Newsclips
Bank of Canada Sets Stage for Summer Rate Hike
May 2, 2018
Stabilization in Canadian economic growth and rising inflation are likely to see the Bank of Canada raising interest rates along with the Fed this summer.
Search
Found 40611 Results
Page 761 of 3385Fund Flows Update
Monthly Fund Flows – Detailing Active and Passive Flows
May 2, 2018
Monthly fund flows through March 31, 2018.
Newsclips
Total Return Review – A Look at Stock and Bond Total Returns Through April 2018
May 2, 2018
Stock and bond total returns through April 2018.
Newsclips
What We’re Reading
May 2, 2018
Today's topics include global 10-year yields, strong earnings, higher inflation and Fed policy, markets relying on central banks, slowing productivity, Eurozone growth and global volatility.
Newsclips
Cartoons
May 2, 2018
Newsclips
Consumer Still Reluctant to Ramp Up Spending
May 1, 2018
The consumer appears mostly healthy, but still reluctant to make big ticket purchases. Credit card debt is rising, but not out of line with historical standards. Some warts regarding wages keeps our focus on non-cyclical, defensive sectors. Additionally, long-end U.S. Treasury yields will likely struggle to rise until these warts are removed.
Newsclips
Brighter Outlook for Downtrodden Consumer Staples
May 1, 2018
Consumer staples ETFs are now the worst performing sector funds over the past 12 months. The outlook is brightening for parts of the sector though. Relief from rising interest rates may be a catalyst for outperformance.
Newsclips
Jim’s View: Don’t Sweat Chinese Treasury Buyers
May 1, 2018
China is more dependent on its trade relationship with the US than the US is with China. The Chinese economy needs to reinvest its trade money back into dollar assets more than the US needs the money.
Newsclips
What We’re Reading
May 1, 2018
Today's topics include Treasury borrowing, concern about the Fed, tech on Wall Street, the VIX, big data, the correlation between stocks and bonds, $300 oil, the BoE rate hike, the economic expansion, tariffs, the labor market and the bond bear market.
Newsclips
Cartoons
May 1, 2018
Newsclips
Monetary Policy Uncertainty Near Post-Crisis Lows
April 30, 2018
Anyone believing the U.S. 10-year note yield hitting 3.0% or core inflation reaching the Fed's target of 2.0% would induce higher U.S. Treasury volatility is thus far sadly mistaken. Monetary policy uncertainty across major central banks is near post-crisis lows, especially with the ECB and BoJ months away from discussing their own exit from quantitative easing.
Newsclips
Could The Fed Hike This Week?
April 30, 2018
Traders know this is a non-presser meeting, but the fact that the odds of a hike are still 35% show many believe a hike would be prudent. We wouldn't go so far as expecting a hike, but if the Fed ever wanted to make a move at a non-presser meeting, the markets may be giving them enough leeway to do so.