Newsletter
IN 1 HOUR: CE-Credit Webinar: Energy, Inflation, and What’s Next for Income Investors
Sponsored By Infrastructure Capital
Latest
Global View
Cautious Easing, Global Jitters
This Week at a Glance • U.S.: The Federal Reserve delivered a second straight rate cut, trimming the policy rate to 3.75–4.00%, while hinting at a pause amid a federal data blackout. • International: A one-year U.S.-China trade truce was announced, easing tariff tensions even
Newsletter
IN 1 DAY: CE-Credit Webinar: Energy, Inflation, and What’s Next for Income Investors
Sponsored By Infrastructure Capital
Weekly Signals
End of Year Melt-Up? Weak Utilities, Strong Seasonality, and the Calm Before the Storm
Investors are entering the final stretch of the year wondering if equities have one more rally left in them. After months of turbulence, talk of an “end-of-year melt-up” is growing louder. Seasonality favors a rally, and one curious tell—the severe weakness in utility stocks—has caught
Newsletter
CE-Credit Webinar: Energy, Inflation, and What’s Next for Income Investors
Sponsored By Infrastructure Capital
Newsletter
IN 1 HOUR: Capitalizing on Deregulation: The Free Markets ETF Strategy
Join us for an exclusive deep dive this TODAY from 10-11 AM EST into the innovative Free Markets ETF (FMKT), the first exchange-traded fund specifically designed to capitalize on deregulation trends across U.S. markets. REGISTER HERE This timely webinar occurs as regulatory reform continues to reshape industries
Newsletter
TOMORROW: Capitalizing on Deregulation: The Free Markets ETF Strategy
Join us for an exclusive deep dive this coming Tuesday from 10-11 AM EST into the innovative Free Markets ETF (FMKT), the first exchange-traded fund specifically designed to capitalize on deregulation trends across U.S. markets. REGISTER HERE This timely webinar occurs as regulatory reform continues to reshape
Leaders-Laggards
Underperforming but Undervalued: Can Healthcare’s 2025 Slump Reverse?
Summary * Healthcare has lagged the S&P 500 by hundreds of basis points year-to-date, extending a multi-year stretch of underperformance. * Political pressure, patent expirations, and investor rotations into AI and tech have weighed heavily on the sector. * Valuations are now at multi-decade lows, with large-
Closing Thoughts for the Week
Flying Blind, Soaring High
The past week was a case study in optimism prevailing over adversity. Investors cheered a dovish Federal Reserve and softer inflation readings, sending equities to fresh highs despite a historic U.S. government shutdown. The Dow Jones Industrial Average climbed above 47,000 for the first time¹, and the S&
Macro Observations
Volatility Down, Complacency Up: Calm Markets, Rising Risks
The U.S. stock market continues to grind higher despite a range of potential headwinds. Investors have largely shrugged off soft economic data, geopolitical tension, and policy uncertainty. While low volatility suggests stability, volatility down often means complacency up. When markets are this quiet, investors may be letting their guard
High Yield Spotlight
$CGDV: A Dividend Strategy Rooted in Quality
With the S&P 500 yielding around 1.2%, income investors are struggling to generate meaningful returns from dividends¹. Chasing higher yields often leads to riskier holdings—such as REITs or MLPs—prone to volatility or payout cuts. In this environment, investors increasingly seek quality dividend payers offering durability
Global View
Markets Are Betting on Rate Cuts — But Are They Ignoring a Bigger Threat?
Key Takeaways * Markets Rally on Fed Pivot Hopes: Softer U.S. inflation strengthened expectations of rate cuts, pushing the S&P 500 to within reach of record highs. * Global Growth Diverges: The Eurozone surprised with its strongest PMI in 17 months, while China’s economy slowed, raising pressure for