Newsclips
What We’re Reading
March 1, 2018
Here you will find additional stories that we consider the most interesting and relevant of the day from major financial publications.
Here you will find additional stories that we consider the most interesting and relevant of the day from major financial publications.
Tech ETFs have been in favor since the latest risk-on move began in May 2017. Meanwhile, consumer staple, utility and real estate ETFs have seen net outflows
With yields on the rise, we break down negative-yielding sovereign debt by country. We also break down sovereign debt by interest rate ranges.
The housing market ended 2017 on a positive note.
By some metrics, if the midterm election were held today, the race for House majority would end in a photo finish.
Since the 2016 election, hedge funds have underperformed stocks by a wide margin.
Stocks are up over 30% on a total return basis since the 2016 U.S. Presidential election.
Commodities are up over 6% on a total return basis since the 2016 U.S. Presidential election.
Treasuries are down almost 3% on a total return basis since the 2016 U.S. Presidential election.
Investors are now in the 'put up or shut up' phase by demanding realized inflation and wage growth to build more inflation and hawkish action into safe and risk assets. Consumer trends have mildly softened to begin 2018, making upcoming personal spending and inflation releases critical.
The October 2017 La Niña cycle is heading for the door and most markets hardly knew she was here.