Jobs Report Masks a Still-Resilient Economy
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The June employment report’s headline readout was softer than expected, but…
Economic Resilience, Fading Inflation Supporting Value Rotation
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The sharp retreat in oil prices has dramatically altered the market…
Disinflation Trend Keeps Rate Hikes Unlikely
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The most important development this week was not the Federal Reserve…
Glass and Light: The Infrastructure Layer of the Quantum Market Is Missing
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways Nvidia’s multibillion-dollar investments in Lumentum, Coherent and Corning…
Falling Oil Prices Reinforce Bullish Outlook
by Professor Jeremy Siegel, Senior Economist, WisdomTree As we go to press, fighting in the Mideast has escalated,…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Mideast Escalation, Strong Jobs and Resilient Economy Delay Cuts
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree As we go to press, fighting in the Mideast…
Could the ‘I’ in AI Stand for Inflation?
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Even if the Middle East…
Falling Yields Reinforce Equity Market Resilience
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market continues to demonstrate remarkable resilience. Lower oil…
Potential Iran Settlement Sends Market To Highs
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Yes, we have been there before, only to be…
The Mag Seven’s Free Cash Flow Withers
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Stocks’ rally off the March…
China Summit Disappointment Stresses Markets
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree Markets ended last week under pressure as the optimism that…
When is 100 Not a Good Score?
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree While the Middle East war…
A Resilient Labor Market Delays Fed Cuts
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Last week was very strong for the market narrative…
Powell Stays…Should the Dot Plot?
by Kevin Flanagan, Head, Fixed Income, and Maggie Lucier, Sr. Associate, Investment Strategy, WisdomTree Key Takeaways The April…
Fed Bias Shifts and Earnings Reinforce Bullish Outlook
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The Federal Reserve held rates steady as expected last…