Monday, 2 November 2026
Independent coverage of global markets, trade and finance
Those who gave up on the consumer staples sector already may now be worrying they did so too soon. This is because of Coca-Cola’s Q2 2026 earnings report, which was posted on Tuesday and soundly defied analyst expectati…
Lean into growth, but diversify. That was an interesting midyear market call I heard this week, and one that rang slightly surprising — and, yet, not surprising at all.
In the current macroeconomic landscape marked by higher-for-longer interest rates, investors looking to optimize their short-term capital allocations may want to consider collateralized loan obligations (CLOs) as a high…
At the end of the second quarter of 2025, the general government gross debt to GDP ratio in the euro area (EA20) stood at 88.2%, increasing when compared with 87.7% at the end of the first quarter of 2025. In the EU, th…
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…
The Bank of England is expected to leave its Bank Rate at 3.75% on Thursday, July 30 — but for the 1.8 million UK homeowners due to remortgage in 2026, the rate decision itself may not be the number that matters most. A…
The AUD and Australian rate futures will be sensitive to any upside surprise in the trimmed mean, which is the measure the RBA watches most closely for policy signals. All three banks broadly agree that the annual trimm…
Without the support of rate cuts by the Federal Reserve, it’s been a lethargic year in terms of performance by municipal bonds and the related ETFs, but that doesn’t mean advisors and fixed income investors should ignor…
July 28, 2026, 3:51 AM EDT. TaskUs (TASK) advanced 5.1% to $5.80 on heavy trading, extending its four-week rally to 16.7%. The company reported a 36% year-over-year jump in AI Services during Q1 2026, fueled by strong d…
Following historic inflows, momentum in the covered call ETF market continues unabated. Yet first-generation buy-write products were often viewed somewhat narrowly as high-yield income vehicles built on sacrificing equi…
VettaFi Director of Research Cinthia Murphy appeared on Bloomberg ETF IQ to discuss ETF market growth, equal-weight strategies, and AI bottlenecks.
Shares of the State Street Financial Select Sector SPDR ETF (XLF) touched a fresh all-time high Tuesday. That gain is part of a broader shift in the market. Money has moved out of high-flying tech names and into more tr…
Momentum has emerged as one of the strongest-performing equity factors this year. As investors continue rewarding companies with sustained relative strength despite persistent macroeconomic uncertainty, ETFs such as the…
Derivative-based ETFs are pushing half a trillion in AUM right now, as investors have flocked to the growing category. Amid that rising interest in recent years, however, other investors may have questions. What is incl…
A 30-year U.S. Treasury yield near 5% is rare. It has appeared on only a handful of trading days over the past decade, according to Thornburg Investment Management. Long-end yields have closed in the high-4% range or hi…
Gold prices slumped mightily since the start of the war in Iran, putting a dent in one of its most intense bull markets in recent memory. However, some experts believe the yellow metal will eventually resume its bullish…
This article provides an integrated summary of recent changes in output, consumer prices, employment, and household finances. It highlights movements in the economic data during the first half of 2025 and into the summe…
Easing gas prices are making Americans feel better about their personal finances and the economy in June, but consumer sentiment remains at historically low levels amid ongoing conflict in the Middle East, according to …
On July 28, Morgan Stanley launched two new spot crypto ETFs on NYSE Arca. The Morgan Stanley Ethereum Trust (MSSE) and the Morgan Stanley Solana Trust (MSOL) provide spot price exposure to underlying ethereum (ETH) and…
For over five years, Midstream MLPs and corporations have stood out for their robust free cash flow (FCF) generation, supporting reliable dividend growth and share buybacks. In 2026, midstream MLPs continue to generate …
July 28 (Reuters) – Spain’s unemployment rate fell back below 10% in the second quarter of 2026, reaching its lowest level since 2008 even as the labour force rose to a record high, data from the National Statistics…
The Financial Times points out that, on the campaign trail last year, Donald Trump vowed to “immediately bring prices down, starting on Day One”. Yet, since his return to the White House in January, inflation has remain…
The Q2 earnings season is approaching a critical moment for the financial sector. With Wall Street anticipating massive profit expansions across indexes, investors are fixated on whether corporate growth is correlated w…
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the JPMorgan Core Plus Bond ETF (JCPB) with Chuck Jaffe of Money Life. The pair discussed several topics related t…