Newsclips
What We’re Reading
August 13, 2018
Today's topics include the crisis in Turkey, ETFs as liquidity providers, QE's effect on the curve and risk premium, the future of active management, thoughts from Camp Kotok and machine learning.
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August 13, 2018
Newsclips
Monetary Policy Uncertainty Awakes, EM Slow-down a Concern
August 10, 2018
Emerging market economic growth has slowed to a point unfavorable for emerging market currencies and favorable for the U.S. dollar. Monetary policy uncertainty should also rise in this environment.
Newsclips
Things Are Heating Up in the U.K.
August 10, 2018
U.K. residents are seeing some relief from high temperatures but the heat wave has had a real impact on consumers. Efforts to beat the heat accompanied a rebound in search traffic related to the energy sector. The outlook for U.K. equities is getting brighter.
Newsclips
What Replaces ETFs? Subscribing to Stock Lists?
August 10, 2018
While everyone is obsessing about ETFs consuming the financial industry, and now at zero fees to boot, quietly a new disruptive force may be coming ... abandoning the fund structure altogether in favor of "subscribing" to stock lists, made possible by fractional share ownership.
Newsclips
What We’re Reading
August 10, 2018
Today's topics include Charlie Evans, big data, Japanese Bond trading, the crisis in Turkey, currency and local stock market correlations, growth expectations, Chinese bonds. currency market volatility, corporate bonds, home prices, the trade war, why macroeconomics is hard, what worries investors and a new online prediction market.
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Cartoons
August 10, 2018
Newsclips
Ultra-low Asset Class Returns, Awaiting a Volatility Revival
August 9, 2018
Asset allocators are facing an ultra-low return environment aided by a lack of economic surprises and ultra-low volatility in inflation expectations. We are closely watching inflation swap cap/floor ratios to signal a volatility revival.
Newsclips
Chinese Yuan May Weather the Storm
August 9, 2018
Though the Chinese yuan is still perilously close to its key thresholds, regional economic growth is improving and capital outflows have not reared their head.
Newsclips
What We’re Reading
August 9, 2018
Today's topics include the future of money management, quant funds, Turkey, Italy, Wall Street Is Bullish, the yield curve, Saudi Arabia, The EU, valuations, the mid-term election, the job market and FRED.
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Cartoons
August 9, 2018
Charts of the Week
The Divide Between High Income & Low Income Economies
August 8, 2018
Data from the World Bank shows the huge divide that still exists between high income and low income countries.