Netflix's Subscriber Growth, the Emerging Mar...

Markets remain focused on rising rates, inflation risks and the growing divide between AI driven growth and consumer affordability pressures. Plus, Nvidia, semiconductors and autonomous defense technology continue fueling investor optimism despite concerns around valuations and g ...  Show more

Markets remain supported by AI spending, resilient consumers and strong corporate earnings despite rising yields and energy prices. Plus, retailers, labor data and infrastructure demand continue shaping the economic outlook as investors watch inflation and Fed policy closely. And ...  Show more

CNBC’s Bob Pisani spoke with Ben Slavin, Global Head of ETFs at BNY Mellon, and Andrew McOrmond, Managing Director and founding partner at WallachBeth Capital. With the economy slowing down and a Federal Reserve pivot on the horizon, how should ETF investors be positioning themse ...  Show more

Asian equity markets were stronger this morning and US futures are higher following better than expected US GDP growth and strong earnings from two tech heavyweights. Markus Allenspach, Head of Fixed Income Research, gives his views on the ECB's decision to leave interest rate ...

The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ...  Show more

“There is significant interest rate risk in TIPS in ETFs and Mutual Funds because they can’t necessarily get enough leverage to do a break-even trade,” Winshore Capital Partners Portfolio Manager Robert Tzucker tells Bloomberg Intelligence. In this Macro Matter’s edition of the F ...  Show more