Here’s how I see it going into a critical data week: the inflation gauges landed precisely on expectations while an ugly July trade gap shaves some growth from Q3, and that combination keeps the Fed on a path to cut 25 basis points at the next meeting.

Markets surged late last week after Federal Reserve Chairman Jerome Powell suggested at Jackson Hole that the U.S. central bank may be ready to cut interest rates in September. Traders took it as a green light, while Goldman Sachs, J.P. Morgan, Barclays and others quickly pivoted their forecasts. The CME FedWatch tool now puts the odds of a September cut at nearly 90%.

For the past two years, we have been warning that the stock market is overvalued. While our capitalized profits model is simple, it is more complex than just looking at price-earnings or price-sales ratios.

Alex Morris, CEO of F/m Investments, highlights the firm’s newly launched Compoundr Series ETFs – the first income ETFs specifically designed to tackle dividend tax drag. He also discusses F/m’s efforts to add a mutual fund share class to its existing ETFs. Roxanna Islam, Head of Sector & Industry Research at VettaFi, explores the “ETFs going Hollywood” phenomenon and sheds light on the latest trends in ETF closures.

Since opening its doors 40+ years ago, Axtella has focused on elevating experiences for both their clients and their financial professionals.

Energy prices indicate economic strength, or, in this case, weakness. If the global economy grew strongly, the need for oil consumption would rise, absorbing the current production levels, causing energy prices to rise.

Gemini Space Station Inc., a cryptocurrency exchange led by the billionaire Winklevoss twins, seeks to raise as much as $316.7 million in its initial public offering as the latest crypto business in line for a US listing.

US stocks will continue rallying after four months of gains as Federal Reserve interest rate cuts coincide with robust corporate earnings, according to Morgan Stanley’s Michael Wilson.

Our quality rating system becomes incredibly powerful once it’s married with valuation analysis. We spend hundreds of hours researching stocks to arrive at these two inputs (quality and fair value). Here’s how combining these ratings works in practice using a grossly simplified example.

Each bank sets its own Beige Book reporting priorities, though prices, jobs and real estate are common themes. The Kansas City Fed, for example, covers nine topics, including community conditions, community and regional banking and agriculture.

Last week's economic data revealed strong economic growth running up against rising prices and falling confidence.

Muni & corporate bonds trading activity has been reaching record levels through the first half of 2025 at the Intercontinental Exchange.

VettaFi’s Head of Research Todd Rosenbluth discussed the PIMCO Enhanced Short Maturity Active ETF (MINT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Consider coking coal. The high-quality solid fuel used in steelmaking was for many years seen as a jewel in BHP’s crown.

Radical policy changes can launch new economic eras.

Recently, we have seen rapid shifts in and out of various sectors and stock factors that disrupt momentum strategies. Therefore, understanding how momentum strategies work can help you better identify when they might be effective and when it's time to switch to a different approach.

While I make no judgment about bitcoin’s intrinsic value, I do believe we’re witnessing the early stages of a structurally driven price expansion — powered not by sentiment, but by product development, market mechanics, and leverage.

Investors fretting over signs the bull market in stocks is pushing toward unsustainable levels will soon have another thing to worry about.

The global exchange-traded funds (ETFs) market has rarely been more dynamic. Active strategies may be commanding the headlines, but index-based ETFs remain the bedrock of portfolios worldwide.

Europe's defense landscape has undergone a paradigm shift—a rearmament cycle unfolding at a velocity unseen since the Cold War.

The Russell 2000 Index last posted an all-time high on Nov. 8, 2021, and is still almost 3% from that level. Unless something drastic happens by Friday, it will mark the small-cap gauge’s longest streak without a record since the dot-com bubble.

It’s hard to ignore the effect Fed Chair Jerome Powell’s comments made last Friday had on equities, particularly small-caps.

The recent passage of U.S. crypto regulatory policies follows on the heels of a convoluted path to bringing frameworks to digital assets.

A new China-buys-China narrative is taking shape as Beijing steps up its tech rivalry with the US. The world’s second-largest economy not only wants to build generative AI models, but power them with its own hardware, redrawing a supply chain dominated by Nvidia Corp.

If there were any doubts about SpaceX’s dominance in space, they were swept away after the company pulled off a near-flawless test of its massive Starship rocket late Tuesday.

