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seekingalpha.comPOSITIVO

Trump's top August holdings fall short of bullish Quant ratings

[Stock Market Ticker Display] bymuratdeniz U.S. President Donald Trump executed 517 securities trades in August totaling between $74.3M and $273M, with the activity led by portfolio reallocations into major technology companies and other l…

seekingalpha.comNEGATIVO

EU trade chief in talks with China to rebalance 'unsustainable' deficit

[Two cargo shipping containers, red Chinese flag and blue European Union flag, EU vs China, production market, industry and business rivalry, fight, trade war simple abstract concept] Philip Hoeppli/iStock via Getty Images The European Uni…

finance.yahoo.comPOSITIVO

5 International ETFs Up at Least 20% in 2026 & Beating the S&P 500

Wall Street has been in solid shape so far this year. State Street SPDR S&P 500 ETF Trust SPY has gained 12.1% while the tech-heavy Nasdaq-100 ETF Invesco QQQ Trust, Series 1 QQQ has jumped about 20% in the first nine months of 2026 (as of…

seekingalpha.comPOSITIVO

Germany's Merz under pressure after AfD's landslide win in state election

[Saxony-Anhalt Holds State Elections] Sean Gallup/Getty Images News Alternative for Germany's shock win in a regional election over the weekend marks another challenge for the Friedrich Merz-led federal government, which is increasingly be…

seekingalpha.comPOSITIVO

Global semiconductors dominate as most crowded trade in BofA survey

[Close-up electronic circuit board. technology style concept.] Jay_Zynism/iStock via Getty Images The Bank of America Global Fund Manager Survey for July 2026 reveals a powerful consensus among investors, identifying "long global semicondu…

finance.yahoo.comPOSITIVO

The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs

Quick Read VGK is up 18% over the past year, but 7 of those points came from dollar weakness, not European earnings growth. Over 10 years, VGK returned 162% versus SPY's 255% and QQQ's 559%, cementing its role as a diversifier, not a core…

seekingalpha.comPOSITIVO

EU advances digital euro plan with key parliamentary backing

[Euro EUR currency symbol 3d illustration] Arkadiusz Warguła/iStock via Getty Images The digital euro is one step closer to becoming a reality after a key parliamentary committee backed its launch in an effort to reduce the bloc's reliance…

seekingalpha.comPOSITIVO

G7 summit: Ukraine war, U.S.-Iran deal in focus

[President Trump Attends G7 Summit In Evian, France] Anna Moneymaker/Getty Images News The Ukraine war will dominate discussions on the second day of the Group of Seven (G7) summit in France, along with the interim U.S.-Iran deal and the r…

finance.yahoo.comPOSITIVO

ETFs in Spotlight as Eurozone Inflation Rises to 3.2% Amid Iran War

Economic anxiety has gripped the European continent once again. According to preliminary data released by Eurostat, consumer price inflation rate increased to 3.2% in May 2026, compared with 3.0% a month earlier. This inflation hike may ra…

seekingalpha.comPOSITIVO

Trump says U.S. will send 5,000 more troops to Poland

[American Military in Poland] ewg3D/iStock Unreleased via Getty Images President Donald Trump announced that the U.S. will send an additional 5,000 troops to Poland, a week after the Pentagon canceled a deployment of 4,000 troops to the co…

finance.yahoo.comPOSITIVO

Daily ETF Flows: SOXL Rebounds

etf.com Top 10 Creations (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change QQQ Invesco QQQ Trust Series I 4,727.34 471,181.65 1.00% VOO Vanguard S&P 500 ETF 2,438.25 963,018.05 0.25% SOXL Direxion Daily Semiconductor Bull 3…

seekingalpha.comNEGATIVO

EU economic minister warns bloc is facing 'stagflationary shock'

