Doomsday Indicator or Rare Opportunity
ETFs to the Rescue?
Growth Stocks Ready to Rebound
Growth stocks had a tough go of it yesterday, but when the going gets tough, the tough get going. Many are on the rebound this morning, evidenced by the 96-point gain in the Nasdaq 100 futures, which are trading 0.7% above fair value.
The Australian Labor Market Looks Set For A Bull Run
AUD up on strong data, higher commodity prices and weaker USD. Oil rebounds after last week’s plunge on hopes of recovery.
The ‘MEH’ Stock Market
Sometimes good economic news isn’t good for stocks. Here’s why we’re seeing such a moment right now.
Trading Choppiness in May
With U.S. benchmarks trading near record highs, the first trading day of the month started strongly, but finished on soft footing.
Add To Value, Cyclicals
Economic Update: May 3, 2021
1Q21 real GDP grew at a 6.4% q/q seasonally adjusted annual rate. Increases were broad based, with the exception of trade and inventories.
Global Sustainable Equity: News and Opportunities (April 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities at Janus Henderson, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.
5 Reasons Why Sensex Plunged 984 Points Today
Blowout Earnings, Dovish Fed and SOTU…and Inflation
Rates Rise After Biden Speech and Strong GDP
Doves flew yesterday as the Federal Reserve reiterated steadfast support for the economy and that it is not yet thinking about tapering its unprecedented asset purchases.
Fixed Income: Global Yield Curves
Fiscal Fails to Disappoint
Fed Watch: Same as It Ever Was
Three down, five more to go…FOMC meetings, that is. And you know what? Nothing has really changed.
A New Framework to Weather the Inflationary Storm
Markets Higher on Fed Comments
The Fed, Apple, SOTU and Volatility
Bonds Are Getting More Interest
Rethinking Cash Holdings to Avoid Near‑Zero Yields
Since the disruptions that roiled financial markets in March 2020, investors have turned more to cash and other short-term instruments typically associated with risk aversion and preservation of capital and liquidity.
A Roadmap for the Fed and Biden’s Spending Plan
It is Fed Day; a policy decision is released at 1:00 pm CT and followed by Chair Powell’s press conference at 1:30 pm CT.
Spotting Trends: Position for Rates, Reflation and Reopening
Markets Contend with A Week of Surprises
The Bank of Canada took a hawkish turn, the Biden administration floated a tax hike proposal, and earnings season could break a record for positive surprises. Here’s a round-up of key events from the past week, and what we’re watching on the horizon.