Megacap Weakness, AI Momentum, and Hawkish Fed Repricing Drive Markets

Published on July 1, 2026

Geopolitics, artificial intelligence, and inflation each took their turn commanding market attention last week. U.S. equities were mixed, as a pullback in technology names masked broadening performance beneath the surface.

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SEC Mulls New ETF Rules as $16 Trillion Boom Disrupts Status Quo

July 1, 2026
The US Securities and Exchange Commission is signaling a potential rethink of how it oversees exchange-traded funds after a recent wave of filings for prediction-market ETFs prompted fresh scrutiny of the existing regulatory framework.

Benchmarks Are Broken: Remedying Fixed Income

July 1, 2026
Benchmarks are broken. That was the premise established in a conversation with Samarth Sanghavi, head of fixed income index product at TMX VettaFi, when the problem was first addressed in a previous article. TMX VettaFi creates innovative index solutions, and with the premise established that benchmarks are indeed broken, here is the fix.