Stock ETFs Waver as Investors Weigh CPI Data, Tariffs
Markets rebounded Wednesday on softer inflation data but investors remain on edge as President Trump’s trade war threatens growth.
Markets rebounded Wednesday on softer inflation data but investors remain on edge as President Trump’s trade war threatens growth.
Mortgage rates are expected to see a slight decrease in the coming weeks, with a target range in the low-6% range by the end of the year. Realtor.com's senior economist Joel Berner joins Wealth host Brad Smith to discuss how the most recent inflation data provides some relief for rates and the ongoing uncertainty in the US housing market, particularly regarding policy and its effects on buyers, sellers, and builders. To watch more expert insights and analysis on the latest market action, check out more Wealth here.
Amid market uncertainty in the US equity market (^DJI, ^IXIC, ^GSPC), investors are increasingly shifting billions into European ETFs (HEZU) driven by the underperformance of tech (XLK) and potential policy changes under President Trump. Strategas Securities ETF and technical strategist Todd Sohn joins Catalysts host Madison Mills to discuss how recent ETF flows indicate investor sentiment, including the growing interest in European markets and the outlook for sectors like defense and healthcare (XLV). To watch more expert insights and analysis on the latest market action, check out more Catalysts here.
February's Consumer Price Index (CPI) report saw inflation rise by 0.2% month-over-month and 2.8% year-over-year, as published by the US Bureau of Labor Statistics (BLS), just below economist expectations of 0.3% monthly and 2.9% annual gains. What does this all mean for shelter inflation and housing costs? Yahoo Finance senior housing reporter Dani Romero comes on Wealth to break down how shelter prices rose 0.3% monthly and 4.2% annually in February, both below economists' expectations, while also examining rent price trends. To watch more expert insights and analysis on the latest market action, check out more Wealth here.
Long-term thematic investments have become a focus, particularly in European (EUFN, FEZ, EUAD) and Asian markets. TPW Advisory founder Jay Pelosky joins Market Domination to discuss this shift and the importance of understanding these trends. "We are at the beginning of a secular change in global equity leadership away from the United States, which has been the dominant market since the great financial crisis bottomed 15-plus years ago to the rest of the world," Pelosky says. Pelosky explains that "fiscal stimulus" is moving from the US to other parts of the world, which means that "the bull market is moving — globalizing — to non-US leadership." He further highlights that any pullbacks in Europe are opportunities and "should be bought." "If there is a permanent ceasefire in Ukraine ... the reconstruction of that country will be extremely beneficial to the infrastructure sector in Europe, which is already benefiting from tremendous spending that's going to come down the pike over the next three to five years in defense and in AI," Pelosky adds. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch
European-domiciled funds reversed course on American exposure while US buyers maintain home bias.
As recession fears and murmurs of slowing economic growth begin to float about investors' minds, what does this all mean for Big Tech players and the broad tech landscape? Seaport Research Partners senior analyst Aaron Kessler sits down with Market Domination's Julie Hyman and Josh Lipton to talk about where certain mega-cap tech companies, like Amazon (AMZN), fit into narratives around macro uncertainty, tariff worries, and CapEx spending on AI. To watch more expert insights and analysis on the latest market action, check out more Market Domination here.
The SCHD dividend ETF shines while MAGS struggles amid recession fears.
WHEATON, Ill., March 10, 2025--First Trust Advisors L.P. ("FTA") announces the declaration of the Monthly distribution for First Trust Income Opportunities ETF, a series of First Trust Exchange-Traded Fund VIII.
Rattled by the threat of trade restrictions and a slowing economy, some investors are turning to a classic defensive play: dividend stocks. The S&P 500 Dividend Aristocrats—an index of companies that have raised dividends in each of the past 25 years—has returned about 3.5% this year, counting price changes and dividend payments as of Thursday’s market close. As President Trump’s tariff threats helped drag the S&P 500 on Friday to its worst week since September, some money managers said such time-tested stocks, and their regular cash payments, could shine even brighter in the months ahead.