Newsclips
Total Return Review: Updating the Global Agg’s Losing Streak
April 1, 2022
The Bloomberg Global Aggregate Index extended its losing streak to eight straight months, a feat not seen in its 32 years of history.
The Bloomberg Global Aggregate Index extended its losing streak to eight straight months, a feat not seen in its 32 years of history.
Today's topics include Is a food crisis coming?, Goldman is ground zero of returning to the office five days a week, S&P 500 tech dominance to be cut, negative-yielding debt pile shrinks, after record earnings, real interest rates, dollar dominance & Russian sanctions, M&A slowdown, Bank of Japan struggles to keep the reins, mortgage rates shoot higher, new Eurozone inflation record, and Russian removal from bond indexes
A record 16 of 16 Fed officials reported upside risks to inflation in March, but this comes amidst high uncertainty.
As spring gets underway, seasonal trends in the bond market shift to a more bullish tone.
The dollar and the euro account for 76.5% of all global payments through SWIFT.
Ethereum recently took one step closer to its goal of becoming a proof of stake blockchain.
The market continues to get more aggressive in pricing in rate hikes. The fed funds futures market currently expects three straight meetings of 50 bps hikes.
Updating the growth in central bank balance sheets
A long-term look at U.S. farmland
Some interesting charts from our recent posts
Despite stocks massively outperforming bonds since QE began in 2009, bond funds have seen much larger inflows.