Newsclips
Cartoons
February 27, 2018
Financial markets are betting core inflation will rise toward the Fed's target and substantiate U.S. Treasury yields, leaving other developed economies behind. Inflation expectations (i.e. TIPS breakevens) are steering the ship and a sign of investors' new found hope.
Leveraged loans will have a harder time sustaining outperformance over high yield in the next few weeks.
S&P 500 returns since the market bottomed on February 8th, 2018 have been boosted by the wasteland of trading at the 8 am and 3 pm CT hours. These are not the trading patterns enjoyed prior to the tumult of 2018.
Over 90% of companies have already reported Q4 2017 earnings and the results are on track to be the best of the post-crisis period. Full-year 2018 forecasts are on track to be among the highest ever.
We once again revisit the point that investing in Bitcoin is not for the faint of heart.
All scenarios indicate 3.0% could be a difficult threshold to break in 2018.
Three short webcasts detailing the February 23, 2018 Commitment of Traders report
Here you will find additional stories that we consider the most interesting and relevant of the day from major financial publications.
Equity and HY investors should benefit from over-weighting lower beta, less cyclical sectors
Financial sector returns suggest expectations for renewed flattening in the Treasury curve.