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This Week’s Market Forecast… 📊

IN PARTNERSHIP WITH NEOS INVESTMENTS

Seeking Monthly Income During Volatility? 

Perhaps it’s time to consider covered call ETFs – a market segment that’s become increasingly popular with those who desire steady income in their portfolios. 

NEOS ETFs seek monthly income, tax efficiency, and the potential for upside capture in rising markets for their investors. NEOS has set out to enhance investment portfolios with the next evolution of options-based income solutions. 

NEOS ETFs serve as a compelling income-focused alternative or complement to many of the core holdings already in investor portfolios. Investment categories include the S&P 500, Nasdaq-100, Russell 2000, Bitcoin, Bonds, Treasuries, Real Estate, and more. Their diversified ETF suite includes: 

SPYI – S&P 500 High Income ETF 

QQQI – Nasdaq-100 High Income ETF 

IWMI – Russell 2000 High Income ETF 

BTCI – Bitcoin High Income ETF 

CSHI – Enhanced Income 1-3 Month T-Bill ETF 

BNDI – Enhanced Income Aggregate Bond ETF 

IYRI – Real Estate High Income ETF 

If volatile market conditions leave you desiring passive income in your portfolio, consider learning more about NEOS ETFs at neosfunds.com. 

And give them a follow on X while you’re at it, linked here!

This week, all eyes will be on earnings reports, with a particular focus on forward guidance. Last Friday, several major banks, including JPMorgan, Wells Fargo, BlackRock, and Morgan Stanley, reported their earnings.

Despite widespread expectations that companies might withhold guidance due to the ongoing tariff uncertainty, JPMorgan surprised the market by not only exceeding earnings expectations but also raising its future guidance. Wells Fargo, on the other hand, kept its guidance unchanged, which signals stability and is a positive for investors.

Looking ahead, I’ll be closely monitoring earnings from Goldman Sachs, PNC, Netflix, and TSMC. Goldman Sachs and PNC will provide valuable insights into the state of credit and consumer conditions, while Netflix’s earnings will offer a glimpse into consumer trends through subscriber growth. TSMC is also crucial, especially given the ongoing concerns surrounding tariffs in their region.

In tariff-related news, a recent report indicated that semiconductors and chips would be exempt from new tariffs. However, they will still face a 20% tariff due to the "fentanyl" tariffs that were implemented by the Trump administration over a month ago.

On the economic data front, retail sales will be the key report to watch this week. The data, set to be released Wednesday morning, will provide a snapshot of the current consumer landscape and may reveal early signs of weakness in spending.

My advice? Focus on the positive and keep an optimistic outlook.

My Schedule This Week!

Have a Blessed Weekend!

Disclaimer: Wolf Financial does NOT offer financial advice. All content provided is strictly for informational purposes. Wolf Financial is not registered as an investment, legal, or tax advisor, nor as a broker/dealer. Please be aware that trading any stock or crypto-related asset carries inherent risks and may lead to substantial capital losses.

Disclaimers:

Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF's prospectus containing this and other important information, please call (866)498-5677 or view/download a prospectus here: SPYI | QQQI | | CSHI | BNDI | IWMI | BTCI | IYRI. Please read the prospectus carefully before you invest.

An investment in NEOS ETFs involves risk, including possible loss of principal. The equity securities purchased by the Funds may involve large price swings and potential for loss.

The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate or index. Derivative prices are highly volatile and may fluctuate substantially during a short period of time. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund’s gains or losses. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Small and medium sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history.

Investments in smaller companies typically exhibit higher volatility. Investors in NEOS ETFs should be willing to accept a high degree of volatility in the price of each fund’s shares and the possibility of significant losses.

Bitcoin Risk: Bitcoin is a relatively new innovation and the market for bitcoin is subject to rapid price swings, changes and uncertainty. The further development of the Bitcoin network and the acceptance and use of bitcoin are subject to a variety of factors that are difficult to evaluate. The slowing, stopping or reversing of the development of the Bitcoin network or the acceptance of bitcoin may adversely affect the price of bitcoin. Bitcoin is subject to the risk of fraud, theft, manipulation or security failures, operational or other problems that impact the digital asset trading venues on which bitcoin trades. The Bitcoin blockchain may contain flaws that can be exploited by hackers. A significant portion of bitcoin is held by a small number of holders sometimes referred to as “whales.” Transactions of these holders may influence the price of bitcoin. NEOS ETFs are distributed by Foreside Fund Services, LLC.