Monday, 14 September 2026
Independent coverage of global markets, trade and finance
Satellite communications, navigation, spectrum, and connectivity are becoming increasingly important drivers of the space economy. Among the top holdings of the Procure Space ETF (UFO), EchoStar (ECHO), Iridium Communic…
This week’s July CPI report looms over markets, with so much uncertainty already bubbling up under portfolios. Investors have options, however, for an outlook that sees inflation continue to resist efforts to tame it. V…
Artificial intelligence data centers are hitting a power problem that has little to do with computer chips, according to a new report from Thornburg Investment Management.
Canada’s ETF market continues to evolve, with active strategies playing an increasingly important role. According to the TSX ETF Report for Q2 2026, investors are looking beyond traditional market-cap-weighted index str…
Beginning 30 July, an attacker started sweeping bitcoin from addresses generated by Coldcard, a bitcoin-only hardware wallet made by Canadian firm Coinkite. The first burst took roughly 594 BTC from around 500 wallets i…
Volatility from shifting Fed expectations and geopolitical events in today’s current environment creates an ideal backdrop for active bond traders. That said, the Bank of Montreal and REX Shares have expanded their Micr…
Given how uncertain advisors and investors are over the Federal Reserve’s plans for handling interest rates, the July jobs report was perhaps watched even more closely than normal. That being said, the latest report may…
Fixed income investors are dealing with more bumps on Bond Road this year than they bargained for. Treasury yields remain elevated, and prevailing market wisdom continues to hold that persistent inflation will keep the …
Solar ETFs moved into focus Friday after President Donald Trump announced new tariffs targeting imported products made from polysilicon, a key material used in solar panel manufacturing. The tariffs could give U.S. sola…
For the second quarter of 2026, sequential dividend growth across the broad Alerian Midstream Energy Index (AMNA) came primarily from MLPs, while most midstream corporations maintained their dividends. On a year-over-ye…
The Philippines’ proposed 2027 national budget puts social services and infrastructure at the center of government spending, with education, public works and health among the biggest beneficiaries as President Ferdinand…
Bitcoin is climbing back from its 2026 lows as softer U.S. jobs data cools expectations for more Federal Reserve rate hikes, according to James Butterfill, CoinShares’ head of research.
Our global markets watchlist tracks nine prominent indexes from economies around the world. The list includes the S&P 500 from the United States, TSX from Canada, the FTSE 100 from England, the DAXK from Germany, the CA…
It’s not every day that two central banks coordinate to prop up a sagging currency. That’s exactly what the Bank of Japan (BOJ) and the Federal Reserve did in an effort to boost the yen.
Goldman Sachs Asset Management (GSAM) completed the conversion of two of its fixed income mutual funds to ETFs Monday. Per a press release, GSAM converted the Goldman Sachs Bond Fund and Goldman Sachs Income Fund into t…
U.S.-listed sector ETFs pulled in a record $25 billion in July, according to a report from State Street Investment Management. Investors used a sharp technology selloff to load up on artificial intelligence-related stoc…
Following last week’s macroeconomic developments — such as the July jobs report — it’s worth taking a look at near-term ETF performance. Tracking top-performing funds allows advisors and investors to see what thematic s…
For three years, clients have asked the same question: “How do I get into SpaceX or OpenAI before the IPO?” That question just changed tense. SpaceX has completed its roadshow and begins trading, Anthropic filed confide…
Given that the pressures of inflation haven’t exactly slowed down, real assets are emerging once more as an option for investors seeking potential safe havens. Not only do real assets tend to perform well amid rising pr…
Many investors know the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) for its options strategy. However, its underlying performance relies heavily on an engine that gets far less spotlight. J.P. Morgan’s proprietary …
Don’t worry. The “curse” largely boils down to Iran War’s impact on renewable energy stocks. On the other hand, the conflict has been a gift to traditional fossil fuels equities, explaining why the energy sector is the …
Robust institutional demand paired with rising default rates and liquidity stress paints a tricky landscape for investors to navigate private credit. While the yields private credit offers may entice, investors need to …
Aura ETF has expanded its thematic lineup with the launch of the Aura VettaFi Photonics Index ETF (PHOX). The ETF offers targeted exposure to companies driving the next generation of artificial intelligence hardware. PH…
The Department of Energy (DOE) has narrowed the competition for its proposed Nuclear Lifecycle Innovation Campuses (NLICs) to five states: Utah, Tennessee, Oklahoma, Louisiana, and Idaho. The selection advances an effor…