Charts of the Week
A Look At YTD Bond Total Returns
October 25, 2017
Use the interactive chart below to view total returns for all bond sub-indices.
Use the interactive chart below to view total returns for all bond sub-indices.
Barron’s – David Kelly: After 9 Years of Upside, Expect Rougher Times JPMorgan’s David Kelly cautions investors about overvalued assets this late in a cycle. On growth, if real GDP did grow by 3% or better in the third quarter, it will serve as one further reminder that, despite the human hardship caused by hurricanes, their… Continue reading Overvalued Asset Prices
Use the interactive chart below to view total returns for all commodity sub-indices.
The Telegraph – Investors brace for years of crisis in Spain as Catalan drama escalates The escalating constitutional crisis in Spain poses a direct threat to the country’s fragile economic recovery, stoking worries that Madrid may ultimately need a fresh financial rescue from the EU bail-out fund. Calls for “massive civil disobedience” from Catalan nationalists and menacing noises from… Continue reading Why The Crisis In Spain Could Take Years To Solve
The Financial Times – Why credit is the Hotel California of markets The big lesson digested by investors since the financial crisis is that you need to own yield, and the money gushing into bond funds remains immense. About $241bn flowed into US high grade bond funds and exchange traded funds in the first nine months… Continue reading Corporate Debt
Bloomberg – There’s Now a Cryptocurrency Fund-of-Funds Just a year ago there were hardly any dedicated cryptocurrency funds, now investment in the sector has mushroomed enough that the first funds-of-funds are emerging. Serial entrepreneur and venture capitalist Rick Marini wants to raise $100 million to invest in 10 crypto-focused hedge funds. The fund, called Protocol Ventures,… Continue reading A New Fund of Funds For Crypto-focused Hedge Funds
The Financial Times – Einhorn stocks: halo pay high Bruised by bad bets against Tesla, hedge fund manager David Einhorn ponders whether equity investors have forsaken traditional valuation methods in favour of funding companies which change the world. Mr Einhorn thinks, logically, that the electric carmaker might help save the planet but will never produce the… Continue reading Einhorn Worries About Tech Stock Valuations
The Wall Street Journal – University of Wisconsin Business School to Vote on Halting M.B.A. Admissions Officials at the Wisconsin School of Business have proposed suspending admissions to its full-time master’s in business administration program for a year. At a time when students want shorter, more targeted degrees, the school at the University of Wisconsin-Madison may… Continue reading The University Of Wisconsin May Suspend Their MBA Program For A Year
Bloomberg – Hawkish ECB Tapering Surprise to Give Bigger Jolt to Euro, Bunds Euro may hit $1.20, bund yields climb to 2-year high: survey A decision by the European Central Bank to limit monthly bond purchases to as little as 20 billion euros may jolt the euro and German bonds more than other potential tapering… Continue reading Assessing the Impact of Shrinking Central Bank Balance Sheets
ETF inflows have been relentless and are helping the market grind higher amid low volatility. The high yield market might be the most dependent on these flows...
Financial Times – Commodity traders and farmers on edge over risk of La Niña Weather phenomenon could cause havoc to coffee and soyabean production Although grains and oil seeds prices have been largely remained flat in recent months, with corn trading at about $3.50 a bushel in Chicago and soyabeans remaining below $10, plentiful harvests in… Continue reading Heating Oil Supplies Look Tight with La Niña Still Possible