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Positioning for Slowing Growth, Flatter Treasury Curve
April 13, 2018
Slowing growth and still-hawkish central banks are likely to drive flattening in the Treasury curve over the next month. This will bring headwinds for financial and cyclical equities in the U.S.
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“Concerted Global Growth” a Thing of the Past?
April 13, 2018
Concerted economic growth is threatening to end with data misses now a global concern. We have a line in the sand at 60% of economies growing above one-year averages. A drop below (currently 67%) would sustain higher volatility and produce larger drawdowns across risk assets.
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The End Of The Star Money Manager Era?
April 13, 2018
Where is the new crop of star hedge fund managers?
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What We’re Reading
April 13, 2018
Today's topics include investors returning to corporate bonds, the Hong Kong dollar, commodity returns, global warming, China's trade data, women-led bond fund outperformance, global M&A, market sentiment and performance during earnings seasons, global debt and Jeremy Grantham.
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Cartoons
April 13, 2018
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Corporate Buyers Returning as Treasury Yields Stabilize
April 12, 2018
Stable Treasury yields and improving risk appetite have seen U.S. credit investors begin to boost exposure again.
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Tailwinds are Forming for U.S. Dollar
April 12, 2018
We are more apt to trade with a bullish breakout by the U.S. dollar from its nasty trading range. Hard economic data in the U.S. are outperforming the Eurozone and investor flows appear ripe for a return to the U.S. from overseas.
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The FOMC Mentions Possibility Of More Rate Hikes, The Markets Remain Unconvinced
April 12, 2018
Yesterday's FOMC minutes showed many participants eyeing a faster pace of hikes than previously expected. The markets remain unconvinced.
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The End of Venezuela
April 12, 2018
Venezuela's collapse has had a direct impact on the country's crude oil production.
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What We’re Reading
April 12, 2018
Today's topics include earnings season, crude oil, stock valuations, the Phillips curve, AI, tariffs and active vs. passive investing.