Dominating Factors Determining the Course
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Prepare, Donāt 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 wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Navigating Earnings Season: The Coming Outlooks
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways Companies will be updating their annual revenue and…
When Will the Yield Curve āUnāInvert?
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The UST yield curve has been inverted,…
Time for a Rate Cut?
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Will AI Be Coming for Your Job (Anytime Soon)?
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways The academic framework suggests that AI will…
As Nvidiaās Market Cap Went from $2 Trillion to $3 Trillion, What Happened with the ETF Exposures?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Nvidia recently reached a new milestone, surpassing…
Navigating Global Markets with Five Important Trends
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Jeremy Schwartz spoke with Philippe Gijsels, Chief…
What Is (and Isnāt) Working among Technology Stocks in 2Q2024?
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Nvidiaās strong performance in the first half…
Siegel: Mixed Economic SignalsāInflation Down, Claims Up
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Costco Economy
by Samuel Rines, Macro Strategist, Model Portfolios, WisdomTree Key Takeaways Both Costco and Ross Stores are experiencing increased…
A Cushion Against Potential Economic Turbulence
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Prices Donāt Feel Right: Unraveling the Inflation Perception
by Samuel Rines, Macro Strategist, Model Portfolios, WisdsomTree Key Takeaways Consumers are experiencing the impact of rising inflation,…
Awaiting a Crucial Employment Report
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
The Bull Market is Still Intact
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Data Dependency = Volatility
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Fed policy has a heightened data dependency,…
