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In this timely MoneyShow MoneyMasters Podcast episode, Jim Bianco shares his perspective on the rapidly changing market landscape – including how Artificial Intelligence is reshaping the economy, investor expectations, and the outlook for growth.
<p>Most advisors either love private credit or want nothing to do with. Find out why Cliffwater’s Phil Huber thinks both reactions are wrong, where direct lending fits in a client portfolio, how to size it, and why structure matters more than most people think. </p>
Stocks are under pressure as the third quarter gets underway. Gold, silver, and crude oil are also slipping, while the dollar is up modestly. Treasuries are flatlining.
The first half of 2026 is coming to a close on Tuesday, and with it, another rollicking stretch for the U.S. equity market.
<p>Here are the daily ETF fund flows for June 26, 2026.</p>
Gold is no longer gliding higher on autopilot. At barely $4,000 per ounce, the metal is drifting across an emerging battlefield: central-bank demand and geopolitical hedging on one side, and a renewed appetite for bonds on the other. That split...
If you bought Direxion Daily 20+ Year Treasury Bull 3X Shares (NYSEARCA:TMF) five years ago expecting triple the returns of long Treasuries, your $10,000 is now worth roughly $1,527. The unleveraged version, iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT), would have left you with $7,109. The fund did exactly what its prospectus promised, and that’s ... How TMF Turned $10,000 Into $1,527: The Daily Rebalancing Tax Nobody Talks About
Mark July 29 on the calendar. That is the next scheduled FOMC decision, and according to JPMorgan Asset Management CIO Bob Michael, every Fed meeting is now live for a potential rate hike, including the one roughly six weeks away. Michael told CNBC’s Closing Bell Overtime that new Fed Chair Kevin Warsh‘s first meeting delivered ... Circle Your Calendars for July 29. JPMorgan Executive Says Fed Chair Kevin Warsh Could Raise Rates in As Little as Six Weeks.
Did you feel the “Whoosh” on Wednesday? That was stocks tanking after new Federal Reserve Chair Kevin Warsh’s first policy meeting. Hawkish talk and hawkish forecasts caused the odds of an interest rate hike to spike!
Rising inflation and climbing Treasury yields have already pushed investors to shift the narrative from interest rate cuts to potential rate hikes. Wednesday’s Federal Open Market Committee update made that outcome look a lot more realistic, maintains Bret Kenwell, US investment analyst at eToro US.
A laggard has made a comeback. A popular fund capturing the performance of long-duration Treasuries, the iShares 20+ Year Treasury Bond exchange-traded fund, is on track to end the week up 1.3%. The fund officially started delivering positive returns for the year on June 11.
After a day where Dow stocks outshined tech, stocks are mellow in early trading. Crude oil is up a smidge, while bonds, precious metals, and the US dollar are mostly flat.
Explore how credit quality and diversification set these two long-duration bond ETFs apart for income-focused investors.
Prior to the start of the Iran War, President Donald Trump had been feuding with Jerome Powell about cutting interest rates. Despite tremendous capital inflows from tariffs, record-low inflation, and a revived business climate due to cutting bureaucratic Biden-era restrictions, Powell stubbornly refused to cut rates. Kevin Warsh took the Fed chair oath on ... Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal
<p>Mutual fund conversions have become relatively mainstream in the last year or so, but has it been a profitable choice? John Hyland digs into the numbers and the shifting narrative in the mutual fund-to-ETF conversion conversation. </p>
Bond yields may scare investors away from long-duration Treasuries, providing an opportunity for contrarian investors to make a move.
The U.S. and Iran have reached a peace agreement to end the war, with the final signing expected to be on June 19 in Switzerland.
Expense-conscious investors may find one fund's risk profile and historical growth especially compelling compared to its larger rival.
In this timely episode of the MoneyShow MoneyMasters Podcast, Michael Lee, founder of Michael Lee Strategy, shares his expert perspective on the current volatility within the Artificial Intelligence sector.
The Fed’s new chairman may end up presiding over interest-rate hikes, even though President Donald Trump wants lower rates.
The Fed’s new chairman may end up presiding over interest-rate hikes, even though President Donald Trump wants lower rates.
The May Consumer Price Index was largely in line with expectations, with headline inflation rising 0.5% month-over-month and core CPI up 0.2%, one-tenth below forecasts. But inflation remains the economy's major pain point, regardless of who ultimately absorbs the costs, notes Peter Boockvar, editor of The Boock Report.
After a mixed day on Wall Street Monday, stocks are looking to advance today. Crude oil is pulling back, while gold, silver, and Treasuries are mostly flat. The dollar is lower.
What hasn’t really moved, however, is the longer end of the bond market, where yields remain elevated and forecasts for Federal Reserve rate hikes are getting increasingly aggressive following last week’s stronger-than-expected payroll data, and ahead of Wednesday’s May inflation readings. The higher yields, which have for the most part echoed market bets on a Fed rate hike before the end of the year, now priced at around 70% by the CME Group’s FedWatch, also seem to be resetting at levels that could make stock markets uncomfortable. Its closest comparison in the bond markets, the yield on 3-month Treasury bills, is holding at around 3.7%.
<p>YTD inflows are up to $860 billion.</p>
One hundred days into the Iran war, AI, shipping and cannabis ETFs have surged, while crypto, bonds and gold miners lagged.
As we’ve been predicting in recent months, labor market conditions are improving, while inflationary pressures remain elevated. We expect the Federal Reserve will shift to a tightening bias at the June meeting and will probably hike the federal funds rate in July if current trends persist, notes Ed Yardeni, editor of Yardeni QuickTakes.
A 68-year-old retiree who moved $180,000 out of stocks and into the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) in late 2024 was making a directional rate bet. The pitch was clean: lock in a 4.5% long-bond yield before the Federal Reserve cut rates, then collect price appreciation on top of monthly coupons. The 20-year ... If You Hold This 20 Year Treasury ETF You Are Losing Money Even With Yields Up
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