News

Greek Debt Crisis Part Deux? France In Flames

SeekingAlpha·07:48

Two Yields, One Fund: Why Your ETF’s Yield Depends on Which Number You Read

The same ETF can show two very different yield numbers on the exact same day, and the gap is not a mistake. Understanding why each number exists changes how you compare funds and estimate the income they will actually put in your pocket.

Yahoo·06:33

Warsh's Hawkish Rhetoric Meets An Inflation Reality Check

SeekingAlpha·04:52

The Federal Reserve At A Time Of Uncertainty

Economic uncertainty has increased on several fronts. That has made it even more difficult than before for the Fed to forecast the path of inflation and employment. Read more here...

SeekingAlpha·03:05

October Fed Meeting Preview: A Pause Is Still A Recalibration

The Fed will likely hold rates steady at the October 27-28 meeting, weighing inflation risks against an economy being reshaped by AI. Read more here...

SeekingAlpha·03:05

S&P 500 Earnings: FOMC Announcement, September PCE, And 3 Hyperscalers Report This Coming Week

Q2 ’27 expected EPS growth rate for S&P 500 is just +3.6% as of this weekend, which would be the lowest quarterly growth rate for S&P 500 EPS since Q2 ’23’s -2.8%. Q3, Q4 still look strong.

SeekingAlpha·02:30

There's More Behind This Week's Market Nerves

Rising oil prices and renewed AI concerns gave markets a risk-off tone this week. Read more here.

SeekingAlpha·01:40

Fed Over-Tightening: How Much Runway Is Left Before It Bites?

SeekingAlpha·00:30

Bonds Reclaim Haven Status

Bonds are behaving like bonds again.

Yahoo·14:28

An Engineer's Guide to the AI Trade

Is software the AI trade's "roadkill" and hardware its big winner? Alger's Dr. Ankur Crawford joins Dave Nadig from the ETF Oasis to decode the AI boom, from data center spending to Nvidia's bear case.

Yahoo·13:11

The Government Spends About $5.5 Billion a Day More Than It Takes In. The Debt Has Doubled in 10 Years. Jaime Dimon This the Situation Could Get Much Worse.

Washington borrows over a trillion dollars a year just to pay interest on what it already owes, and two of Wall Street's most powerful executives are warning the pressure on bond markets has not yet reached its peak.

Yahoo·11:26

Market's Uneven Response To Higher Rates

With yields near the highest in 20 years, US stocks appear to have taken higher rates in stride. Large caps were only slightly lower in September. The resilience was due to strength in tech.

SeekingAlpha·02:30

TLT: The Refunding Could Break The Bond Bear, Again

TLT’s sell-off is driven by real yields and uncertainty, not inflation expectations, with the term premium at its highest since 2010. Read why TLT ETF is a buy.

SeekingAlpha·00:46TLT▼−0.2%

Choppy Trading Leaves Dow Higher And Nasdaq Flat

Investors are likely waiting on earnings for market direction. SpaceX posts its first quarterly profit.

SeekingAlpha·15:45

The Surprising Case For Investing When The Fed's Raising Rates

Few things get investors' attention quite like a Fed rate hike. Rather than viewing every hike as a warning to pull back, history suggests investors may want to consider a different response

SeekingAlpha·10:20

Fiera Capital Global Asset Allocation - October 2026 Market Update

The S&P 500 edged modestly (-0.5%) lower, with robust results across the technology (+4.4%) sector offsetting widespread losses elsewhere across the benchmark. Read more here.

SeekingAlpha·10:10

BofA Is Sticking With an October Rate Hike Even as Markets Bet Against It

Markets give a Fed rate hike in October just a one-in-five shot, but Bank of America is betting the consensus has it wrong, and the most rate-sensitive bond fund in the market sits dangerously close to a key floor with the decision days away.

Yahoo·09:12

TLT, EDV and VGLT Make the Same Bet on Long Bonds. One Swings Far Harder Than the Others

Three funds hold government-backed bonds, yet their five-year losses tell a wildly different story. Understanding why one swings so much harder could change which one belongs in your portfolio.

Yahoo·19:03TLT▼−0.2%

Interest on the National Debt Just Hit a Record $1.36 Trillion

The federal government just logged a debt-service bill so large it dwarfs the entire budgets of most countries, yet the bond market shrugged it off. Here is what that disconnect reveals about the hidden pressure building under long Treasury prices.

Yahoo·13:09

ETF Fund Flows: Small-Cap Focused IWM Nets $2.2 Billion

International and small-cap stocks attracted investors during a rocky week for markets. Here are the flows for Thursday, October 15th.

