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At Close: Jun 03, 2026

Astronomy, or How to Identify ETF Rising Stars

04:11pm, Monday, 06'th Feb 2023
Just days since the SPDR S&P 500 ETF (SPY) celebrated its 30th birthday, investors may be looking around the booming world of ETFs to find the next billion-dollar idea or strategy. One way to scrutini
Economists expected the U.S. economy to have added 185,000 jobs last month, following the 223,000 added in December. Forecasts also had the unemployment rate increase from 3.5% to 3.6%.

VettaFi's Rising ETF Stars: January 2023

02:22pm, Friday, 03'rd Feb 2023
Which research themes and topics are trending among advisors? That's the focus of my talk at Exchange on Monday, “Tickers, Themes, and Trends, Oh My!
Headline inflation continues its fast decline and dropped to 8.5% in January, while core inflation remains stubbornly high at 5.2%. Lacking German inputs, these numbers are tricky to interpret, but fo
In 2023, many EU sectors will see diminishing growth due to a weak economy. Manufacturing, staffing, and construction are likely to face a small decline though not all sectors will shrink.
Despite a huge energy shock in the economy, production has held up well. There are no miracles here, though.

Euroscepticism

09:48am, Monday, 16'th Jan 2023
One of the big stories late last fall was the abrupt about-face turn by the Chinese government on its zero-Covid policy. There is a connection of sorts tying together the newfound fondness for Chinese
The fourth quarter of 2022 is just about to wrap up. The broader market has posted mixed performance during this time frame.
This report finds that tight labour markets ahead of a recession cause employment to fall less than normal. So, given that we expect a shallow recession in the eurozone, labour shortages are not going
The European Central Bank's job is not yet finished. Far from it. Our view is that the ECB will phase out reinvestments of its Asset Purchase Programme portfolio throughout 2023 by gradually removing
Slow out the gates, but the ECB is now hiking at a record pace. Are higher rates already having an impact?
Quantitative tightening will come into sharper relief towards the end of the year. On the dovish side, the ECB noted that substantial progress in withdrawing monetary policy accommodation has now been

The Eurozone Flirts With Double-Digit Inflation

01:27pm, Wednesday, 19'th Oct 2022
The final estimate of eurozone inflation has been adjusted down from 10% to 9.9%. When looking at the details, there's little to be optimistic about.
The minutes of the ECB's September meeting delivered a couple of interesting insights. Though quantitative tightening currently looks unlikely, it will come eventually.

Energy Shock Spurs Europe's Recession

10:45am, Monday, 12'th Sep 2022
We think the energy crisis will spur a recession in Europe. The ECB is trying to fight inflation without recognizing the costs.
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