Currencies
Crypto Washout
June 11, 2018
The positive feedback loop between publicity and higher prices for cryptocurrencies has reversed. Search interest is falling along with prices.
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Markets
Wage Growth Forecasts are Tempering
June 7, 2018
Wage growth expectations are tempering toward 2.8% year-over-year by the end of 2018. Slowing consumer search trends (Google) and difficulty for employers to find quality labor are helping keep a lid on improving wages.
Markets
Another Run at Global Tightening
June 6, 2018
Central banks are making another abrupt run at tightening.
Markets
Fixed Income Returns Off To Bad Start In 2018
June 6, 2018
With U.S. yields on the rise in 2018, it should come as no surprise that much of the fixed income world has suffered on a return basis. For perspective, we compare current year-to-date returns to returns of previous years.
Markets
Simplification a Potential Catalyst for Pipeline ETFs
June 6, 2018
Simplification in the capital structures of a number of large oil and gas limited partnerships may be a catalyst for an industry that has been shunned by investors. ETFs focused on these mid-stream energy firms saw a surge of net inflows in April and are now +18% since the end of March.
Markets
Tough Road Back for Volatility Focused Funds
June 6, 2018
Recent growth in leveraged long volatility ETF assets has been offset by steady net outflows from short volatility funds throughout May.
Markets
Corporate Insiders Know When To Go Public
June 6, 2018
IPOs are good if you can get in on the initial offering, but don't expect outperformance in the years afterwards.
Markets
High Yield ETF Volume and Flows Update
June 6, 2018
High yield ETF volume and flows update
Markets
Investment Grade ETF Volume and Flows Update
June 6, 2018
An updated look at investment grade ETFs
Economy
Checking In On The Housing Market
June 6, 2018
An updated look at the housing market
Politics
Midterm Election Update
June 6, 2018
Many question how well the Republicans will do in the midterm election and whether their majority in the House of Representatives is at risk. Recent polling data has been trending in favor of Republicans.
Markets
Long-Term Outlook: P/E Ratio Back to 1881
June 6, 2018
A look the S&P 500 P/E ratio back to 1881.