Higher Rates Test Stocks, But Growth Endures
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree The Federal Reserve delivered the 25-basis-point increase the markets had largely anticipated,…
Higher Inflation Tests Fed and Markets
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The latest inflation report crossed an important threshold for the Federal…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Strong Jobs Data Raises Fed Pressure
by Professor Jeremy Siegel, Senior Economist to WisdomTree The August employment report was much stronger than expected and…
Warsh Gets an A: Re-focused Fed on the Right Key Principles
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Kevin Warsh’s Jackson Hole speech was notably hawkish. But I came…
Markets Hold Firm as Inflation Risks Build
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Markets continue to hold up remarkably well as we move through…
Gold Miners in 2026: Beneath the Surface, the Case Is Building
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways Gold miners’ all-in sustaining costs have risen…
Strong Earnings Support Stocks Despite Softer Economic Data
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market continues to impress, with the S&P 500 reaching another…
Soft Payrolls, Strong Earnings Reinforce Bullish Outlook
by Professor Jeremy Siegel, Senior Economist to WisdomTree The market was jolted by a much weaker-than-expected employment report,…
Will June Inflation Be as Good as It Gets?
by Jeff Weniger, CFA Head of Equity Strategy & Kevin Flanagan Head of Investment and Fixed Income Strategy,…
Rising Oil and Real Yields Test Equity Leadership
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market encountered its stiffest test in months last week as…
Scouring For Non-Tech Sectors
by Jeff Weniger, CFA Head of Equity Strategy & Kevin Flanagan Head of Investment and Fixed Income Strategy,…
Cooling AI Frenzy Reveals a Healthier Bull Market
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree The market received encouraging inflation news last week as both the…
Oil Stays Calm as Strong Earnings Keep Bull Market Intact
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree Despite renewed geopolitical tensions in the Middle East, markets continue…
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…