Fixed Income Markets in a Higher for Longer Environment

Interest rates remain one of the primary concerns for investors as Kevin Warsh has officially assumed leadership at the U.S. Federal Reserve (Fed). While we believe the possibility of a rate cut has diminished considerably, we are not yet expecting additional rate hikes.

ETF Trends • 29 minutes ago

AI Debt Floods The Bond Market, And Fidelity Is Backing Away

The artificial intelligence boom has spent three years as a stock market story. This year it became a bond market problem.

Forbes • Jun 6, 2026

Large-Cap Core Dominates May ETF Flows

Investors heavily favored large-cap core equity ETF building blocks in May 2026. Simultaneously, investors bolstered portfolios with ultra-short-term fixed income allocations and targeted thematic active exposure last month  Key Takeaways Broad-market S&P 500 ETFs captured the largest share of inflows, led by Vanguard's VOO, with over $18 billion in monthly net flows.

ETF Trends • Jun 5, 2026

Look to State Street, Invesco, VanEck for Top-Performing ETFs in 2026

The top-performing non-leveraged ETFs of 2026 span a distinct blend of digital assets, next-generation semiconductor technology, and localized international equity plays. For advisors assessing portfolio allocations heading into the second half of the year, these performance figures highlight a sustained risk-on appetite among investors.

ETF Trends • Jun 4, 2026

JGBs Edge Higher, Tracking Gains in U.S. Treasurys

JGBs edged higher in the morning Tokyo session, tracking overnight price gains in U.S. Treasurys.

WSJ • Jun 5, 2026

Resilience Meets Fragility: Rewriting the Diversification Playbook

State Street Investment Management recently released its Midyear Outlook, and it captured the market's moment incredibly well, depicting an environment marked by both resilience and fragility. When we dive into the latest macro economic data, we see exactly that: a market that's anchored on solid fundamentals but that's also growing fragile as confidence wanes.

ETF Trends • Jun 3, 2026

ETF Prime: The Top ETF Launches of the Past Decade

The top ETF launches of the past decade were the focus on this week's ETF Prime. Host Nate Geraci and Cynthia Murphy, director of research at VettaFi, counted down the 10 most successful debuts by current assets.

ETF Trends • Jun 3, 2026

June Labeled ‘Crunch Point' as Energy Reserves Burn Through and Rate Hikes Loom

The price data already shows the pressure building. WTI crude closed at $112.25 per barrel on May 18, 2026, up 30.7% over the prior month and sitting at the 98.4th percentile of its 12-month range.

24/7 Wall Street • May 31, 2026

All Eyes on Inflation: U.S.-Iran War's Impact on Treasury Yields, Oil & Gas Prices

@CharlesSchwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas.

The Muni Bond Myth That Cost High-Earners Millions

For decades, the playbook for high-income investors was almost reflexive: put municipal bonds in your taxable account, put Treasuries and corporates in your IRA.

24/7 Wall Street • May 28, 2026