Monday, 2 November 2026
Independent coverage of global markets, trade and finance
Mortgage-backed securities are seeing greater interest and just got a vote of confidence from the largest sovereign wealth fund. The Norges Bank Investment Management (NBIM), which oversees Norway’s $2.3 trillion sovere…
The current higher-for-longer interest rate regime requires a delicate balance between capturing meaningful yield and protecting core capital from market volatility. That said, for investors looking to de-risk their por…
One of the main goals of PHPX is to transform cross-border payments and financial inclusion. Meanwhile, Agora completed its first OTC transaction with AUSD, which was a huge step into the institutional market. Ethena's …
The US labor market delivered a genuine surprise just ahead of the Labor Day weekend, as the latest US August payrolls report blew past nearly every economist’s forecast and offered a jolt of relief after months of slug…
Recent developments across the nuclear energy fuel chain are creating a favorable backdrop for reactor deployment programs. This serves as a constructive update for Range Nuclear Renaissance Index ETF (NUKZ) investors. …
For years, investors buying international stocks have battled two problems: American markets outperforming and a dollar that kept climbing. New moves by the U.S. Treasury suggest the second problem may not stick around …
As advisors and experienced fixed income investors know, bond prices and yields move inversely to one another, meaning that when yields are high, prices have slipped. This may have some investors worried about buying bo…
AI and international equities featured prominently in last week’s top stories, as did small-caps. Other topics included in the top five were bonds and Fidelity’s market outlook for the rest of the year. Todd Shriber’s a…
Many sought-after metals have been logging significant price growth in recent months, and lithium is no exception. Key Takeaways: The price of lithium did quite well in August, as did the Sprott Lithium Miners ETF (LITP…
Midstream energy infrastructure has demonstrated notable defensiveness during a period of heightened macro volatility. This resilience is supported by durable cash flow characteristics that distinguish the segment from …
WASHINGTON—US President Donald Trump heads to China this week for his long-awaited summit with Chinese President Xi Jinping. Expectations are modest. On both sides, decision-making is highly concentrated in the top lead…
The potential of overstretched valuations in U.S. equities that could eventually mean-revert is just one reason more investors are gravitating towards international equities. There’s no shortage of funds that can addres…
CATE crypto has seen a sudden resurgence in popularity as it climbed nearly 80% in a week. At the time of writing, CateCoin is trading near $0.000000126, still almost 99% below its November 2021 all-time high of approxi…
The Range Global Coal Index ETF (COAL) climbed 23.4% in August, outpacing both broad market equities and energy sector peers. During the month, the State Street SPDR S&P 500 ETF Trust (SPY) climbed 2.7%, while the State…
The ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) tracks uranium miners, nuclear utilities, and small modular reactor developers. The fund’s underlying index gained 9.02% in August, according to data from VettaFi. …
T. Rowe Price launched a new securitized credit ETF on Thursday. The T. Rowe Price Securitized Income ETF (TSCZ) began trading on NYSE Arca with a competitive 0.20% expense ratio, according to a company announcement. Th…
The Amplify Lithium & Battery Technology ETF (BATT) had a strong August, thanks to impressive performances by its holdings in the consumer discretionary, materials and technology sectors. BATT rose from $14.34 at the en…
As anticipated in our last global economic outlook, elections around the world have driven notable policy changes that altered the trajectories of inflation, borrowing costs, currency values, and trade and capital flows…
Thus far in 2026, small-caps have come back in a big way. As mega-cap tech concentration continues to push broad U.S. market valuations to the brink of historical highs, investors are seeking alternative paths for growt…
Oil and gas prices have certainly been crucial to the market this year, and energy ETFs like OILT have been moving as a result. Key Takeaways: The Texas Capital Texas Oil Index ETF (OILT) is delivering strong results, w…
The saying “May you live in interesting times” is becoming relevant in the bond market for all the wrong reasons. “Interesting” usually means “trouble.” Fortunately, advisors and fixed income investors have avenues for …
With inflation and interest rates dominating market discourse these days, it may be a good time for investors to consider how they go about building fixed income exposure. After all, there are certainly some strategies …
International equity ETFs and currency hedging strategies were the focus on this week’s ETF Prime. Host Nate Geraci welcomed Maria Rahni, senior director and equities product manager at New York Life Investments, follow…
Given that gold has found itself back on the menu for many advisors and investors, it is worth exploring the factors driving the metal’s recent rally. Yes, behavioral trends and retail demand are fueling part of the sur…