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…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
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 China’s 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 week’s 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,…
Stock Surge Defies Mixed Economic Data
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Rising Productivity Shows Economy Remains Resilient
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Money in Motion: A Barbell for Rate Cuts
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Investors can use a barbell strategy aiming…
Stock Market Ideas for Fed Rate Cuts
by Jeff Weniger, CFA, Head of Equity Strategy, WisdomTree Key Takeaways: Pairing DLN for its downside resilience with…
Money Supply Growth Eases Hard Landing Fears
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