Yahoo·17:00

Tough Trading Leaves Indices In The Red

Nasdaq loses 4% on the week. WTI crude settles over $101 per barrel. Inflation worries climb but FedWatch tool stays steady

SeekingAlpha·16:20

Fed And ECB: December Rate Hikes Look Increasingly Likely

Persistent inflation is strengthening the case for further monetary tightening in both the United States and the euro area.

SeekingAlpha·10:48

It's All About Interest Rates

Inflation concerns, elevated oil prices and uncertainty over the Iran conflict are driving interest rates higher. Higher rates raise the bar for investing in broad data center expansion.

SeekingAlpha·07:30

TLT's Yield Edge Is Thin Over SGOV

SGOV is a Buy for cash needed within 12 months, while TLT is a Hold—see key CPI/Fed catalysts, yields, and rate-risk outlook.

SeekingAlpha·21:31TLT▼−0.2%

Why The Negative Market Breadth Is Not A Negative Factor This Time

Declines in equal-weighted indices and small caps reflect weakness, but robust macroeconomic data and corporate profits support bullishness. Click to read more.

SeekingAlpha·01:20

Despite The AI Debt Pileup, Bond Market Still In La-La-Land, Investors Chasing Yield, Backed By Sky-High AI Stock Valuations

The AI infrastructure investment boom is sucking up capital globally, both debt and equity capital, with huge debt sales, share sales, fund raises, and IPOs.

SeekingAlpha·23:40

Where Are The Tripwires

In the Treasury market, the tripwire most often invoked is the yield beyond which lie monsters. Read more here.

SeekingAlpha·22:20

Daily ETF Flows: Money Pours Into TLT

Here are the daily ETF fund flows for October 2, 2026.

Yahoo·17:00TLT▼−0.2%

TLT: Popular Treasury Bond ETF Inflows Are Rising as 30-Year Yield Soars

The TLT ETF is seeing strong inflows, even as its performance plunges, and the 30-year Treasury yield spikes to a 24-year high

Benzinga·12:20TLT▼−0.2%

TLT Hits 52-Week Low, Yet Billions Pour In: Is Long-Duration Treasury ETF Becoming an ‘Ice Cream’ Trade?

TLT hits a 52-week low as investors pour billions into the Treasury ETF. It's like a bowl of ice cream and "you're starving," Balchunas says.

Benzinga·08:14TLT▼−0.2%

Cooler-Than-Expected PCE Strengthens the Case for Treasuries — and for Long-Duration TLT (CORRECTED)

Cooler-than-expected August PCE inflation boosted Treasuries and TLT, though core inflation held at 3.0%, well above the Fed’s 2% target.

Benzinga·11:19TLT▼−0.2%

TLT Is Down More Than Half From Its Peak. Is It a Bargain or a Trap?

Long-duration Treasuries have shed more than half their peak value, and retail investors keep loading up expecting a rate reversal that refuses to arrive. Whether that setup represents a generational opportunity or a duration trap comes down to one number moving in one direction.

Yahoo·14:20TLT▼−0.2%

Europe Pays For America's Rates, America Keeps The Growth

US Treasury yields jump on higher real rates as US tech investment surges; Europe nears rate limits. Click for an updated market outlook.

SeekingAlpha·04:00

At 5%, I'm Rethinking Every Stock I Own

With 10-year Treasury yields above 5%, investors must rigorously reassess stock holdings vs. bonds. Read why and what stocks I focus on.

SeekingAlpha·03:30

TLT ETF Hits Record Low as Treasury Yields Hover Near 5.2%: Long-Duration Bond Pain Deepens

TLT hits a record low as 10-year Treasury yields approach 5.2%, intensifying pressure on long-duration bonds amid rising rate and inflation risks.

Benzinga·07:35TLT▼−0.2%

QUICK SPARK: The TLT ETF Tracking Long Duration Bonds Hits New Record Low

TLT hit a record low as the 10-year Treasury yield reached 5.11%, driven by strong growth; analysts warn yields could climb to 6%.

Benzinga·07:55TLT▼−0.2%

10-Year Yields Hit 19-Year Highs Due to ‘Booming' Economy, Yardeni Says

The 10-year Treasury yield hit 5.11%, the highest since 2007. Ed Yardeni says a booming US economy is driving the bond selloff.

Benzinga·05:34

Bessent Needs A Bigger Buyback

TLT: Long Bonds Getting Interesting

TLT offers nearly 4.9% yield as long-term Treasury yields reach multi-year highs amid persistent inflation and geopolitical risk. Read why TLT is a Hold.

SeekingAlpha·22:27TLT▼−0.2%

TLT: My Father Taught Me Not To Speculate On Rates, I'm About To Do It With This ETF

Considering TLT now? With 20-year yields near 5.3%, a rising equity risk premium, and strong convexity, see why long bonds may beat stocks.

