The Bloomberg Treasury Index (blue line below) is down slightly (-0.05%) since the Brexit vote. The Bloomberg High Yield Index (blue line below) is up 14.34% since the Brexit vote. The Bloomberg Investment Grade Index (black line below) is up 4.50% since Brexit. Use the interactive chart below… Continue reading Bond Total Returns Since The Brexit Vote
The Bloomberg Commodity Index is down 3.27% since the Brexit vote. The Bloomberg Industrial Metals sub-index leads the commodity sub-indices, up 30.29% The Bloomberg Energy Index (blue line below) is down 7.19% since the Brexit vote. Use the interactive chart below to view any of the commodity sub-groups.
The Federal Reserve recently updated its Flow of Funds data through Q2 2017. Below we highlight some of the data covering the equity markets. Our complete collection of charts can be found here.
The Federal Reserve recently updated its Flow of Funds data through Q2 2017. Below we highlight some of the data covering the real estate markets. Our complete collection of charts can be found here.
We have aggregated a series of metrics assessing business innovation, regulatory environment, energy access, and renewable energies. Data sources range from The World Bank to mining social media and search trends. Higher index values indicate better conditions for economic growth in the new world of technology and renewables.
The first three charts below are updated through August 2017. The Case-Shiller chart is updated through July 2017.
Summary The Federal Reserve’s own words are showing a heightened level of concern and confusion over the outlook for inflation. Nonetheless, job gains remain a key driver for rate hike timing. But, bond investors continue to see little uncertainty over a low growth and inflation outlook. The prospects of another rate hike sending the fed… Continue reading The Federal Reserve is Confused, but Not Bond Investors
Bloomberg Gadfly – Lisa Abramowicz: Yellen’s Masterful Bond-Market Puppet Show At the same time, a big minority of investors seem to think the central bankers will be forced to slow down and reassess their approach because of a weaker-than-expected U.S. economy. Some will point to the narrowing yield curve to prove this; the gap between yields… Continue reading Yellen And The Bond Market
Bloomberg – Yellen Says Imprudent to Stay On Hold Until Inflation at 2% Chair says Fed should be ‘wary of moving too gradually’ Yellen, in her most detailed speech on inflation risks this year, described three areas of uncertainty in the inflation outlook. “My colleagues and I may have misjudged the strength of the labor market,… Continue reading Yellen Chimes In On The Inflation Target
CNBC.com – Trader believes gold’s run is done, and here’s how he’s betting against the metal Tuesday on CNBC’s “Trading Nation,” Gordon explained that there were two reasons why he wanted to be short gold. First, Gordon points to the metal’s inverse relationship to the U.S. dollar. Comparing a chart of the gold-tracking ETF GLD to… Continue reading What Happened to Gold?
Reuters – EMERGING MARKETS-Rising dollar pounds emerging markets, Turkish assets fragile Emerging market equities traded near three-week lows on Wednesday, pounded by the rising dollar and higher U.S. yields, while Turkey’s lira fell a mid-July low on fears of fallout from neighbouring Iraqi Kurdistan’s independence vote. The dollar is close to one-month highs and 10-year Treasury… Continue reading Strong Dollar Denting Enthusiasm for Emerging Markets