[Map of the EU countries overlayed by the European Union flag in blue with yellow stars.] aprott/iStock via Getty Images The EU's commissioner for the economy said the bloc is lowering its growth expectations and increasing its inflation f…

seekingalpha.comNEGATIVO

EU eyes pushing companies to buy components from non-Chinese suppliers - report

[EU Flag with Shipping Container] Mahir Asadli/iStock via Getty Images The European Union is planning to push local companies to buy critical components from at least three different suppliers to reduce the bloc's dependence on China, the…

seekingalpha.comNEGATIVO

Credit markets shrug off geopolitical turbulence as bond supply surges

[eurobonds and corona-bonds to finance the corona-crisis] filmfoto European credit markets continued to show unusual resilience last week even as geopolitical tensions, rising oil prices and a selloff in government bonds rattled broader fi…

finance.yahoo.comPOSITIVO

How to Invest During Geopolitical Uncertainty

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. You’d have to be living under a rock not to know what a hot mess the world is right now. Perhaps the hot messiest at the…

finance.yahoo.comPOSITIVO

U.S. Equities Remain King but Diversification Plays Grow

etf.com While the Invesco QQQ Trust Series I (QQQ) remained the top ETF picked up by investors on April 28, international equity ETFs benefitted from renewed interest as portfolio diversification plays gained momentum. The iShares MSCI Wor…

seekingalpha.comPOSITIVO

EU to move forward with negotiations over Ukraine's membership - report

[Flags of European Union and Ukraine] artJazz European Union leaders at a summit in Cyprus agreed that the first negotiations for Ukraine to join the bloc could start in the coming weeks and months, _Bloomberg News _reported, citing an EU…

seekingalpha.comPOSITIVO

S&P 500’s bottom to record levels marks fastest recovery in 36 years

[Bullish - green stock exchange market times buying hours volume chart with arrow up day trade.] coffeekai The S&P 500’s (SP500 [https://seekingalpha.com/symbol/SP500]) record-breaking recovery from near-correction territory to all-time hi…

finance.yahoo.comPOSITIVO

BFI Infinity Ltd. Initiates Stake in Defiance Quantum ETF, According to Recent SEC Filing

What happened According to a recent SEC filing dated April 13, 2026, BFI Infinity Ltd. initiated a new position in ETF Series Solutions - Defiance Quantum ETF(NASDAQ:QTUM)by acquiring 103,726 shares. At quarter-end, the position was valued…

finance.yahoo.comPOSITIVO

2 International ETFs to Buy as US Stocks Sell Off

Quick Read Vanguard FTSE Europe ETF (VGK) and Vanguard Total International Stock Index Fund ETF Shares (VXUS) provide international diversification to hedge against US stock weakness, with VGK returning 35.09% over the past year and VXUS r…

seekingalpha.comNEGATIVO

‘Oil above $100/bbl is a tried-and-true recession trigger’ – analyst

[Barrel of oil depicting the United States of America. Oil production in the United States. The price of oil produced in America. American oil. Black barrels of oil or fuel with the US flag. 3D render.] sasha85ru/iStock via Getty Images Vi…

nasdaq.comNEGATIVO

JPMorgan's Dimon Warns Europe Is on a Slow Decline -- and That Is Now a Direct Risk for U.S. Investors With International Exposure

Key Points JPMorgan CEO Jamie Dimon sounded off on a number of subjects in his annual shareholder letter. Dimon sees a key threat in Europe's slowing economic growth. Despite that concern, European stocks have outperformed their U.S. count…

finance.yahoo.comPOSITIVO

International ETFs Are Crushing VOO in 2026. Here Are 3 Worth Buying Now

Quick Read Vanguard S&P 500 ETF (VOO) is down 3.54% year-to-date in Q1 2026 after gaining 29% in 2025, while international ETFs like Vanguard Total International Stock Index Fund (VXUS), which returned 39.91% over the past year, offer dive…

seekingalpha.comPOSITIVO

Markets’ rally is an opportunity to look at value construct – Seymour Asset Management

