With inflation remaining persistent, a surprisingly strong jobs report, and markets increasingly pricing in another Federal Reserve rate hike, what should investors be watching next?
Global ETF Strategist Bilal Little breaks down the latest economic signals and what they could mean for equities, bonds, gold, Bitcoin, and the broader investment landscape.
The conversation explores the impact of higher Treasury yields, rising energy prices, geopolitical uncertainty, and the potential weakening of the U.S. dollar. Bilal also explains why a 5% 10-year Treasury yield could become an important decision point for investors and why the AI and hyperscaler trade may be starting to lose some of its appeal.
Plus, with volatility and uncertainty increasing, where are the opportunities? From income strategies and equal-weighted equities to gold and alternative assets, Bilal discusses how investors can think about balancing growth, income, and capital preservation heading into the fourth quarter.