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The bottom line is that “higher for longer” remains a dominant theme for the U.S. bond market.

Outlook

Let’s stop with the rate hike talk already

by WisdomTree
Published May 9, 2024

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data.

Outlook

Volatility, uncertainty rule the week for markets

by Gerry Sparrow
Published May 9, 2024

What’s happening with gold this month? In Talking Gold, we track changes in the gold market by looking at price trends, gold ETF flows, and fundamental drivers for the precious metal.

Strategies

Talking gold — May 2024

by State Street Global Advisors
Published May 9, 2024

Push it back, push it back, way back

Outlook

Fed watch

by WisdomTree
Published May 2, 2024

What message do you get if you cross a famous line from a beloved poem with the much-loved Star Wars saga?

Reflections Sustainability

No time to stare

by IA SRI
Published April 30, 2024

Nvidia, Broadcom, Amazon, and Intel

Outlook

Four companies reshaping the AI landscape

by Global X
Published April 26, 2024

Stocks retreat

Outlook

Fed and middle east conflict diminish stocks

by Gerry Sparrow
Published April 26, 2024

Despite sticky inflation, the Fed reiterated that rate cuts were still on the table for this year, while several leading money center banks forecasted lower growth for the remainder of 2024 due partly to inflation and higher-than-expected rates.

Outlook

Stocks startled by inflation, conflict

by Gerry Sparrow
Published April 18, 2024

The current state of the housing market remains a huge problem for 2%, as home values remain at all-time highs due to an undersupplied market and many homeowners who are locked in at 2% to 4% mortgages, constraining inventory and leading to sticky rents.

Outlook

Towering long-end rates stifle construction, stocks

by Interactive Brokers Traders Insight
Published April 18, 2024

Exploring growth opportunities in the insurance, homebuilding, and biotech sectors for Q2 2024, highlighting the strong growth outlook, attractive valuations, and potential for innovation and disruption in these industries.

Strategies

Sector opportunities for Q2 2024

by State Street Global Advisors
Published April 18, 2024

As the Federal Reserve prepares for its May 1 FOMC meeting, investors are focusing on the potential for rate cuts, but another aspect of Fed policy decision-making is flying under the radar - the balance sheet.

Outlook

Pre-FOMC

by WisdomTree
Published April 18, 2024

The commentary from Pepsi to Kraft-Heinz to Kimberly-Clark has shifted over the past 12 months from one of pricing to one of volume, driven by increasing advertising and marketing spend.

Outlook Reflections

The handoff to normal?

by WisdomTree
Published April 11, 2024

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