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The PCE Makeover
Confluence Investment Management offers various asset allocation products which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every o…
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Energy Rally Powers IDOG Higher in July
Energy stocks fueled July gains for the S-Network International Sector Dividend Dogs Index, the benchmark behind the ALPS International Sector Dividend Dogs ETF (IDOG). The index climbed 6.3% for the month. A weaker U.S…
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South Korea inflation cools to three-month low, but risks remain
August 3, 2026, 8:19 PM EDT. Cotton futures gained between 36 and 85 points Monday, with October 26 cotton ending at 81.35, up 85 points. The latest US cotton crop update reported 88% squared and 55% of crops setting bo…
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OILT Surges 12.5% in July as Texas Energy Outperforms
The Texas Capital Texas Oil Index ETF (OILT) climbed 12.5% in July, outpacing both broad market equities and energy sector peers. During the month, the State Street SPDR S&P 500 ETF Trust (SPY) held steady, while the St…
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International Equities ETF XIDV Beating Benchmark, Category
Investors are looking to balance concentration risk and returns amid brewing anxiety about U.S. stocks. While the push and pull of Middle East diplomacy continues, A.I. concerns remain as many investors are heavily inve…
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VIDEO: ETF of the Week: THOR
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the Thornburg Premium Income Builder ETF (THOR) with Chuck Jaffe of Money Life. The pair discussed several topics …
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The Discipline of Uncertainty
Inflation rises? Raise interest rates. A war begins? Negotiate peace. Economic growth slows? Stimulate demand. Markets become volatile? Wait for the Fed to cut rates.
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China to Crypto: July’s Top Performing iShares ETFs
The top five performing iShares ETFs in July highlight strong returns in specialized market segments. Driven by gains in China large-caps, positive Ethereum momentum, and renewed geopolitical tensions leading to higher …
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As AI Concentration Risk, Iran Loom, Try Volatility ETF FDLO
Investors have plenty on their plates right now, from continued geopolitical issues in the Strait of Hormuz still threatening the global economy to looming concerns about AI concentration risk. Advisors likely have clie…
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July Fed Meeting Strengthens Case for Short Duration Bonds
Advisors and investors of all kinds are used to closely watching the outcome of each of the Federal Reserve’s meetings, given how critical interest rates are to equity and fixed income markets alike. However, the recent…
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U.S. manufacturing sector activity accelerates to over four year high in July
The July flash PMI came in at 53.6, beating the 52.2 estimate, marking the composite index's strongest reading in eight months, and pointing to annualized GDP growth of roughly 2%. But the number that should sit at the …
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Why Are Small-Cap ETFs Outperforming?
Mega-cap tech stocks have helped large caps dominate small-cap ETF flows and performance for years. However, this year a shift is taking place. In 2026, small-cap index ETFs are outperforming their large-cap peers as th…
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US construction spending unexpectedly falls in June
The value of construction put in place unexpectedly fell 0.3% m/m in January to a seasonally adjusted annual rate of $2,190.4 billion, the first m/m fall since October, after upwardly revised gains of 0.8% in December (…
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Inflation – Back in Focus?
In our latest weekend video, Inflation – Back in Focus?, Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro revisit inflation, a topic many investors thought was fading into the background. With Federal…
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Factories faced weaker demand, higher costs in July as Iran war grinds on
India’s manufacturing sector lost momentum in March, with the HSBC India Manufacturing Purchasing Managers’ Index (PMI) falling to 53.9 from 56.9 in February, its weakest reading since June 2022, as the war in the Middl…
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Austria’s unemployment rate holds steady at 6.9% in July
KUALA LUMPUR, Malaysia, Aug. 3, 2026 /PRNewswire/ — On 27 July, JustMarkets released a comprehensive market analysis detailing the resurgence of inflation as a central theme in global financial markets. Following a prol…
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Project Prometheus: AI Powers Nuclear Energy
Project Prometheus has been announced by the U.S. Department of Energy (DOE). The project is a three-year, $60 million nuclear energy-focused initiative led by Idaho National Laboratory (INL). The program falls under th…
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Semiconductor Outlook Bodes Well for This ETF
Of late, some air has come out of the semiconductor bubble, but that’s been to the benefit of the Direxion Daily Semiconductor Bear 3X Shares (SOXS). Entering July 27, the leveraged bearish ETF boasted a one-month gain …
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UK manufacturing growth slows in July despite faster output
New Orders and Backlogs Contracting; Production Growing and Employment Contracting; Supplier Deliveries Faster; Raw Materials Inventories Contracting; Customers' Inventories Too Low; Prices Increasing; Exports and Impor…
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Poland manufacturing downturn eases as factory jobs rise, PMI shows
WARSAW, Aug 3 (Reuters) - Poland's manufacturing downturn eased sharply in July as declines in output and new orders slowed and employment rose for the first time since April 2025, a business survey showed on Monday.
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China private factory PMI eases in July - RatingDog PMI
China's manufacturing section recorded its strongest quarterly performance since late 2020, although growth eases marginally in June, indicating that factory activity remains resilient even as broader economic condition…
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UK hiring falls but demand for AI skills jumps, job site Indeed says
LONDON, Aug 3 (Reuters) - Britain's economy is likely to shrink in 2027 if the Strait of Hormuz does not reopen to shipping before the middle of next year, forecasters at accountants EY warned on Monday.
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Australia’s home price retreat gathers pace in July, Cotality data shows
SYDNEY, Aug 3 (Reuters) – Australian home prices suffered a second month of steep falls in July as higher borrowing costs and unease over tax changes accelerated a downturn in the market that has grabbed the attention o…
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Life after Orban: Hungary Inc digs in as new political era takes hold
"We must âand will adapt," Sandor Scheer, â founder and â chief executive of Market Epito, one of Hungary's biggest construction companies, told Reuters. The firm, linked to Orban ally and magnate Istvan Garancsi, h…