Adventurous ETFs for Betting On or Against the Fed

Guessing what the Federal Reserve is going to do next is an increasingly difficult task. For some time, the war in Iran bolstered the possibility that the central bank would have to raise rates at some point this year t…

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Active Stock Funds Chase Income as Yields Sink

Investors seeking income are moving into active stock funds. The category gathered $36 billion in July, according to State Street Investment Management. That brought year-to-date inflows to $272.5 billion, keeping activ…

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A Market Ahead of Its Economy

Today’s market does not represent today’s economy. The ratio of market value dependent on future economic activity versus present activity has never been higher. These companies have earnings now, but those earnings ste…

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Inflation Holds Steady, Rate Hike Odds Retreat

For a market braced for an inflation surprise, July’s CPI report provided none of the sort. Core CPI rose 0.2% and headline CPI increased 0.1%, both matching expectations. On a year-over-year basis, core inflation stand…

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Retail ETFs: Following the Selective Consumer

Key Takeaways: Consumers remain resilient, but spending is increasingly shifting toward value, convenience, and frequent everyday purchases. Retail ETFs can bridge staples and discretionary exposure. E-commerce is evolv…

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