The assault on investment grade corporates has subsided with stable U.S. Treasury yields. But, the rise of near zombie companies across numerous industries will again exacerbate losses when yields finally ascend to new heights.
Falling industrial metals are likely to drag economic growth below average for Asia Pacific economies. Opportunities in Asian emerging market bonds might be opening up despite the shaky outlook for growth.
Today's topics include FAANMG stocks, Powell on the yield curve, trade wars, more on Russian liquidation of Treasuries, preparing for the death of LIBOR, commodities continue their slide and Bitcoin.
Low fee equity ETFs have seen much higher returns than high fee equity ETFs in 2018.
While the majority of fixed income ETF assets are in low-cost funds, returns of this group have lagged the more expensive funds in 2018.
What if we created a 12th sector that included Facebook, Apple, Amazon, Netflix, Microsoft and Google?
Energy has been one of the few bright spots for commodities this year. Ex-energy commodities have rarely seen such poor returns.
Democrats' odds of controlling the House after the midterm elections have increased slightly over the past few weeks.
Capital outflows are still plaguing China as its citizens try to move money away from the grasp of its government.
An updated look at high yield ETFs
3-month yields top 2% for the first time since 2008.