SeekingAlpha·19:21TLT▼−0.2%

‘Jackpot Mode’: Bloomberg’s Eric Balchunas Says Traders Are Betting $7 Billion on TLT In Hopes Of Rare Bond Market Move

A $7 billion flood into a Treasury bond fund that has lost a third of its value sounds like a mistake, but Bloomberg ETF analyst Eric Balchunas sees something else entirely in that trade on the morning of a Fed decision.

Yahoo·09:53TLT▼−0.2%

Daily ETF Flows: Investors Scoop Up TLT

Here are the daily ETF fund flows for September 11, 2026.

Yahoo·20:38TLT▼−0.2%

TLT Holders Are Losing Money Again While SGOV Holders Just Collect Their Yield. Here’s the Difference.

Two iShares ETFs hold nothing but U.S. Treasuries, yet their investors are living completely opposite financial realities right now, and the reason comes down to a single structural choice made before rates started moving.

Yahoo·11:19TLT▼−0.2%

QUICK SPARK: iShares 20+ Year Treasury ETF TLT Hits Lowest Levels Since 2004

The iShares 20+ Year Treasury Bond ETF fell to $81.16, its lowest since 2004, as hot PPI and Trump's $1.2 trillion dividend pledge hammered long-duration bonds.

Benzinga·07:43TLT▼−0.2%

Rates Spark: Sterling's Hawkish Pricing Still Looks Overdone

UK rates look too hawkish relative to Bank of England guidance and macro fundamentals. Read more here.

SeekingAlpha·23:05

Our September Perspective

US large cap stocks extended their winning streak into a fifth straight month, with the S&P 500 gaining 2.7%. Read more here.

SeekingAlpha·22:00

Cumberland's Monday Memo

U.S. financial markets absorbed a heavy slate of economic data last week.

SeekingAlpha·16:55

Bonds Just Posted Their Worst Decade Since the Great Depression — Is This the Buying Opportunity of a Generation?

Long-duration Treasuries just endured a stretch of losses not seen since before World War II, and the wreckage has left a question hanging over every fixed-income portfolio: does historic pain signal the beginning of a historic opportunity?

Yahoo·09:23

Why Investors May Want To Ignore Some Market Headlines

Resilient earnings and continued AI investment have remained key supports for markets. Any pullback in profits, hyperscaler spending, or AI financing could be concerning. Read more here.

SeekingAlpha·08:05

The Broken Global: Trade Position Is Reshaping Inflation, Yields And Risk-Return Trade-Off

Importing economies face higher borrower risk premiums and supply-driven inflation, while exporters experience demand-driven inflation. Read more here.

SeekingAlpha·06:26

Bessent's And Warsh's Messaging Doesn't Move The Bond Market Anymore

Federal Reserve signaling and Treasury buybacks triggered a sharp bear. Read why Bessent's and Warsh’s actions have failed to staunch sustainably in the US.

SeekingAlpha·04:35

The Road Up And The Road Down Are The Very Same Road

If one group becomes wealthier, it doesn’t necessarily follow that another group becomes poorer, but to avoid that outcome, growth is necessary. Read more here.

SeekingAlpha·04:00

The Most Divided Fed In A Decade Is About To Vote

The August jobs report erased labor market weakness concerns, shifting all FOMC focus to inflation and the upcoming CPI print. Read more on the jobs report here.

SeekingAlpha·06:49

August NFP Behind Her, Goldilocks Looks To Upcoming Inflation Data

August jobs surge and a flattening yield curve signal a “Goldilocks” window—see why Tech/semis may lead, metals lag, and how to position through elections.

SeekingAlpha·05:44

3 Things I Think I Think

Multi-asset instruments need to be blended well enough so that each component of the blend is actually playing a relevant role. Otherwise, you get a blend that is blended for no good reason.

SeekingAlpha·03:30

September In Funland

After idling in neutral for much of the summer, share prices took off in August and have notched impressive gains for much of the first few days of September as well. Read more here.

SeekingAlpha·22:00

7 Reasons To Avoid Benchmark Treasuries

Markets always win in the end; artificial government manipulations are palliative measures that only exacerbate the problem and delay the inevitable. Read more here.

SeekingAlpha·20:30

Jobs Growth Update: Modest Improvement In August

Private sector job growth (the only jobs that really count) exceeded expectations in August (+127K vs +50K), but the overall picture remains the same

SeekingAlpha·17:35

2X Bitcoin ETF: BITX Is A Strategic Buy Today

Explore why the 2X Bitcoin ETF (BITX) is a tactical buy—not buy-and-hold.

SeekingAlpha·11:50