While investors often look to the Federal Reserve for macroeconomic signals, Walmart’s earnings may offer even more insight. As a barometer of consumer behavior, pricing trends and tariff impacts, Walmart is a must-watch for anyone trying to understand the real-time U.S. economy.

Investors enjoying the pairing of domestic stocks and the momentum factor are likely familiar with some related ETFs. This includes the Invesco S&P 500 Momentum ETF (SPMO).

The prospect of lower rates could translate to falling yields, forcing investors to diversify their fixed income portfolios. One area that's been seeing renewed interest is mortgage-backed securities (MBS).

Contrary to some popular stereotypes about young investors, the kids are all right. They typically save more and invest in age-appropriate, low-cost funds at higher rates than previous generations did at the same age, all while avoiding frequent trading or excessive risk in their portfolios.

Last week was dominated by a major event in the financial world, the Jackson Hole symposium, and the subsequent reaction from the markets. Read through the major economic news form the week of August 18th - 22nd.

Money flowing to the U.S. Treasury from a source other than taxpayers may seem like a benefit. Yet any company required to give away 15% of its gross revenue, which could equal its entire profit, has to compensate in some way.

The U.S. dollar has experienced a notable decline in value this year relative to a broad basket of foreign currencies. This depreciation has meaningfully affected the investment returns of U.S. based investors holdings in international stocks and bonds.

The largest company in the world, with a market capitalization of about $4.4 trillion, reports Q2 results today, after the market close.

Today is the day that analysts and investors have been waiting for the entire earnings season—earnings and updated Q3 guidance from NVIDIA Corp. (NVDA).

Fund managers say returns on emerging-market assets are set to power ahead of their developed peers, having moved in lockstep since US President Donald Trump unleashed his tariff blitz in April.

It's never a great sign when a central bank governor says his country's predicament is a “pretty sad story.” That's how Bank of England Governor Andrew Bailey described the UK at the Federal Reserve symposium in Jackson Hole, Wyoming, last week.

International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.

China’s economy has propagated itself through branches like trade, finance and infrastructure. But supply chains are where its roots have thickened into trunks, particularly across Southeast Asia.

“Buy Every Dip” has lately been the “Siren’s Song” for this market. Such is seen in the flows into ETFs over the course of this year. Retail investors treat pullbacks as temporary noise, and their behavior borders on mechanical. Every sell-off is seen as an opportunity, not a warning.

Travis Spence, Global Head of ETFs at J.P. Morgan Asset Management, walks through the firm’s expanding ETF lineup and shares his take on today’s markets. Jillian DelSignore, Head of Retail and Wealth Distribution Strategy at Nasdaq Indexes, highlights some of the hottest industry trends and offers insight into the evolving world of ETF distribution.

Amid the push to reshore, the United States faces a clear challenge when it comes to labor. Even though manufacturing has been contracting (PMI below 50 for more than two years), the U.S. still has 380,000 unfilled manufacturing jobs.

While the majority of the capital markets are anticipating rate cuts, certain economic data continues to run counter to the forecast. That’s why in times of persistent inflation, getting commodities exposure can be beneficial.

If I told you Argentina is the world’s hottest new market for copper, you might be likely either to scratch your head or just laugh.

Don’t Worry, Be Happy! Heading into summer, markets faced a wave of uncertainty—from shifting tariffs and debt ceiling debates to questions around the fate of the ‘Big, Beautiful Bill.’

For nearly two decades, U.S. electricity demand was flat. Between 2005 and 2020, consumption barely budged, thanks to efficiency gains in appliances and slower economic growth. Utilities planned for more of the same.

Last week, a tech rout that began on Tuesday led to notable declines in the Nasdaq Composite (-2.5%) and S&P 500 (-1.2%) by market close on Thursday, with the Dow Jones Industrial Average roughly flat. Investors engaged in profit-taking, amidst concerns about the high valuations of many technology companies.

Are there enough options among foreign equities ETFs? Plenty of funds exist, but some regions and markets may lack options.

On this episode of the ETF of the Week podcast, VettaFi’s head of research Todd Rosenbluth discussed the NEOS Bitcoin High Income ETF (BTCI) 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.

Different clients may prefer different ways to invest in bonds. This article isn’t about identifying which fixed income vehicle offers the highest yield or lowest fee. It’s about matching strategies to real-world investor behavior.