Before when we were bringing you on uh we were talking to you about some of that delayed data that's coming up later today. The October November jobs report. The combination of that we're looking at potentially the estimate at least 50,000 jobs added unemployment ticking up to 4 and a.5% highest level since October of 2021.I want to ask you does that matter to the markets. Does it matter to the Fed when we know there's going to be a lot of twist and turns before that next Fed meeting. Well, there'll definit ...

Core Viewpoint - Fidelity's bond ETF lineup, while smaller than some competitors, offers strategic options for investors looking to capitalize on the improved bond market environment heading into 2026 [1][3]. Group 1: Bond Market Environment - The fixed income market has seen a resurgence, with yields of 4% or greater available across various points on the yield curve, and inflation is now contained, allowing for a more favorable investment climate [2]. - The bond market is recovering from a challenging period, including a poor performance in 2022, and is now positioned to be a more integral part of traditional asset allocation strategies [1][2]. Group 2: Fidelity's Bond ETFs - Fidelity currently offers 13 bond ETFs, providing a range of options for investors to navigate the current economic landscape [3]. - The Fidelity Total Bond ETF (FBND) provides broad exposure to the total bond market, including both investment-grade and junk bonds, with minimal exposure to non-investment-grade and non-U.S. bonds [5][6]. - The Fidelity Enhanced Yield ETF (FDHY) focuses on the junk bond sector, employing a factor-based approach to select bonds with optimal value and quality characteristics, which may benefit from a healthy U.S. economy and stable credit spreads [10][11]. - The Fidelity Tactical Bond ETF (FTBD) combines features of both FBND and FDHY, covering all areas of the fixed-income market while allowing for tactical rotation based on valuation and quality assessments [12][13]. Group 3: Future Outlook - The bond market in 2026 is expected to be influenced by various economic factors, including growth, inflation, and labor market conditions, making a strategic approach to fixed income essential [7]. - Active management in bond funds is anticipated to yield better results as central banks approach the end of their rate-cutting cycles, shifting the focus from yield capture to security selection [14].

Federal Reserve Policy & Economic Outlook - The Federal Reserve cut rates for the third consecutive time this year, despite growing dissent [1] - The Fed is committed to purchasing $40 billion of Treasury bills per month [1] - The base case is a hold on further rate cuts, contingent on weakening labor market or improved inflation [3] - Markets are predicting a different path than the Fed's dot plot, with expectations of rate cuts between 3% and 3.25% [5] - There is a risk of losing Fed independence, which could cause yields to rise [17] Inflation & Labor Market - Tariffs are estimated to contribute approximately 0.5 percentage points to inflation [9] - The Fed is facing a difficult balancing act with inflation above target and a weakening labor market [8] - The Fed has delivered 175 basis points of cuts [43] Credit Market Dynamics - High-grade bond sales cooled in December, with $4.7 billion sold, a quarter below the previous period [26] - December bond sales in high yield exceeded $20 billion, the busiest December since 2020 [26] - Investment grade supply is expected to grow year-over-year, reaching approximately $1.8 trillion to $1.9 trillion in 2026 [30] - Tech supply was up 75% and is expected to double, driven by hyperscalers' CAPEX expansion [32]

Is it a catalytic moment to look more broadly or invest more broadly. So again, the narrative has been so much has been confined to these seven stocks, so much it is confined to these hyperscalers this particular sector. Is this the moment in which people begin to look more seriously at some of the other sectors and companies that you've been alluding to here in Lisa pointing out in the last hour what we've seen in small caps, what we've seen the Russell 2000 over the last week, an indication to you that th ...

Is it a catalytic moment to look more broadly or invest more broadly. So again, the narrative has been so much has been confined to these seven stocks, so much it is confined to these hyperscalers this particular sector. Is this the moment in which people begin to look more seriously at some of the other sectors and companies that you've been alluding to here in Lisa pointing out in the last hour what we've seen in small caps, what we've seen the Russell 2000 over the last week, an indication to you that th ...

Group 1 - The iShares Treasury Floating Rate Bond ETF (TFLO) is a fixed income fund that focuses on providing transparency and analytics in capital markets instruments and trades [1] - Binary Tree Analytics (BTA) has over 20 years of investment experience and aims to deliver high annualized returns with a low volatility profile, focusing on CEFs, ETFs, and Special Situations [1] Group 2 - The article expresses a beneficial long position in TFLO through stock ownership, options, or other derivatives [2]

Joining us right now is Kelsey Barrow. She is JP Morgan asset management fixed income portfolio manager. And Kelsey, I don't know my take on the commentary afterwards.Was Yeah, this is it's it's a hawkish statement, but not as hawkish as I had even expected, which I is that why the market was up or do you see some other reason. >> Yeah. So, it's interesting.You know, we hear what the what Chair Powell said, but then we watch the market reaction. And the market reaction is a function of not just what he says ...

Group 1 - The Conservative Income Portfolio focuses on preferred stocks and bonds with high safety margins, indicating a strategic approach to reduce portfolio volatility [1] - The company believes that the next decade will favor fixed income investments, appealing to both conservative and aggressive investors [1] - The recently launched Bond and Preferred Stock Portfolios are positioned as early investment opportunities for potential clients [1] Group 2 - The offerings include undervalued fixed income securities, bond ladders, and high-yield cash parking opportunities, suggesting a diverse range of investment options [2] - Access to an options portfolio is provided as a bonus, enhancing the value proposition for investors [2]

Group 1 - The Conservative Income Portfolio focuses on preferred stocks and bonds with high safety margins, indicating a strategic approach to reduce portfolio volatility [1] - The company believes that the next decade will favor fixed income investments, appealing to both conservative and aggressive investors [1] - The recently launched Bond and Preferred Stock Portfolios are positioned as entry points for investors looking to capitalize on fixed income opportunities [1] Group 2 - The offerings include undervalued fixed income securities, bond ladders, and high-yield cash parking opportunities, suggesting a diverse range of investment options [2] - Access to an options portfolio is provided as a bonus, enhancing the value proposition for potential investors [2]

On this episode of the "ETF of the Week†podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Goldman Sachs Corporate Bond ETF (GIGL) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF. Chuck Jaffe: One fund, on point for today. The expert to talk about it. Welcome to the ETF of the Week! Yes, this is the ETF of the Week, where we examine trending, new, newsworthy, unique, and intriguing exchange-traded fund ...