At the halfway mark of 2025, investors face a market shaped by tariff negotiations, evolving Fed expectations, and shifting inflation signals. In our mid-year outlook, we examine the economic impact of trade uncertainty, explore global equity and bond positioning, and assess

The Fed made its third straight rate cut at this week's FOMC meeting. On the latest Basis Points podcast, @KevinFlanaganWT breaks down what’s behind the move, where the Fed stands, and what it could mean for 2026. Listen & subscribe: https://t.co/dLRVpxgcWZ

Despite $2 trillion deficits, bond vigilantes remain on the sidelines. On this week's Minds on the Markets, Kevin Flanagan and Jeff Weniger explore why Treasury supply isn’t pressuring yields, yet. Watch the full episode on YouTube: https://t.co/vmEn1dMrKg

Massive deficits, rising debt, and record Treasury issuance, yet no sign of bond vigilantes. In this week’s Minds on the Markets, @KevinFlanaganWT and @JeffWeniger explain why coupon auction sizes could stay steady as we head into 2026. Read & subscribe:

As expected, the Fed delivered a third straight 25-basis-point rate cut at today’s FOMC meeting. But with missing jobs data and a divided committee, is the recalibration over or just getting started? @KevinFlanaganWT breaks it down: https://t.co/P65C9BnVZL

Looking for a way to offset capital gains and stay aligned with your portfolio goals? Tax-loss harvesting with ETFs can simplify rebalancing and enhance tax efficiency. Learn more: https://t.co/sXbOkQYgE8

These Office Hours sessions focus on Fed policy insights, industry evolution, and navigating today’s bond landscape. ✅ Fed Watch: Were the Markets on the Naughty or Nice List? → A breakdown of key FOMC takeaways and what shifting Fed policy could mean for portfolio

Jobless claims and ADP payrolls delivered one of the most unusual divergences in decades, highlighting a “no-hire, no-fire” labor market dynamic. In this week’s Siegel Commentary, Professor Siegel analyzes the labor market puzzle, anticipates a “hawkish cut” from the Fed, and

Client expectations are changing fast, and 2026 will reward advisors who evolve with them. Future-proofing your advisory business means going beyond referrals and market returns. Kara Dombroski and @ryankETFmodels explore how tech and AI are reshaping what growth looks like and

This Office Hours lineup explores equity market drivers, fixed income fundamentals, and emerging market opportunities. ✅ What’s Left in the Tank for Equities? → A look at the factors supporting the current rally and the risks that could challenge equities ahead. ✅ Back to

The 60/40 portfolio is evolving as markets and inflation dynamics shift. Gold is taking on a bigger role, and capital efficient strategies like the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) and the WisdomTree Efficient Gold Plus Gold Miners Strategy Fund

Both hiring and unemployment rose in September. How does that add up? @KevinFlanaganWT breaks down the two-survey system behind the jobs report and explains why a rising unemployment rate isn’t always a red flag. Read the full blog post: https://t.co/k5wqVDl0R3

How can hiring rise and the unemployment rate go up in the same month? On the latest Basis Points, @KevinFlanaganWT breaks down the dual-survey dynamic behind September’s jobs report—and what this means heading into December’s FOMC meeting. Watch the full podcast on YouTube:

The 10-year Treasury yield falling below 4% marks a key shift in market expectations for inflation and Fed policy. In this week’s Siegel Commentary, Professor Siegel breaks down what the bond market is signaling about future rate cuts, the evolving debate over Fed leadership,

AI is fueling massive spending, but where’s the free cash flow? On this week's Minds on the Markets, @KevinFlanaganWT and @JeffWeniger discuss the Magnificent 7’s CapEx surge and why it might spell trouble for valuations. Watch the full episode on YouTube:

Inflation doesn’t follow one pattern, so why hedge it with just one tool? Behnood Noei explains how the WisdomTree Inflation Plus Fund’s multi-asset approach, combining TIPS, commodities and Bitcoin, continues to outperform traditional inflation hedges. Read the blog post to

Europe’s defense landscape is shifting fast, and Rheinmetall is at the center of it. From Germany’s new ammunition megafactory to expanded production across Eastern Europe, the region is rebuilding resilience. Read the analysis from @CGannatti and @SamuelRines:

The CapEx boom from the AI race is staggering, but it comes at a cost. In this week’s Minds on the Markets, @KevinFlanaganWT and @JeffWeniger question whether the Magnificent 7’s shrinking free cash flows can justify their lofty valuations. Read & subscribe:

U.S. equities are soaring on AI-fueled optimism, but valuations are starting to show strain. @CGannatti and Brian Manby analyze how $DGRW can help investors navigate this environment by blending quality growth with valuation discipline. Learn more: https://t.co/dVmJEWITeZ

Markets are grappling with strong corporate data but fragile macro sentiment, as seen in the mixed reaction to Nvidia’s earnings and persistent AI-driven volatility. In this week’s Siegel Commentary, Professor Siegel discusses the disconnect between tech fundamentals and

Half of the Fed’s regional presidents are publicly pushing back against further rate cuts. @KevinFlanaganWT analyzes this growing divide inside the Fed and what it could mean for December’s policy decision. Read the full blog: https://t.co/WjOU2gKr79 #FederalReserve