Tag Archives: Monthly Reports

March 20, 2018

Inflation Watch – Charles Evans Wants To Wait Out ‘Anomalous’ Data Before Committing To A Hike
Posted By Greg Blaha | Monthly Reports, Newsclips

Cell phone services have acted as a substantial drag on headline CPI over the past year, but this trend is likely about to come to an end. Charles Evans wants to see the dust settle before committing to further hikes.... Read More

March 16, 2018

Monthly Reports

TIC Update – China Buying USTs, Tends to Coincide with Strong Consumer
Posted By Ben Breitholtz | Featured, Monthly Reports, Newsclips, Treasury Intl Capital Movements

China is expected to remain a buyer of U.S. Treasuries, which tends to occur with a strong U.S. consumer and rising yields. In other words, China's purchases are not a reason to get bullish on U.S. Treasuries. ... Read More

March 6, 2018

Monthly Reports

Mutual Fund Flows – Detailing Passive and Active Flows
Posted By Ryan Malo | Fund Flows Update, Newsclips

Flows into ETFs since 2001 show an investor preference for passive investment vehicles over actively managed mutual funds.... Read More

March 1, 2018

Monthly Reports

Total Return Review: Stock and Bond Total Returns Through February 2018
Newsclips

Stock and bond total returns through February 2018... Read More

February 16, 2018

Monthly Reports

TIC Update – Foreigners Loved Equities In December
Newsclips

Bloomberg – China Holdings of U.S. Debt Rose in 2017 by Most in Seven Years China increased its holdings of U.S. Treasuries last year by the most since 2010, in a signal its demand for American debt remains resilient. The... Read More

February 14, 2018

Monthly Reports

Inflation Watch – Will Today’s CPI Beat Be The Straw That Broke The Equity Market’s Back?
Monthly Reports, Newsclips

Bloomberg – U.S. Consumer Prices Rise More Than Forecast on Apparel Costs U.S. consumer prices rose by more than projected in January as apparel costs jumped the most in nearly three decades, adding to signs of an inflation pickup that... Read More

February 2, 2018

Monthly Reports

Total Return Review: A Look at Stock and Bond Total Returns Through January 2018
Newsclips

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January 18, 2018

Monthly Reports

TIC Update – China’s Holdings Of U.S. Treasuries Fall
Newsclips

Bloomberg Business – China?s Holdings of Treasuries Slump to Lowest Level Since July China?s holdings of Treasuries fell to a four-month low even as its foreign-exchange holdings increased in November, in a potential sign the world?s second-largest economy is curbing its... Read More

January 12, 2018

Monthly Reports

Inflation Watch – Core Inflation Rises, But Still Well Short Of Fed’s 2% Target
Monthly Reports, Newsclips

Bloomberg – U.S. Core Inflation Accelerates The underlying pace of U.S. inflation unexpectedly accelerated in December amid increased housing costs, reinforcing the outlook for the Federal Reserve to raise interest rates several times in 2018. Excluding food and energy, the so-called... Read More

January 3, 2018

Monthly Reports

Total Return Review: A Look at Stock and Bond Total Returns Through December 2017
Newsclips

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December 13, 2017

Monthly Reports

Inflation Watch – Energy Props Up The Headline Number
Posted By Greg Blaha | Monthly Reports, Newsclips

Bloomberg – U.S. Inflation Picks Up on Energy Costs; Core Gauge Slows U.S. inflation picked up in November thanks to a jump in energy prices yet unexpectedly cooled when excluding food and fuel costs, which could factor into Federal Reserve... Read More

December 5, 2017

Monthly Reports

Total Return Review: Stock and Bond Returns Through November 30, 2017
Posted By Ryan Malo | Newsclips

Comment The tables below show total returns through November 30, 2017. Click here for a printable PDF. ... Read More

November 17, 2017

Monthly Reports

TIC Update – China And Japan’s Treasury Holdings Fall
Newsclips

The Financial Times – China and Japan?s US Treasury holdings dip in September The value of US Treasuries held by China and Japan, the US?s two largest creditor nations, dipped in September alongside a selloff in the country?s debt. Treasuries held... Read More

November 15, 2017

Monthly Reports

Inflation Watch – Traders At Odds With Economists On Inflation Prospects
Posted By Greg Blaha | Monthly Reports, Newsclips

Traders and economists are at odds over inflation expectations. Both can point to data in support of their views.... Read More

October 18, 2017

Monthly Reports

TIC Update – China Buying USTs, but Do Not Get Too Excited
Posted By Ben Breitholtz | Newsclips

