First Fed Rate Hike Since 2023, Upbeat GDP Forecast: ETFs to Gain

The Fed's rate hike and stronger GDP outlook could benefit dollar, small-cap and floating-rate ETFs while supporting cash-like assets.

Zacks Investment Research • Sep 17, 2026

Why iShares Russell 2000 ETF Is Falling Wednesday

Shares of the iShares Russell 2000 ETF (NYSE:IWM) are falling Wednesday afternoon, leading broader market declines as small-cap equities bear the brunt of a hawkish Federal Reserve interest rate decision and post-meeting press conference.

Benzinga • Sep 16, 2026

Fed Most Likely to Hike Rates After 3 Years: ETFs to Win/Lose

The Fed's likely rate hike could create opportunities and risks across ETFs, with value, technology and energy in focus while homebuilders, leisure and small-caps face pressure.

Zacks Investment Research • Sep 16, 2026

As the Rotation Dies, Wall Street Is Blaming the Wrong Flaw in Small Caps

Critics have long pointed to an equity market breadth issue, with a narrow basket of tech giants driving most index returns. While participation improved through the second quarter, the broadening didn't last long – surging energy prices and tightening financial conditions are reversing the course.

Benzinga • Sep 11, 2026

Buy Hardware, Sell Software: Pricing Power Picks The Winner

AI hardware demand is exploding due to real physical bottlenecks (chips, memory, data centers, energy), while software—an intangible technology—faces no such constraint. McKinsey data shows that 32% of companies (41% in the tech sector) stopped buying software last year, building it themselves with AI.

Seeking Alpha • Sep 11, 2026

Brent Nears $100: ETFs Likely to Win/Lose

Brent crude nears $100 as escalating U.S.-Iran tensions raise supply risks, putting oil and energy ETFs in focus while pressuring retail, airline and India-focused funds.

Zacks Investment Research • Sep 9, 2026

Semiconductor ETFs: The Good, The Bad, And The Ugly

AI infrastructure demand remains exceptionally strong across semiconductors. Even extraordinary results increasingly struggle to exceed already extreme expectations.

Seeking Alpha • Sep 8, 2026

3 ETFs That Could Move as Rate Expectations Shift

The interest rate whipsaw intensified as August nonfarm payrolls grew by 162,000, well above the consensus estimate of 53,000. The S&P 500 flipped from green to red on the news, and the 2-year Treasury yield rose to 4.416%, its highest reading since January 2025.

MarketBeat • Sep 6, 2026

ETF Asset Flow of August: S&P 500 Tops

August ETF flows highlighted strong investor demand for S&P 500, Nasdaq-100, short-term Treasury, gold and bitcoin ETFs, while some major funds saw outflows.

Zacks Investment Research • Sep 1, 2026

U.S. Strikes Raise Hormuz Risks: ETF Areas to Win/Lose

U.S.-Iran tensions are lifting oil prices and could reshape the outlook for energy, defense, gold and rate-sensitive ETFs.

Zacks Investment Research • Aug 31, 2026