Michael Santoli
- Indexed articles, last 90 days
- 10
- Latest publication
- Sep 29, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 7, 2026
Latest articles
Investors who have shunned diversification face maybe the best buying opportunity for bonds in decades (opens the original)
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Get Mike Santoli's Market Memo in your inbox first. SUBSCRIBE HERE The prudent have been punished by markets this year. Prudence, in standard investing wisdom, means diversification across asset classes while rebalancing along the way to keep exposures in line and risks well-distributed. Holding fixed proportions of equities and bonds has been more a confounding trap than a useful tool lately. The iShares Core U.S. Aggregate Bond ETF (AGG) is down 4.8% in price terms this year and has suffered a
Santoli: The S&P 500 is within striking distance of record as bull relies on familiar leadership (opens the original)
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Get Mike Santoli's Market Memo in your inbox first. SUBSCRIBE HERE When there's a strong undertow near the beach, the move is to swim sideways, traveling parallel to the shore to reach a point beyond the narrow rip current's pull. Â The stock market seems to have executed such a cautious, patient maneuver. Months of bend-don't-break action had kept the S&P 500 within sight of record highs while that undertow pulled at parts of the market most exposed to higher oil prices, rising interest rates a
Santoli: One key tech ETF may signal whether this bull market can keep marching on (opens the original)
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Get Mike Santoli's Market Memo in your inbox first. SUBSCRIBE HERE Wall Street emerges from the summer respite with its resolute commitment to stocks validated, for now. The S&P 500 has done just enough to preserve its upward path, last week's brief and modest pullback approaching but never breaching the top of its May-July range, the index forgoing several excuses to retreat more fully while keeping the corrections stealthy below the surface. The steadiness at the index level reflects full spon
Santoli: Why investors should be on high alert heading into September (opens the original)
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Get Mike Santoli's Market Memo in your inbox first. SUBSCRIBE HERE In markets as in movies, suspense builds through the slow, quiet scenes of the second act. The stock market is doing just enough, through slim trading volumes and narrow index trading ranges, to escape August with its uptrend intact. The S&P 500 is within half a percent of where it closed three weeks ago. It has slouched and equivocated in the two weeks since it hit the last record high just above 7800. But the index has stayed w
Santoli: Why all the fuss about bond yields is happening now (opens the original)
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Get Mike Santoli's Market Memo in your inbox first. SUBSCRIBE HERE It's a ripe summer in the American economy, and the AC thermostat hangs in the hottest room in the house, the kitchen, where the sun streams in and the oven is always set to broil. The thermostat in this case is the bond market, working to offset the blistering demand for debt from governments and companies by raising borrowing costs to multiyear highs. The kitchen is the AI-buildout sector, desperate to turn some $2 trillion int
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