A Broad Approach in a Narrow Market
The second quarter of 2026 stood in stark contrast to the first. Our last letter concluded with our suspicion that markets were looking for a reason to go back up. They found one over and over again w…
ETFs & Funds
Midstream Operators Boost Payouts Into Q3 2026
The midstream energy sector continues to demonstrate its commitment to returning capital to shareholders. Major energy infrastructure companies recently announced sequential increases in payouts durin…
Supermajor Earnings: Exxon & Chevron’s Impact on ETF Market
The two largest U.S. integrated supermajors, Exxon Mobil (XOM) and Chevron (CVX), reported second-quarter profits that surged on rising oil prices due to renewed geopolitical tensions in the Middle Ea…
Free Cash Flow Trio Shows Strong Assets, Flows & Performance
Free cash flow strategies are ideal for investors searching for quality fundamental factors, especially in current times where certain large-cap valuations are suspect. VictoryShares and Solutions off…
Navigate a Challenging Fixed Income Environment With CLOs
In a tricky fixed income environment marked by high interest rates and ongoing monetary policy uncertainty, collateralized loan obligations (CLOs) are emerging as a strategic alternative. However, inv…
FOMC Recap: The Removal of Forward Guidance Is Not a Communications Change. It’s a Policy Tool.
The Federal Reserve left its policy rate unchanged at 3.50% to 3.75% in a split 9-3 vote, while reiterating that inflation remains above target and the FOMC is committed to restoring price stability. …
US consumer sentiment perks up in July
We believe everyone should be able to make financial decisions with confidence. While we don't cover every company or financial product on the market, we work hard to share a wide range of offers and …
US labor costs increase in second quarter as wage growth picks up
The euro area economy remained resilient in 2025, despite uncertainty and trade policy shocks. Growth expectations were consistently revised up over the course of last year and the economy broadly mai…
Investing in the Peptide Boom: REX Files for New Peptide ETF
On July 27, REX Shares filed for the REX Peptides ETF tracking the VettaFi Peptides Index. The fund targets companies strategically positioned to advance the development, manufacturing, and commercial…
Taiwan’s economy grows 12.9% in second quarter
Taiwan's GDP growth continued its blistering growth at 12.9% year-on-year, once again beating the entire slate of market forecasts
Hong Kong’s economy grows 4.3% in second quarter
HONG KONG — China’s economy last quarter grew at the slowest rate in three years, reflecting a broader slump that the country’s leaders signaled earlier this year when they set the lowest growth targe…
China manufacturing PMI unexpectedly slips into contraction in July
Germany’s manufacturing sector unexpectedly slipped back into contraction territory in March, according to the latest flash Purchasing Managers’ Index (PMI) data released on Monday. The HCOB Germany M…
Mexico says 1.5% GDP growth secure unless economy shrinks in second half
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 trad…
Japan June factory output rises 1.3% month-on-month
Global Crude Steel Production Rises 1.7% in June 2026, Led by Africa and Viet Nam
Microsoft’s Earnings Beat: A Ripple Effect Across ETF Landscape
Driven by strong growth in the Azure cloud and Copilot businesses, Microsoft (MSFT) delivered another standout quarterly earnings report, topping Wall Street expectations and reinforcing the company’s…
Get Cutting Edge Tech Stocks in Active ETF LOUP
Goldman Sachs Asset Management (GSAM) recently expanded its ETF lineup via the acquisition of Innovator ETFs. In addition to Innovator’s notable suite of buffer ETFs, the deal also brings exciting act…
ETF of the Week: Thornburg Premium Income Builder ETF (THOR)
Thornburg Investment Management’s newest income ETF, THOR, was built around a pattern that has quietly powered much of the market’s gains. That pattern is rising valuations, not stronger earnings.
Nigeria says subsidy savings absorbed by debt costs, higher spending
When President Bola Tinubu declared that “fuel subsidy is gone” in May 2023, it marked one of the most consequential economic decisions in Nigeria’s recent history. The administration argued that endi…
Why an Aging Power Grid Is Fueling a New ETF Bet
Recent headlines about slowing AI spending and volatile tech stocks miss a bigger story. The U.S. power grid isn’t ready for what’s coming. That was the message from speakers on a July 27 webinar spon…
Amplify ETFs Introduces Next Generation Bitcoin ETF with Launch of the Amplify Fairlead Tactical Bitcoin ETF (BNAV)
CHICAGO, July 29, 2026 (GLOBE NEWSWIRE) — Amplify ETFs, a leading provider of breakthrough ETF solutions, today announced the launch of the Amplify Fairlead Tactical Bitcoin ETF (BNAV). The groundbrea…
Reassessing Risk in Tech Stocks
You’re likely aware that many technology companies are spending epic sums of money on AI these days. Take tech titans like Oracle, Alphabet, Microsoft, Amazon, and Meta that are building out massive d…
U.S. economic growth cools to 1.5% in second quarter
The US economy expanded at an annualized rate of 1.5% in Q2 2026, slowing down from Q1's 2.1% pace and missing the market's 2.0% estimate. The headline deceleration was caused by declines in governmen…
Aristotle Funds Debuts ETF Lineup for Active Fixed Income
On Thursday, July 30, 2026, Aristotle Funds — a longtime mutual fund provider — made its debut into the ETF market with the release of three new funds. All three funds provide Artistotle’s actively ma…
How QQQJ Targets the Next Generation of Growth Leaders
As concerns grow about the market’s biggest companies, investors are looking further down the market-cap scale. Mid-cap innovators are drawing more attention because they have more room to grow. For i…