Siegelâs Take: Inflation, Trump, and the Fedâs Hidden Rate Reality
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Over-Exuberant Positioning for a December Rally
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Magnificent 7 Diversifiers for 2025
by Matt Wagner, CFA, Associate Director, Research, WisdomTree Key Takeaways The dominance of the Magnificent 7Â (Mag 7) has…
Economic Resilience Continues to Impact Rate Outlook
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Three Portfolio Takeaways Inspired by Buffett
by Brian Manby, CFA Associate, Investment Strategy, WisdomTree Key Takeaways Buffettâs growing cash reserves signal caution in an…
CapEx: The Fuel Supply for the Artificial Intelligence Megatrend
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The escalating capital expenditures of tech giants…
Fed Flexibility, GOP Sweep Boost Market Outlook
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Fed Watch: Speed Limit 25
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Following November's quarter-point rate cut, the narrative…
China vs. Japan: A Battle for the Sharpest Equity Market Turns of 2024
by Key Takeaways August and September 2024 saw dramatic shifts in Japan and Chinaâs equity markets, with Japan's…
Jobs Report Signals Another Fed Cut This Week
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Is it Time to Sell Volatility?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways With U.S. equity markets near record highs,…
Resilience Persists Amid Rate, Election Uncertainty
This weekâs economic indicators continue to reflect a resilient U.S. economy despite the ongoing pressure from higher interest rates. Jobless claims dropped to 227,000, indicating a steady labor market...
Keep Your Eye on the CAR-T
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Despite weak public biotech stock performance, venture…
Jeremy Siegel: Strong Retail Sales and Rising Yields Signal Resilience
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
by Jeremy Schwartz, CFA, Global Chief Investment Officer, WisdomTree & Jim Bianco, President and Macro Strategist, Bianco Research,…
