Market Overview Analysis & Opinion

Last year’s final quarter featured a record increase in the number of ETF splits. Reverse splits dominated, along with a high volume of leveraged and inverse funds splitting. Schwab and...

Utilico Emerging Markets Trust’s (UEM’s) managers Charles Jillings and Jacqueline Broers remain very upbeat about the long-term prospects for emerging market equities. They consider that, in...

Many retail investors focus primarily on equities, while bonds often end up in the shadows. But with recent sharp rises in global government yields, bonds are trying to tell us something...

UK inflation was cooler than expected in December, potentially lifting some of the risks to the UK economy. Headline CPI dropped to 2.5% in the year to December, with a monthly rise of 0.3%, lower...

The closely watched U.S. December CPI report comes out on Wednesday morning. Headline annual inflation is seen rising by 2.9% and core CPI is forecast to increase by 3.3%. A hot CPI print would...

Entering a trade at the right moment can make all the difference between a successful trade and a missed opportunity. While different strategies suit different trading styles, here are five popular...

We saw rates increasing yesterday, with the 10-year rate rising 2.5 basis points to 4.79% and the 30-year rate increasing two basis points to 4.97%. The 30-year minus 3-month spread has increased by...

The US economy added more jobs than expected in December, providing a fresh dose of optimism that the labor market will remain strong for the near term. There’s lots of uncertainty ahead as Trump 2.0...

In this episode, Anthony Cheung and Stephen Barnett discuss significant developments in the corporate finance world, including the $3.7 billion acquisition of Getty by Shutterstock (NYSE:SSTK),...

“Speculation has run amok on Nasdaq,” writes Helene Meisler. “And it’s not as though the speculation stops at the stocks themselves. It veers right into options land as well.” Of course, options...

This week, the PPI, CPI, and Retail Sales data will be significant. This follows a strong December job report. The household survey was also robust, showing that nearly 478,000 people found jobs...

Inflation is relatively low compared with the post-pandemic surge, when the year-over-year change for the Consumer Price Index (CPI) peaked at 9.0% in June 2022. The current 2.7% pace through this...

I publish an updated version of my New Year “investor” resolutions yearly. The purpose of the process is to take an annual inventory of what I did and did not do over the last year to improve my...

A deep look at tariffs and the most attractive macro asset classes to kickstart 2025. What if tariffs end up being non-inflationary and negative for growth? And what if Trump focuses on short-term...