Reflecting on the first half of 2026 provides a clear roadmap to strategize for the remainder of the year. Before that can occur, however, it’s imperative to check the pulse on the current state of the market and posit …
Key Takeaways: AI investing is broadening beyond processors to memory and photonics, which address critical data storage and connectivity bottlenecks. Both memory and photonics ETFs offer targeted access to global leade…
Australia’s trade balance recorded a surplus of A$1,929 million in June, according to official data released today, defying market expectations of a A$1,100 million deficit. The surprise surplus, driven by stronger-than…
US president Donald Trump hasn't given up on his approach to use tariffs as a way of gaining the upper hand in the global markets despite the monumental decision by the US Supreme Court on Feb. 20 that his use of the In…
We expect US GDP growth near its long-run trend over the forecast period, with recession risk remaining low, but not zero. The key reason is the policy mix. Monetary policy is likely to lean more dovish as growth cools,…
Artificial intelligence is reshaping not only the technology sector, but also how investors define value. In a recent webinar, Matthew Tuttle, CEO and CIO of Tuttle Capital Management, and Frances Newton, CIO of Tuttle …
Cloud stocks fueled July gains for the O’Shares Global Internet Giants Index, the benchmark behind the ALPS O’Shares Global Internet Giants ETF (OGIG). The index climbed 5.1% for the month, according to attribution data…
Emerging markets (EM) continue to attract investor attention after the asset class significantly outperformed U.S. and global stocks in 2025 and Q1 2026. Fueled by deglobalization, expanding artificial intelligence (AI)…
International technology companies are on track to deliver faster earnings growth than their U.S. counterparts through 2028. Key Takeaways: Non-U.S. tech earnings could grow 58% annually through 2028, versus 35% for U.S…
Those who have been keeping a close eye on the commodities market know that critical material supply chains have become a top priority for nations worldwide. Not only has the United States been seeking to end its relian…
This weekly update tracks some of the largest cryptocurrencies by market share: Bitcoin and Ether. While both are considered high-risk assets, they possess foundational differences that investors should understand. We h…
Wednesday, August 5th may have felt like an average Summer day, but it actually represented a compelling inflection point for the healthcare industry. This is because a few key healthcare giants reported their Q2 2026 r…
The latest US manufacturing data has delivered a mixed picture of the American industrial sector, with one key survey showing stronger-than-expected factory activity while another indicates that the pace of growth may b…
The recent initial public offering (IPO) of semiconductor manufacturer CXMT enriched insiders and early investors at that China tech company. It could also serve to renew interest in other China growth stocks. If that p…
With gold and silver slumping and oil surging, it’s been an interesting, if not turbulent seven months for commodities. Those are the breaks, when getting involved with futures and spot markets. For many investors, the …
It’s the middle of summer, and what better way to spend some of those extra hours of sunlight than to take on a fulfilling project? The team at the ROBO Global Robotics and Automation Index (ROBO) thought we’d help you …
Economists expect a pullback from a big hiring jump in May, but still good news for the job market.
Municipal bonds have emerged as one of the standout performers in the high-grade fixed income market, validating expectations that tax-exempt securities were well positioned to regain lost ground from 2025. High-net-wor…
The numbers are in, and the story of ETF adoption goes on undeterred. In July, ETFs saw their third month this year of asset inflows exceeding $190 billion. If 2025 was a record-breaking year for ETF asset creation, 202…
The Federal Reserve held the federal funds rate steady at the July FOMC meeting, maintaining the target range at 3.50%–3.75% for the fifth consecutive meeting. However, the 9–3 vote marked a notable shift from June’s un…
Given that the conflict in Iran has been going on for well over five months at this point, advisors and investors are likely getting used to its economic impacts. Of course, one of the primary pressure points for the gl…
When the worlds of technical and fundamental analysts collide, the byproduct is the Defiance KSM TipRanks Analyst ETF (RANK). Launched at the end of June, the fund offers a dual-filter strategy that balances fundamental…
Energy stocks fueled July gains for the S-Network International Sector Dividend Dogs Index, the benchmark behind the ALPS International Sector Dividend Dogs ETF (IDOG). The index climbed 6.3% for the month. A weaker U.S…
Confluence Investment Management offers various asset allocation products which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every o…
