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Friday, 18 September 2026

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US consumer confidence eases in July

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 …

Midstream/MLPs Deliver Durable Free Cash Flow

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 …

Treasury Yield Nears 5% as Fed Shifts Course

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…

US goods trade deficit contracts less than expected in June

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…

VIDEO: ETF of the Week: JCPB

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…

Q2 Earnings Season Puts Financials & BCFN in Focus

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…

Active ETFs Raise the Bar for Advisor Diligence

Active ETFs are giving advisors more choices than ever, and more homework to go with them. Issuers launched 953 active strategies in 2025, accounting for 84% of all new ETFs that year, and the momentum has carried into …

The Concentration Trap in Fixed Income & the Equal-Weight Fix

Last time, we discussed how legacy bond benchmarks still carry the fingerprints of a market that no longer exists. This week, we turn to one of the most consequential artifacts still embedded in traditional bond benchma…

US core capital goods orders increase strongly in June

WASHINGTON, June 25 (Reuters) – U.S. inflation increased further in May, breaking above 4.0% for the first time in three years as the Middle East conflict boosted energy prices, and keeping an interest rate increase fro…

Analysts Growing Bullish on AMD; AMUU May Be Worth a Trade

Shares of semiconductor giant Advanced Micro Devices (AMD) have more than doubled this year. The stock, one of the bellwethers in the artificial intelligence (AI) semiconductor space, traded higher last week following t…

Reckoner CEO Explains the Need for Actively Managed CLO ETFs

The rapid expansion of the collateralized loan obligations (CLO) has introduced ETF options for investors, namely funds that are passive or actively managed. While passive indexes offer easy access to CLO exposure, the …

New U.S. Tariffs Create Case for International Dividend ETFs

It’s becoming increasingly clear that tariff tensions between the United States and the rest of the world won’t be going away any time soon. Last Friday, the U.S. imposed a series of tariffs on 60 different trading part…

As Small-Caps Rise, Pair These ETFs for Value, Growth Views

Small-caps have produced modest but healthy gains this year. After a slow start, the notable small-caps index Russell 2000 has returned 17.3% YTD. That has helped that same index return 30.7% over the last 12 months. Sm…

Thornburg’s THOR Skips the Valuation Rally

Thornburg Investment Management’s newest income ETF, THOR, was built around a pattern that has quietly powered much of the market’s gains. That pattern is rising valuations, not stronger earnings.

The Gas-to-Nuclear Bridge for AI Data Centers

Amentum (AMTM) announced that the U.S. Department of Energy’s National Nuclear Security Administration (DOE/NNSA) selected them to negotiate a phased lease at the Savannah River Site in South Carolina. The proposed publ…