show to discuss the firm’s lineup of energy-focused ETFs, including the newly launched Tortoise AI Infrastructure ETF (TCAI). Stacey Morris, Head of Energy Research at VettaFi, shares insights on the key factors driving energy ETFs and provides her outlook on future trends in oil and natural gas prices.
Generation X, defined by those born between 1965 and 1980, is rapidly approaching retirement age. At the same time, a growing body of financial data reveals this is a generation at risk of falling short.
Now that we are six months into the second Trump administration, it is worth revisiting the economic philosophy that I refer to as “TrumpBessenomics.” The term captures the fusion of Donald Trump’s populist, growth-oriented agenda with the strategic and data-driven approach of Treasury Secretary Scott Bessent.
In a twist on Wall Street’s traditional market plumbing, some of the biggest names in finance used a crypto blockchain to trade US Treasuries for digital dollars — on a Saturday.
You’ve probably seen versions of these headlines this summer. They’re all designed to grab your attention by sounding the alarm, then close with a hand-wringing quote from someone who probably missed the last bull run.
At the last meeting two weeks ago, Chairman Jerome Powell got the Federal Reserve to stand pat on interest rates, but not without a struggle.
On this episode of the ETF of the Week podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Technology Select Sector SPDR Premium Income Fund (XLKI) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
The central theme of “Our Dollar, Your Problem” is the global dominance of the U.S. dollar and what might dethrone it in the future. Rogoff’s concern about U.S. government debt and its possible effect on the value of the dollar is warranted.
Almost everything we think we know about the economy comes from initially flawed data. Jobs data, inflation data, spending data, production data, all of it is imperfect. There is no certainty in this business. But that doesn’t make the data useless.
I understand the concerns about rising debt levels. However, the problem of rising debt levels for the U.S. is NOT a default but a continued degradation of economic growth. Let’s start this discussion with a basic fact—without continued increases in debt, there would be very little to no economic growth.
Jack McIntyre’s US global bond fund, aided by a slumping dollar, is posting one of the best performances in its almost two decades of existence. His challenge is convincing investors that it’s more than just a flash in the pan.
The Fed has long been criticized for reacting too slowly to economic developments, an inevitable consequence of relying on lagging government data. Now the Fed and BLS are likely to face even more pressure to catch up.
2025 has been historically turbulent for the dollar, with declines of a magnitude last observed during the global financial crisis
Most economists, including us, were wrong about the ‘ensuing’ recession back in 2022 and 2023 as the US Federal Reserve (Fed) increased interest rates to fight higher inflation.
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.
The U.S. Dollar Index (DXY) has rebounded over the last month following its worst first half since its inception in 1973.
In the tidal wave of funds coming to market, a few ETF strategies stand out for their innovation or for notable opportunities they provide.
The likelihood of recession has declined during our three-year forecast period, as such we increased equity exposure.
The ICE BofA Fixed Rate Preferred Index returned 1.45% in July, bringing YTD gains to 2.47%. The $25 par ICE BofA Core Plus Fixed Rate Preferred Securities Index rebounded with a 2.77% return, while ETF inflows exceeded $150 million.
ETF providers have been quick to launch a bevy of new active funds at a quickened pace given the current trend. The same can be said for fixed income allocation.
The United States has been on a remarkable run: exceptional growth and innovation, multiple structural advantages, and the financial market dominance to match.
What if you could capture the potential gains of the S&P 500, but limit your losses if the market goes down? Or earn above-market income given the right stock market conditions?
The new US tax law raises the SALT deduction cap and adds a new deduction for seniors.
Volatility across major asset classes is currently sitting at unusually low levels. While volatility is often viewed as a broad measure of risk in financial markets, its role has evolved significantly in recent years.
Many advisors have come to agree that the key to navigating 2025’s uncertain market is to do so through a well-diversified portfolio.
President Donald Trump’s sweeping new tariffs officially took hold Thursday, as he barrels forward with his turbulent push to reshape global trade.
With a week as jam-packed with economic data, earnings, and events as last week, it’s no surprise it ended with a bout of volatility.
Get ready each week with high-conviction insights that go beyond media headlines.
As July gave way to August, an eventful news week moved markets. Corporate earnings continued to surprise to the upside.
