Weekly Market Recap: June 14, 2021
Fed Repo Operations Driving Markets
Waiting Out Inflation’s Surge
June 14, 2021
Technical Analysis Heading into Monday’s Open: June 14, 2021
Who Wears Short Shorts?
Bonds for Sale: The Fed Will Sell its ETF Stake
The US Federal Reserve (Fed) recently announced it would begin to sell down its ETF purchases made over the past year. David Mann, Franklin Templeton Head of Capital Markets, Global ETFs, revisits the topic with an eye to the future.
El Salvador Just Adopted Bitcoin as Legal Tender. Here’s Why Other Countries May Follow Suit
Can Corporate Cash Drive Further Market Growth?
UK Economy Rebounds as Covid Restrictions Are Eased
Faster growth and a recovering labor market presents a challenge for the BoE’s loose policy. The UK economy grew by 2.3% in the month of April compared to March as the easing of restrictions helped spur a resurgence in activity.
Yay, Higher CPI (Wait, What?)
Large Cap Value: Today, Tomorrow, and Going Forward
This podcast features a conversation around why large cap value is really appealing in this environment and how our Special Global Equity Team is approaching investing in the space.
June 2021 BMO Fixed Income Market Update
Though overall spreads continue to look tight in both credit and securitized sectors, we do continue to see opportunities at the sub sector and quality level as well as in security selection.
Inflation Runs Hot (Again) in May
The S&P 500 is 3-for-3 this week in teasing investors with the prospect of closing at a new record high, but failing to do so. It has been a remarkably choreographed flirtation, too.
Markets Mixed: June 10, 2021
Bonds, Gold, Inflation
Grocery Delivery Company Missfresh Files for US IPO
Top Five Insights from PIMCO’s 2021 ESG Investment Summit: Financing a More Sustainable Future
PIMCO’s annual ESG Summit – hosted virtually this year – aimed to help participants keep pace with the rapidly evolving landscape of environmental, social and governance issues within the world of investing, with a particular focus on the transition to net-zero emissions.
Is The Energy Transition Inflationary?
5 Financial Stocks To Watch In A Rising Interest Rate Environment
These financial stocks are well-positioned to benefit from a rising rate environment. Now, if you share the same sentiment that financial stocks could benefit from rising rates, do you have these top financial stocks, available to purchase on the stock market, on your watchlist right now?
Is a Deflationary Environment Building?
Yes, job growth for May was only 559,000 and expectations were only 650,000, so why did we just point to 1 million as being the benchmark? Not so much because of ADP, but instead of the feared hot read.
May Flash Flows: Cyclicals Keep Running to Records
ETFs took in $65 billion in May, their 7th consecutive month with more than $50 billion of flows — a record streak coinciding with $548 billion of flows in those months.
Have We Entered ‘The Great Inflation 2.0’?
Remarkable Interest Rate Action
This morning, the closing high will be put to the test again and it’s looking as if the S&P 500 will get a passing grade — initially anyway.
Weekly Market Recap: June, 7, 2021
Economic Update: June 7, 2021
The May jobs report showed moderate improvement in the labor market as firms make some progress in filling a record number of openings, but reflects an uneven recovery as a surging post-pandemic economy bumps up against labor supply constraints.
Paging Dr. Goldilocks
Trading the Jobs Report Into Next Week
It is Jobs Friday and today’s Nonfarm Payroll report for May will prove pivotal. It comes on the heels of April’s disappointment and when those Federal Reserve officials who are more hawkish have again begun talking about, talking about tapering bond purchases.