[Growth stocks trading and bull market. Candlestick charts and data graphs of the financial market.] Tim Seymour, founder and CIO at Seymour Asset Management, believes the recent equity rally represents a legitimate market response to over…

finance.yahoo.comPOSITIVO

Daily ETF Flows: BIL SGOV Make The List

Top 10 Creations (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IVV iShares Core S&P 500 ETF 17,877.93 704,482.77 2.54% SPY SPDR S&P 500 ETF Trust 15,273.57 666,584.52 2.29% IWM iShares Russell 2000 ETF 2,067.11 72,757.1…

seekingalpha.comNEGATIVO

More tariffs? U.S. launches new trade probes into 60 economies over forced labor

[Workers at garment factory in Southeast Asia] Liuser/iStock via Getty Images The U.S. has launched trade investigations into 60 economies—including China, the European Union, Canada, Mexico, Japan, India and Russia—to check if they failed…

finance.yahoo.comPOSITIVO

Poland’s Wild Stock Market Is Europe’s Best Kept Secret: Here’s the ETF to Play The Run

Quick Read iShares Poland (EPOL) returned 38.53% past year and 127.78% over 5 years vs Vanguard Europe (VGK) at 20.19% and 60.45%. iShares Poland holds $643M, 0.59% expense ratio, 2.89% yield. iShares Poland captures strong Polish equity r…

seekingalpha.comNEGATIVO

BofA’s Michael Hartnett: ‘Don’t expect big upside from here’ in the markets

[crash in the market at wall street] franckreporter Michael Hartnett, chief investment strategist at BofA, said market corrections caused by “exogenous shocks at time of excess bullishness” typically end when a few conditions are met—and c…

seekingalpha.comNEUTRAL

France to boost nuke stockpile, unveils 'advanced deterrence' strategy for Europe

[Nuclear missiles in a row and flag of France] andriano_cz/iStock via Getty Images France will expand its nuclear arsenal and could provide for its deployment to allies as needed, President Emmanuel Macron announced, signaling a major doct…

cnbc.comPOSITIVO

UBS downgrades the U.S. stock market. Here's what has the investment bank worried

UBS' top equity strategist dialed back his view on U.S. stocks, citing mounting risks from a weakening dollar, stretched valuations and policy turbulence in Washington. Andrew Garthwaite, head of global equity strategy at the investment ba…

cnbc.comNEGATIVO

Supreme Court ruling throws Trump administration's tariff strategy into flux. What it means for global trade, U.S. economy

The Supreme Court struck down President Donald Trump's tariffs on Friday, but the trade tax turmoil is far from over. Fallout over the ruling is already threatening to further strain global trade relations, and the U.S. economy is likely t…

seekingalpha.comNEGATIVO

France says EU has tools to respond to Trump’s latest tariffs: FT

[European Union flag] Jacques LOIC France's trade minister, Nicolas Forissier, told The Financial Times on Saturday that the EU has the tools to hit back at the U.S. after President Donald Trump imposed a 10% global import duty following a…

finance.yahoo.comPOSITIVO

Should You Add More U.K. ETFs to Your Portfolio Now?

The FTSE 100 kicked off 2026 on a strong note, building steady upward momentum. U.K.’s benchmark index has risen 7.69% so far this year and 22.75% over the past year, outperforming its transatlantic peer. In contrast, the S&P 500 is slight…

seekingalpha.comNEGATIVO

Lagarde said to weigh quitting ECB before her term ends

[European Central Bank Press Conference Following Governing Council Meeting] Thomas Lohnes/Getty Images News European Central Bank President Christine Lagarde is weighing stepping down from her role before the end of her term in October 20…

finance.yahoo.comPOSITIVO

Buy 2 Vanguard Index Funds to Beat the S&P 500 in the Next Decade, According to Wall Street Analysts

Goldman Sachs recently updated its 10-year forecast for global equities. The S&P 500(SNPINDEX: ^GSPC), a benchmark for the U.S. stock market, is projected to return 6.5% annually over the next decade. But analysts led by Peter Oppenheimer…

seekingalpha.comPOSITIVO

China urges banks to curb U.S. Treasury exposure - report

[National Debt] Douglas Rissing Chinese regulators have urged major financial institutions to curb their exposure to U.S. Treasuries, citing concerns over concentration risk and market volatility, _Bloomberg_ reported, citing people famili…