Thursday, 3 September 2026
Global markets, trading & world business — for professional traders
Confluence Investment Management offers various asset allocation products which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every o…
Anthropic’s preliminary second-quarter results reignited enthusiasm across the artificial intelligence sector, lifting semiconductor stocks 1% on Monday despite broader tech sector declines. Q2 revenue topped $11.5 bill…
The prolonged zero-interest-rate environment that provided massive tailwinds for U.S. markets is shifting as central banks adjust policy and global interest rates normalize. Global capital costs are rebalancing, creatin…
For advisors, active ETFs raise a simple question: Pay up for a manager who’s beating the market, or stick with the index and pocket the savings? In the $15.7 trillion U.S. ETF market, the answer splits investors into t…
Investor appetite for fixed income continues to expand, as evidenced by the latest weekly ETF inflows report from TD Securities. For the week ending August 14, 2026, U.S.-listed ETFs gathered $41.0 billion in total week…
It’s been a long time coming, but value strategies are finally having their moment in the sun. However, as domestic value ETFs gain in popularity, are investors and advisors showing enough enthusiasm for international v…
In our previous guide to building a humanoid robot, we mapped out the three essential pillars of the project: the brain, the body, and the energy systems. Now, it is time to look closer at the brain. This integrated sys…
Goldman Sachs ETF acquisitions and the blurring line between investing and gambling headlined this week’s ETF Prime. Host Nate Geraci welcomed Mike Akins, founding partner at ETF Action, followed by Paul Baiocchi, head …
Entering this year, retail traders expected big things of SoFi Technologies (SOFI). The fintech stock was commanding plenty of adulation in social media investing circles. Things haven’t gone according to plan, as the s…
Listed miners have announced more than $70B in AI and high-performance computing contracts. For advisors, that turns a one-dimensional bitcoin proxy into something closer to a digital power infrastructure allocation. Cu…
On Monday, August 17, 30-year Treasury yields hit 5.31%, the highest level in 19 years for long-dated U.S. government bonds. That move has plenty of traders and fixed income investors on edge, because 19 years ago was s…
Meta: Learn how RAFI fundamental indexing offers an alternative to market-cap weighting in this interview with Rob Arnott and TMX VettaFi.
Uranium has been on quite a journey over the past few years. While the metal has always been valued for its role in nuclear energy, interest from governments, as well as the broader investment base, has noticeably impro…
Import cargo volume at the nation’s major container ports is expected to steadily decline for the rest of the year amid rising tariffs.
Bitcoin remains caught in a summer lull. Daily volumes are running at $4B per day on trusted exchanges, with similarly subdued activity across equities and other risk assets. In thin markets relatively small flows have …
Recent price forecasts from BMI, a Fitch Solutions company, highlighted notable market trends in mainland China’s lithium market. BMI revised its forecasts for China lithium carbonate to $20,100 per ton and lithium hydr…
Domestic for-profit utilities are spending big to meet the artificial intelligence (AI) demand moment. Regulatory Research Associates estimates that from 2026 through 2030, U.S. utilities will shell out a staggering $1.…
Should advisors and investors be taking a closer look at the opportunity set within structured credit right now? After all, the current fixed income environment may well work in favor of the structured credit market.
Gold’s outlook has brightened considerably following its first-half correction. Spot prices have rebounded to flirt with $4,400 per ounce, supported by renewed central-bank buying, softer economic data, and diminished e…
While it doesn’t necessarily dominate the headlines as much as it has in past years, crypto remains an area of significant interest and opportunity. Spot ETPs are available now for investors to better triangulate their …
Investing is often a reminder that there are no free lunches. For market participants to get something, they have to give up something, too. The fixed income universe embodies that sentiment. Want big yields? Chances ar…
Last Friday, shares of semiconductor giant Broadcom (AVGO) dipped nearly 6% on reports of a security vulnerability pertaining to the company’s VMware vCenter Syslog Server. Concerns about the state of the artificial int…
The Russell 2000 closed at a new record high Friday amid continued upwards momentum for several market indexes. That index, with its focus on small-caps, could prove an intriguing source of investing opportunities, give…
The week ended August 14 saw readers on ETF Database and ETF Trends turn mainly to stories focused on thematic ETFs, all of which involved ETFs addressing concerns that are top of mind for investors at the moment.