The Bond Market Still Isn't Buying Relief
Inflation is cooling and jobs are softening, the textbook setup for rate cuts. So why is the 30-year Treasury yield sitting at its highest level since 2007?
Inflation is cooling and jobs are softening, the textbook setup for rate cuts. So why is the 30-year Treasury yield sitting at its highest level since 2007?
Inflation is cooling and jobs are softening, the textbook setup for rate cuts. So why is the 30-year Treasury yield sitting at its highest level since 2007?
The national debt just crossed $40 trillion, but the real story is the $1.4 trillion interest bill behind it. Here's what the trajectory means for portfolios.
The national debt just crossed $40 trillion, but the real story is the $1.4 trillion interest bill behind it. Here's what the trajectory means for portfolios.
Emerging market active ETFs extend their lead as a weaker dollar and rebounding chip stocks lift every category this week.
Emerging market active ETFs extend their lead as a weaker dollar and rebounding chip stocks lift every category this week.
A running look at the latest U.S. inflation data, how it compares to the last 50 years, and which fund categories tend to respond when prices rise or cool
A running look at the latest U.S. inflation data, how it compares to the last 50 years, and which fund categories tend to respond when prices rise or cool
For fixed income, the message is straightforward: this is not the environment to be leaning long on duration in anticipation of cuts that keep getting pushed out.
For fixed income, the message is straightforward: this is not the environment to be leaning long on duration in anticipation of cuts that keep getting pushed out.
For asset allocators, the lesson of the past two weeks is that trading the inflation print in isolation is close to useless right now
For asset allocators, the lesson of the past two weeks is that trading the inflation print in isolation is close to useless right now
Last week's Active ETF Scorecard: EM equity, dividend, and international funds extend gains on a weaker dollar, while AI-heavy strategies cool and a soft jobs report lifts every bond category.
Last week's Active ETF Scorecard: EM equity, dividend, and international funds extend gains on a weaker dollar, while AI-heavy strategies cool and a soft jobs report lifts every bond category.
Key things to watch for: whether the statement drops or keeps language about future cuts, whether any officials dissent, and how directly the Chair addresses tariffs and oil prices as inflation risks in the Q&A
Key things to watch for: whether the statement drops or keeps language about future cuts, whether any officials dissent, and how directly the Chair addresses tariffs and oil prices as inflation risks in the Q&A
Active ETF Scorecard: chip stocks reverse a brutal selloff, lifting all 11 categories into positive territory as EM equity holds the top spot and Core Bond turns positive again.
Active ETF Scorecard: chip stocks reverse a brutal selloff, lifting all 11 categories into positive territory as EM equity holds the top spot and Core Bond turns positive again.
Instead of owning dozens of mutual funds or trying to pick winning stocks, you can build a globally diversified portfolio with just five low-cost ETFs.
Instead of owning dozens of mutual funds or trying to pick winning stocks, you can build a globally diversified portfolio with just five low-cost ETFs.
EM Equity leads this week's Active ETF Scorecard at +16.23% as ex-China funds outrun a deepening chip selloff; Active Core Bond turns negative.
EM Equity leads this week's Active ETF Scorecard at +16.23% as ex-China funds outrun a deepening chip selloff; Active Core Bond turns negative.
The latest round of U.S. tariffs officially took effect Friday, with new duties ranging from 10% to 12.5% now applying to imports from dozens of America's largest trading partners.
The latest round of U.S. tariffs officially took effect Friday, with new duties ranging from 10% to 12.5% now applying to imports from dozens of America's largest trading partners.
Active EM Equity tops this week's scorecard even as a chip-driven selloff pressures returns across several active ETF categories
Active EM Equity tops this week's scorecard even as a chip-driven selloff pressures returns across several active ETF categories
Bank earnings are usually the sideshow — this quarter, they might be the real story.
Bank earnings are usually the sideshow — this quarter, they might be the real story.
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