HeyJaredThe ETF Portfolio Strategist
Market intelligence and analytics for managing ETF-based portfolio strategies
- Indexed issues, last 90 days
- 15
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 16, 2026
Latest issues
The ETF Portfolio Strategist: 29 SEP 2026 (opens the original)
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The bond market continues to reprice risk, demanding a higher yield premium. A brief reprieve may be brewing, courtesy of comments today from New York Fed President John Williams. But the persistent rise in yields across the curve suggests it is premature to expect a peak anytime soon. Read more
The ETF Portfolio Strategist: 27 SEP 2026 (opens the original)
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Global markets were mixed last week. Stocks rallied while bonds continued to slide. The crowd is struggling to reconcile upbeat economic data with ongoing inflation concerns. The tension is still favoring stocks, supported by bullish AI-driven earnings expectations, and weighing on bonds, which continue to suffer from rising Treasury yields and forecasts that the Federal Reserve will continue to raise interest rates.The divergence between stocks and bonds is reflected in last week’s performances
The ETF Portfolio Strategist: 23 SEP 2026 (opens the original)
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Stocks are under pressure again. But after years of watching the market survive one threat after another, it’s tempting to assume that another dramatic escape and a return to higher ground are still part of the script. Read more
The ETF Portfolio Strategist: 20 SEP 2026 (opens the original)
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Selling continued to dominate market activity last week, triggering a bearish signal for the short-term trend. This marks the third time this year this indicator has turned negative. For each of the previous near-term warnings, the selling abated and investor risk appetite recovered. Will history repeat? Or will market sentiment continue to deteriorate? Unclear, as always, but the potential for trouble is once again elevated, if only marginally, and so the priority is monitoring a variety of ana
The ETF Portfolio Strategist: 16 AUG 2026 (opens the original)
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The Federal Reserve raised interest rates today, as expected. The central bank lifted its target rate range by a quarter point to 3.75%-4.0%, marking the first hike since 2023. The decision was unanimous. Read more
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