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Friday, 18 September 2026

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Market Wrap

As we move into the summer months, the U.S. economy and financial markets continue to demonstrate resilience. Corporate earnings have generally exceeded expectations, consumer spending remains healthy, and ongoing inves…

Small Caps Rally Is Running With Strong, Fundamental Legs

The big rally in small caps has the Russell 2000 easily outpacing the S&P 500 this year. While large-cap tech titans dominate the headlines, small companies have been quietly making noise with investors who have already…

Sweden’s consumer prices rise 0.3% in June, up 1.3% yearly

Trade tariffs and related uncertainty contributed to strong fluctuations in economic activity during the first half of 2025, with frontloading of activity, especially in Ireland. The unwinding of these factors in the se…

China new home prices decline at slower pace in June

The miss against forecasts underscores how the Iran-linked oil shock is now compounding, rather than merely coinciding with, China's long-running property downturn, adding a fresh external drag to an already unbalanced …

Drug Pipeline Wins State Street Over on Healthcare

State Street Investment Management is turning positive on healthcare stocks after nearly a year of caution. The firm’s Q3 2026 sector outlook upgraded healthcare from neutral to positive. That marks the sector’s return …

Strong Markets, Growing Complexity

In our view, the second quarter was defined by strong but uneven US equity performance. The S&P 500 delivered a solid rebound in April, posting its best monthly gain since November 2020 and moving to fresh record highs …

Inside the Consumer Price Index: June 2026

Inflation affects everything from grocery bills to rent, making the Consumer Price Index one of the most closely watched economic indicators. What does inflation mean at the micro level — specifically to your household?

Time to Upgrade Financials? The Bull Case for Banks

The 2026 war with Iran has created an array of geopolitical consequences — some of which have directly impacted investor portfolios. Foremost among these is weakening growth expectations, which have proved to be particu…

Why Your Fixed Income Index Needs an Upgrade

Fixed income ETFs now command trillions in assets and trade with equity-like immediacy. These wrappers let investors move in and out of diversified bond exposure in a single click, at a visible price, throughout the day…

CLO ETFs: Recent Innovations

The once obscure CLO ETF market has officially broken out of its niche shell and entered a new phase of growth. Heading into 2026, total global assets quickly topped $35 billion and have now surged past the $50 billion …

CPI comes in cool, soothing markets

Financial markets are once again being driven by the same dominant theme: inflation and what it means for Federal Reserve policy. The latest twist in that story comes once again from crude oil, where dramatic price swin…

CPI Decline Surpasses Expectations, Signals Cooling Inflation

Bitcoin’s latest bullish sentiment is being shaped by a powerful macro question: is inflation pressure finally cooling enough to support risk assets again? After a difficult period marked by sticky prices, high interest…

Small-Caps Offer Rare Value as Sector Gaps Narrow

Small-cap stocks remain the cheapest corner of the U.S. market. That’s true even after posting their best first-half performance in more than three decades, according to Morningstar’s Q3 2026 stock market outlook. Key T…

Small-Caps Extending Bullish Ways? Play It Safe With OUSM

There are a lot of interesting statistics to consider about small-cap stocks today, most of them bullish. Frequently mentioned: Smaller stocks are coming off their best first half of any year since 1991. The ALPS O’Shar…