
Jeffrey Gundlach thinks the Fed's own forecast exposes a contradiction at the heart of its rate decision, and he sees the same kind of stress already showing up in the bond market for AI companies before most equity investors have noticed.
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Jeffrey Gundlach thinks the Fed's own forecast exposes a contradiction at the heart of its rate decision, and he sees the same kind of stress already showing up in the bond market for AI companies before most equity investors have noticed.

Investors’ intense focus on AI is at times adding to the might of a small club of Big Tech stocks with mega market values to potentially make or break a single trading session for the S 500.
Your own evolving goals might point the way to a different type of exchange-traded fund.
A violent rotation is taking place under the hood of the stock market ahead of second-quarter earnings.
Financial pros have long urged investors to hold diversified portfolios—and the risk posed by stock indexes’ persistently heavy tech stock concentration has amplified those calls. Over that period, investors diversified into bond and international stock exchange-traded funds amid an uptick in inflation expectations, skepticism over companies’ spending on artificial-intelligence buildouts, and heightened geopolitical concerns. One ETF hoovering assets suggests that some investors are also diversifying by flirting with non-capitalization-weighting strategies.
With the VIX sitting near 19 after a sharp pullback from a March spike above 31, and the Fed holding rates steady at 3.75% after cutting 75 basis points over the prior year, the equity market backdrop in April 2026 sits in ambiguous territory. That makes the question of where to put $1,000 more interesting ... Energy and International ETFs Offer the Diversification Your $1,000 Deserves in 2026
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