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Charts of the Week
Another Run at Global Tightening
June 6, 2018
Central banks are making another abrupt run at tightening.
Charts of the Week
Fixed Income Returns Off To Bad Start In 2018
June 6, 2018
With U.S. yields on the rise in 2018, it should come as no surprise that much of the fixed income world has suffered on a return basis. For perspective, we compare current year-to-date returns to returns of previous years.
Charts of the Week
Simplification a Potential Catalyst for Pipeline ETFs
June 6, 2018
Simplification in the capital structures of a number of large oil and gas limited partnerships may be a catalyst for an industry that has been shunned by investors. ETFs focused on these mid-stream energy firms saw a surge of net inflows in April and are now +18% since the end of March.
Charts of the Week
Tough Road Back for Volatility Focused Funds
June 6, 2018
Recent growth in leveraged long volatility ETF assets has been offset by steady net outflows from short volatility funds throughout May.
Charts of the Week
Corporate Insiders Know When To Go Public
June 6, 2018
IPOs are good if you can get in on the initial offering, but don't expect outperformance in the years afterwards.
Charts of the Week
High Yield ETF Volume and Flows Update
June 6, 2018
High yield ETF volume and flows update
Charts of the Week
Investment Grade ETF Volume and Flows Update
June 6, 2018
An updated look at investment grade ETFs
Charts of the Week
Checking In On The Housing Market
June 6, 2018
An updated look at the housing market
Charts of the Week
Midterm Election Update
June 6, 2018
Many question how well the Republicans will do in the midterm election and whether their majority in the House of Representatives is at risk. Recent polling data has been trending in favor of Republicans.
Charts of the Week
Long-Term Outlook: P/E Ratio Back to 1881
June 6, 2018
A look the S&P 500 P/E ratio back to 1881.
Newsclips
Global Concerted Tightening is Here, Barring a Slowdown
June 6, 2018
Global concerted tightening is underway with emerging economies joining the chorus. The U.S. yield curve is bound to continue flattening as long as economic growth across the Eurozone and Asia Pacific are not lasting. We are closely watching the correlation between the U.S. 2-year 10-year spread and global volatility to gauge this risk.