Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree
218 posts
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…
May 25, 2026
China Summit Disappointment Stresses Markets
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree Markets ended last week under pressure as the optimism that…
May 19, 2026
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…
May 14, 2026
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…
May 11, 2026
Powell Stays…Should the Dot Plot?
by Kevin Flanagan, Head, Fixed Income, and Maggie Lucier, Sr. Associate, Investment Strategy, WisdomTree Key Takeaways The April…
May 10, 2026
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
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…
May 4, 2026
Robust 2026-2027 Earnings Growth is a Live Probability
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree The Wall Street consensus for…
May 3, 2026
Strong Earnings with AI Boom Offset Oil Fears
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Markets continue to ebb and flow with every headline…
April 27, 2026
Markets in Context: Noise vs. Fundamentals
by Samuel Rines Macro Strategist, Model Portfolios, WisdomTree Key Takeaways Geopolitical tensions are shifting toward negotiation, which could…
April 26, 2026
Peace Setback, but Liquidity and War Spending Lift Equities
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Clearly the path to peace is not as easy…
April 20, 2026
Inflation’s First Official Debut
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways The March Consumer Price Index (CPI) rose +0.9% month…
April 20, 2026
Behind the Charts: Is the Energy Trade Running Out of Fuel?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Energy equities have surged to historically strong…
April 16, 2026
Money Growth and Oil Renew Inflation Risks
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market remains remarkably resilient, but I have expressed…
April 13, 2026
What Happens Next?
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Developments in the Middle East…
April 7, 2026
Long-Term Bullish, Near-Term Cautious
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The economy continues to show resilience, and the March…
April 6, 2026