Stocks: Prices Up, Valuations Down
As we move into the second half of 2026, U.S. large-cap stocks may be on pace to deliver their fourth straight year of double-digit gains, with the S&P 500 Index up 11.4% through July 10, 2026.
ETFs
Rate Cuts Aren’t Guaranteed; Consider Preferred Stock ETF VRP
These days, forecasting what the Federal Reserve has in store for interest rates feels like a futile endeavor. Consensus wisdom indicates the central bank is highly unlikely to cut or raise rates this month, but after t…
Advanced Reactor Milestones Bolster NUKZ
The global push for reliable baseload power is driving rapid development in the advanced reactor market and shining a bright light on nuclear energy supply chains, with key companies hitting major operational and critic…
Weekly Economic Snapshot: Inflation Cools, But Energy Headwinds Loom
A handful of key economic data points dropped last week, painting a picture of an economy that is successfully downshifting from its recent inflation peaks even as consumers keep their footing. Between a deceleration in…
Bonds Are Back
Backdrop: When governments need to borrow money to fund expenses, they generally do so by issuing bonds. In the UK, government bonds are known as ‘gilts’. Each gilt will pay a regular amount of interest over the course …
$100 Billion ETFs: Meet the New Class of Mega-Funds
I have been tracking the ETF industry for a long time. I remember when the SPDR S&P 500 ETF Trust (SPY) made history as the very first ETF to hit the $100 billion mark. Since then nearly two dozen have joined SPY. In mi…
The Consortium Fueling the Nuclear Renaissance
The U.S. Department of Energy (DOE) published the approved voluntary agreement that formally establishes the Nuclear Fuel Cycle Consortium under the Defense Production Act (DPA). While the name centers on fuel productio…
Chinese car sales in Mexico surge despite new tariffs
The average U.S. tariff on imports from China stood at 57.6 percent in September 2025, more than double the level at the beginning of the year, according to the Peterson Institute for International Economics. Heightened…
Investigate Intel Earnings With This Exciting ETF
The week of July 20 brings an avalanche of marquee earnings reports and with the artificial intelligence (AI) trade experiencing significant retrenchment, semiconductor stocks are under duress. That could put added focu…
3 Reasons to Use Active ETFs in Your Core Allocation
Building a portfolio from scratch, or looking to refresh one that needs an overhaul? Core funds provide the bedrock upon which overall portfolios are constructed. Historically, that has meant large, long-term mutual fun…
India’s infrastructure output rises 5% y/y in June under new series
In the first half of 2026, iron ore production in India showed rapid growth, rising by 17% compared with the same period last year to 184 million tonnes. This is according to data from BigMint.
German producer prices climb 1.8% in June, below forecasts
The International Monetary Fund (IMF) confirms growth of 0.5% for Italy both this year and in 2027. The figures are set out in the World Economic Outlook published on Wednesday.
German producer prices rise 1.8% y/y in June
UK gross domestic product (GDP) is estimated to have grown by 0.7% in Quarter 1 (Jan to Mar) 2025, unrevised from the first estimate.
China keeps benchmark lending rates unchanged for 14th straight month in July
China is widely expected to leave its benchmark lending rates unchanged for a 14th consecutive month in July, signaling that policymakers remain reluctant to deploy broad-based monetary stimulus even as economic growth …
UK chief financial officers turn more hopeful about AI
A data-driven snapshot of how Euronext-listed companies are advancing their Environmental, Social and Governance (ESG) practices.
GDX at 20: Gold & the Pursuit of Independence
From America’s founding to GDX’s 20th anniversary, gold has remained a constant store of value, and VanEck has helped investors access it for nearly 60 years.
Don’t Buy These Stocks, But Watch the Story Unfold
I have a lot of short conversations about dividend stocks. They go something like this:
View From the EDGE® July 2026: The Importance of Diversification
In this month’s View From the EDGE® Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen present our latest outlook for the global capital markets. A printable summary is available on our website, or …
S&P 500 Snapshot: Index Drops Below 50-Day MA
The index is currently sitting 0.5% below its record close reached on June 2nd, 2026. The table below summarizes the number of record highs reached each year dating back to 2013.
Sprott’s Schoffstall on Rare Earth Portfolio Drivers & More
Those who have been keeping an eye on geopolitical developments likely know that rare earths are an increasingly valuable resource for both China and Western countries. After all, tensions continue to escalate on this f…
Soccer-The economic goal that never came: World Cup falls short of boosting Mexico
MEXICO CITY, July 17 (Reuters) - The World Cup left stadiums packed and millions of fans euphoric in Mexico, but failed to lift a sluggish economy weighed down by weak investment and uncertainty over the upcoming rev…
Healthcare Rules State Street’s Top 5 ETFs in Past Month
With well over 170 ETFs on the market covering diverse investment strategies, State Street offers a prime window into which funds — and market trends — are leading the pack in the near term.
Now’s the Time for Emerging Markets Stocks
It may be hard to believe, with global markets still pressured by ongoing conflict over the Strait of Hormuz, but now could be the time for emerging markets. Emerging markets can help investors diversify away from AI hy…
Top Investment Themes for Q2 2026: AI, Semis, South Korea, & Space
Markets are embracing the idea that we are in an AI supercycle. Investors are betting on a multi-decade technological shift, similar to the internet, that will transform industries, computing, and infrastructure. And si…