Markets & the Economy: Trump Put, Fed Put or No Put?
This content does not reflect any recommendations of Baird.
As the US economy slows into a policy fog, investors try to focus on the centerline reflectors and listen for the rumble strips that may signal a breach of the market’s benign trend. Is a ‘New Golden Age upon us’?
Add it to the ETF Line Up
New Launches: (week ending 3/14) a few highlights…
Cat Bond ETF debut... ticker refers to ‘Insurance-Linked Securities’
- ILS~ Brookmont Catastrophic Bond ETF
- OWNB~ Bitwise Bitcoin Standard Corporations ETF; holds Co’s with a least 1000 btc in corporate treasury
Defiance debuted 3 2x new funds…
- IONX~ Defiance Daily Target 2X Long IONQ ETF
- HIMZ~ Defiance Daily Target 2X Long HIMS ETF
- RKLX~ Defiance Daily Target 2X Long RKLB ETF
Saylor’s Bitcoin Bond Strategy now available in a new fund
- BMAX~ REX Bitcoin Corporate Treasury Convertible Bond; holds convertible bonds issued by Co’s incorporating bitcoin into corporate treasury
New Filings: Tuttle, Tidal, Crypto
ETF that gains when ‘stuff hits the fan’ filed with descriptive ticker
- OHNO~ Tuttle Capital No Bleed Tail Risk ETF (Invests in VIX derivatives, VIX ETP options & SP500 options)
Tidal’s 1st ETF in its new ETF Trust (Tidal Trust IV)
- SCLE~ HyperScale Leaders ETF
Big name enters XRP ETF race…$1.5T asset manager Franklin Templeton
Another AI ETF filed~ Grayscale AI Infrastructure ETF
ETF Check Up: PRIV, Gold vs BTC, VNG Put?
ETF Buzz…SPDR SSGA Apollo IG Public & Private Credit ETF
The Empire Strikes Back: Gold ETFs have reclaimed the asset crown over bitcoin ETFs thanks to its 12% gain this year.
The Trump Put & Fed Put may not be as reliable as people thought but the ‘Vanguard Put’ remains solid
- Investors have poured $1.5B/day into Vanguard ETFs; on track for one of its best quarters ever