Bloomberg – China’s Treasury Holdings Rose in August to Highest in Year China holds $1.2 trillion in Aug., up $34.5 billion from July China?s holdings of U.S. Treasuries rose in August to the highest in more than a year as... Read More

October 3, 2017

Monthly Reports

Total Return Review – The S&P 500 Goes Streaking
Posted By Greg Blaha | Newsclips

Pension Partners – Is the S&P the New Money Market? The words ?dangerous? and ?stocks? used to be synonymous. That equities were a risky investment was a given. All that seems to have changed. I was recently asked if it... Read More

September 15, 2017

Inflation Watch – Odds Of December Rate Jump After Uptick In Inflation
Monthly Reports, Newsclips

Bloomberg Business – U.S. Inflation Picks Up, Ending Five-Month Streak of Misses Consumer-price index increased 0.4% m/m (est. 0.3% gain) after 0.1% rise the prior month; rose 1.9% y/y (est. 1.8%) Inflation may finally be getting back on track to reach... Read More

September 1, 2017

Monthly Reports

August Total Return Review
Newsclips

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August 15, 2017

Inflation Watch Update
Newsclips

OPEN Inflation Watch Update The attached tables update inflation rates through July 2017. This month, we also take a look at interesting pictures of inflation. ... Read More

August 1, 2017

Monthly Reports

Total Return Review – The Dollar’s Rough Start To 2017
Posted By Greg Blaha | Newsclips

The Financial Times – Dollar eyes worst first 7-month start in 31 years The dollar is on track for its worst seven-month start to the year in over three decades as a more hawkish European Central Bank and growing legislative... Read More

Inflation Watch – Charles Evans Wants To Wait Out ‘Anomalous’ Data Before Committing To A Hike Posted By Greg Blaha | Monthly Reports, Newsclips

TIC Update – China Buying USTs, Tends to Coincide with Strong Consumer Posted By Ben Breitholtz | Featured, Monthly Reports, Newsclips, Treasury Intl Capital Movements

Mutual Fund Flows – Detailing Passive and Active Flows Posted By Ryan Malo | Fund Flows Update, Newsclips

Inflation Watch – Will Today’s CPI Beat Be The Straw That Broke The Equity Market’s Back? Monthly Reports, Newsclips

Inflation Watch – Core Inflation Rises, But Still Well Short Of Fed’s 2% Target Monthly Reports, Newsclips

Inflation Watch – Energy Props Up The Headline Number Posted By Greg Blaha | Monthly Reports, Newsclips

Total Return Review: Stock and Bond Returns Through November 30, 2017 Posted By Ryan Malo | Newsclips

Inflation Watch – Traders At Odds With Economists On Inflation Prospects Posted By Greg Blaha | Monthly Reports, Newsclips

TIC Update – China Buying USTs, but Do Not Get Too Excited Posted By Ben Breitholtz | Newsclips

Total Return Review – The S&P 500 Goes Streaking Posted By Greg Blaha | Newsclips

Inflation Watch – Odds Of December Rate Jump After Uptick In Inflation Monthly Reports, Newsclips

Total Return Review – The Dollar’s Rough Start To 2017 Posted By Greg Blaha | Newsclips

Inflation Watch – Charles Evans Wants To Wait Out ‘Anomalous’ Data Before Committing To A Hike
Posted By Greg Blaha | Monthly Reports, Newsclips

TIC Update – China Buying USTs, Tends to Coincide with Strong Consumer
Posted By Ben Breitholtz | Featured, Monthly Reports, Newsclips, Treasury Intl Capital Movements

Mutual Fund Flows – Detailing Passive and Active Flows
Posted By Ryan Malo | Fund Flows Update, Newsclips

Inflation Watch – Will Today’s CPI Beat Be The Straw That Broke The Equity Market’s Back?
Monthly Reports, Newsclips

Inflation Watch – Core Inflation Rises, But Still Well Short Of Fed’s 2% Target
Monthly Reports, Newsclips

Inflation Watch – Energy Props Up The Headline Number
Posted By Greg Blaha | Monthly Reports, Newsclips

Total Return Review: Stock and Bond Returns Through November 30, 2017
Posted By Ryan Malo | Newsclips

Inflation Watch – Traders At Odds With Economists On Inflation Prospects
Posted By Greg Blaha | Monthly Reports, Newsclips

TIC Update – China Buying USTs, but Do Not Get Too Excited
Posted By Ben Breitholtz | Newsclips

Total Return Review – The S&P 500 Goes Streaking
Posted By Greg Blaha | Newsclips

Inflation Watch – Odds Of December Rate Jump After Uptick In Inflation
Monthly Reports, Newsclips

Total Return Review – The Dollar’s Rough Start To 2017
Posted By Greg Blaha | Newsclips