U.S. ETFs have nearly doubled in size over the past two years and are red-hot.
The U.S. ETF industry is undergoing unprecedented expansion, with assets under management projected to approach USD 16 trillion by 2026 and net inflows exceeding USD 1 trillion year-to-date. Actively managed ETFs have attracted 40% of new capital, while leveraged ETFs have seen a 50% surge in trading volume, significantly enhancing liquidity. Precision-focused thematic ETFs are rising in prominence, with U.S. technology and semiconductor sectors serving as key drivers.
U.S. equities are entering earnings season at a time of 'extreme vulnerability.'
U.S. equity indices appear calm (with a subdued VIX), but UBS Group's market fragility indicator has surged to a historic high of 0.9. As the earnings season—characterized by heightened expectations, with Q2 profit forecasts up sharply by 24%—gets underway, internal market pressures are accelerating: single-stock volatility now exceeds that of the broader index by threefold, bond yields are approaching 4.6%, and rising oil prices (Brent crude nearing $80) are threatening to reignite inflationary pressures and weigh on European equities.
Express News | Trump issues renewed warning: If Iran attempts to assassinate me, thousands of missiles will be launched at Iran.
“Negotiate through pressure” or “strategic shift”? The U.S. issues an ultimatum: “Open the Strait of Hormuz by Saturday”
Senior officials in the Trump administration acknowledged on Friday, in a rare admission, that the likelihood of reaching a nuclear deal through peaceful negotiations is diminishing. Meanwhile, the United States issued an ultimatum to Iran, demanding it make a commitment by Saturday to declare the Strait of Hormuz open and cease firing on vessels.
Top 20 by Trading Volume | SK Hynix soars 13% in debut, topping foreign issuers’ largest U.S. IPO; NVIDIA gains over 4% on eased export restrictions; Meta rises 6%, recovering all year-to-date losses; Oracle downgraded sharply
NVIDIA, the most actively traded stock on U.S. markets on Friday, rose 4.03% with a trading volume of $30.751 billion. On Friday, reports emerged that the Trump administration plans to ease export controls on the United Arab Emirates (UAE), clearing the way for the UAE to purchase a range of advanced technologies, including commercial satellites and semiconductors used in artificial intelligence. According to the report, the U.S. Department of Commerce is expected to issue a notice next week stating that, given the UAE’s support for U.S. positions in operations against Iran, the UAE now qualifies for more favorable treatment under U.S. export control regulations. Analysts noted that the relaxation of U.S. export controls would enable UAE-based companies to proceed with planned purchases from NVIDIA, AMD, and
U.S. Stocks Close | SK Hynix Helps Nasdaq Extend Gains to Third Straight Session, Trading Activity Slightly Cools; Meta Rallies 14% This Week, Leading the Magnificent Seven; SpaceX Hits New All-Time Low; Gold Rebounds in a V-Shaped Move but Still Ends Low
The S&P 500 rose 0.42% to close at 7,575.39. The yield on the 10-year U.S. Treasury note was unchanged at 4.56%. WTI crude oil declined 0.8% to $71.52 per barrel. Spot gold fell 0.2% to $4,113.42 per ounce. Bitcoin gained 0.9% to $63,833.