Friday, 4 September 2026
Global markets, trading & world business — for professional traders
Inflation affects everything from grocery bills to rent, making the Consumer Price Index one of the most closely watched economic indicators. What does inflation mean at the micro level — specifically to your household?
Financial markets are once again being driven by the same dominant theme: inflation and what it means for Federal Reserve policy. The latest twist in that story comes once again from crude oil, where dramatic price swin…
Bitcoin’s latest bullish sentiment is being shaped by a powerful macro question: is inflation pressure finally cooling enough to support risk assets again? After a difficult period marked by sticky prices, high interest…
When it comes to space stocks, Elon Musk’s SpaceX (SPCX) is clearly the big kahuna. After all, the company just completed the largest initial public offering (IPO) in history, rapidly joining the $1 trillion-plus market…
With oil and gas prices spiking, despite a pledge from Donald Trump to protect tankers making their way through the crucial strait of Hormuz shipping chokepoint, central bankers and economists have warned that a prolong…
Reliable distribution growth remains one of the most important tailwinds for midstream MLPs. After all, investors often allocate to this space primarily for its attractive yield and consistent income. Learn more below a…
Small-cap stocks remain the cheapest corner of the U.S. market. That’s true even after posting their best first-half performance in more than three decades, according to Morningstar’s Q3 2026 stock market outlook. Key T…
Specifically, Chair Warsh said that “financial markets perform best when they react to incoming data. I think the financial markets work less efficiently when they ask a question. How will the Federal Reserve react to t…
The U.S. trade deficit in goods and services (BOP basis) widened to $78.3 billion in July from a slightly downwardly revised $59.1 billion in June (previously -$60.2 billion), according to the U.S. Census Bureau. This w…
Sam Azzarello: What's next for markets and the global economy after a year defined by escalating tariffs, persistent geopolitical tensions, and the rise of artificial intelligence across industries?
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the Vanguard US High-Yield Corporate BD Index ETF (VCHY) with Chuck Jaffe of Money Life. The pair discussed severa…
The VictoryShares International Free Cash Flow Growth ETF (GRIN) tracks an index that is built on a rigorous methodology that identifies non-U.S. companies with a positive free cash flow (FCF) trend and high levels of p…
Big Pharma has a $300 billion problem, and biotech developers with promising drugs are becoming the fix. Major drugmakers are spending at a pace not seen since 2019 to replace medicines that will soon lose patent protec…
It is the quiet assumption that because we possess more information, faster communication, and increasingly advanced technology, we must therefore be less vulnerable to the same emotional and collective mistakes that sh…
The World Cup has reached its final four. Spain, France, England, and Argentina will contest some exciting matches this week in advance of the final. Those nations, with the slight adjustment for England, all also can b…
Missiles and drones disrupted skies over Dubai in late February, following U.S.-Israeli strikes on Iran. Private aviation executive Jonny Dodge watched his phone light up nonstop. His firm, YourSky, flies much of the em…
As anticipated in our last global economic outlook, elections around the world have driven notable policy changes that altered the trajectories of inflation, borrowing costs, currency values, and trade and capital flows…
For decades, traditional index-based ETFs have served as the low-cost foundational anchor for core allocations, consistently demonstrating that outperforming a broad market index is an uphill battle. Yet, while the vast…
It’s one thing to want more tech exposure, but it’s another to get that exposure without overweighting the big names. Whether that’s the Mag 7 or just the AI hyperscalers, most investors are already saturated with big-n…
When market volatility catches investors by surprise, it’s imperative to have quality exposure to aid with portfolio stability. With that, employee-owned investment manager Neuberger has expanded its actively managed ET…
A relative period of calm in the oil market may well be over, following last week’s goings on in the Middle East. Most notably, the U.S. renewed military strikes against Iran, with President Trump potentially unnerving …
As the Q2 earnings season kicks off, the market is widely anticipating strong results, with the technology and energy sectors expected to lead the charge. Current analyst expectations point to a robust 23.3% earnings gr…
In my former career as a stock research analyst, a unique dynamic always signaled a high-conviction idea. While I sat there building out earnings models and reworking valuation assumptions, the technical analysts would …
The active ETF landscape has become an ever-larger part of the ETF ecosystem. Leveraging fundamental research and increasingly competing for core and core-plus assets, active ETFs have picked up major inflows and helped…