Well, we mentioned it before, but today is the six-month anniversary of the tariff crash low. The S&P 500 is up 35% since then. Our next guest says a return of volatility would not be surprising, but growth opportunities still exist.So, let's bring in Henyan and Walsh Asset Management President and CIO Kevin Man. Kevin, it's great to have you back here. >> Thank you, Morgan.>> On set, I mean, 35% gain in the S&P in six months. Who would have thought it. >> Who would have thought it.But if history serves as ...

The steady drum beat of federal funding threats totaling billions of dollars is renewing municipal investors’ qualms about lower-rated state and local borrowers https://t.co/9zhOe57p09 ...

Competition is heating up in the rapidly growing arena of municipal-bond ETFs https://t.co/2og0PCqtBR ...

futures this morning. There's a triple digit gain in the Dow. S&P pitching in with 15 points and the NASDAQ up 52.For more on the markets, let's bring in Sarah Malik, chief investment officer and head of equities as well as fixed income uh at new. I I think in I don't a lot of times I think more of of fixed income. What do you want to start with today Sarah.You you extending location or duration with with bonds. Is it attractive right now. How do you think if we're in a um kind of an easing cycle with the F ...

Investors poured the most cash into municipal-bond funds earlier this month since at least 2007, according to CreditSights https://t.co/vOVUOStwON ...

Municipal bonds rallied after weaker-than-expected job growth raised expectations that the Federal Reserve will lower interest rates this year to help stoke the economy https://t.co/PBnbuQEsVg ...

Municipal bonds have provided better after-tax returns than taxable bonds over the past 15 years for most investors, new research shows https://t.co/66UUMYf3ha ...

Welcome back to Worldwide Exchange. We are tracking net ETF lows that are now over $760 billion year to date. We're also tracking the moves above and below the 30-day moving averages for the popular index funds, the SPY and the triple Q's.You see that big spike on Wednesday. Investors apparently buying the dip on mega tech that dominates both ETFs on that day. This week, the Capital Group Municipal High Income ETF, ticker CGHM, that holds municipal bonds, saw the top inflows, the VCIT intermediate bond ETF, ...

Financial Disclosure & Investment Activities - Federal officials, including the president, are required to report purchases of certain asset types such as bonds and stocks [1][2] - The disclosure included over 690 transactions starting the day after inauguration, indicating significant investment activity [6][9] - The report is a snapshot and doesn't show the evolution of holdings over time [8] - The disclosure primarily shows purchases, suggesting a buy-and-hold strategy rather than frequent trading [9] Trump's Business Empire & Income - Trump's business empire, including properties like Mara Lago and golf resorts, likely generates substantial income [5][6] - Trump Media and Technology Group, including Truth Social and crypto ventures, is a significant part of his net wealth [5][7] - Business ventures, including promoting golf courses, indicate financial success during Trump's second term [7] Asset Allocation - The disclosure reveals purchases of corporate bonds, which were not prominent in his first term [3][4] - He held municipal bonds when he ran for president the third time [4]

Market & Rate Cut Expectations - The market anticipates a rate cut in September, with a high probability (96% chance of a 25 basis point cut and a 4% chance of a 50 basis point cut) factored into expectations [2][3] - PPI is expected to align with expectations, similar to CPI, and is unlikely to alter the prevailing narrative of a rate cut [2][3] - The market is primarily focused on the Federal Reserve's actions in September and the potential for a new trade agreement [6] Geopolitical Risk - The meeting between Vladimir Putin and President Trump in Alaska is not expected to pose a direct market risk, despite potential geopolitical and precedent risks [4][5] AI Infrastructure - The discussion highlights the ongoing AI revolution and the investment opportunities within AI infrastructure [6][7] - Companies are announcing tens of billions of dollars of investment into AI infrastructure [9] - AECOM is identified as a potential beneficiary of AI infrastructure spending, providing engineering, consulting, and construction services to data centers [8][9][10] Municipal Bonds - Municipal bonds have faced price struggles year-to-date due to issuers pulling forward new issuance [10][11] - Reduced issuance for the remainder of the year, coupled with consistent demand, is expected to drive prices higher [11] - Tax-free income from municipal bonds is attractive to high net worth investors, making them a favored investment [12] - Investors focused on income potential should prioritize the coupon from bond ETFs and consider buying individual bonds for a dependable income stream and principal protection [13][14]