Bonds, ETFs and The Currency Connection (SHV, SHY, IEI, TLT, TIP, EMB)
Matt Tucker: The US dollar is rallying and you own a bond or a bond ETF. Quick – what effect will this rally have on your bond’s payouts? Read more…
|
|
Matt Tucker: The US dollar is rallying and you own a bond or a bond ETF. Quick – what effect will this rally have on your bond’s payouts? Read more…
Chris Ciovacco: The media likes to imply the Fed is on the verge of cranking up QE3. Here is Reuters take on Wednesday’s Fed statement and press conference: Read more…
Chris Ciovacco: As we noted on November 1, a rally back toward 1,250 is well within bear market bounds. How we rally (volume, conviction, etc.) will tell us quite a bit about the odds of a more lasting upside move in stocks. We also outlined in a recent video reasons why the improvement in market breadth does Read more…
Stoyan Bojinov: Volatility swept over the markets as investors were taken by surprise on Tuesday after Greek Prime Minister George Papandreou called for a referendum to the three-pronged “bailout plan” agreed upon in Brussels last week. Domestic equity indexes tumbled upwards of 2% for the day as investors Read more…
Justice Litle: For the 30 year period between 1981 and September 30th 2011, government bonds outperformed stocks. What does it mean? “Stocks for the long run” is a famous mantra of Wall Street. A distinguished academic, Professor Jeremy Siegel, even wrote a book with exactly that title. Read more…
Corey Rosenbloom: If you’re looking at the Stock Market only, you’re likely missing the other side of the coin which is the Bond Market. With the recent surge through resistance in stocks, let’s get a check-up on the break under support in popular bond funds iShares Barclays 20+ Year Treasury ETF Read more…
Martin Hutchinson: I’ve made no secret of my aversion to Treasury bonds. Yields right now are irrationally low, and thus do not accurately reflect U.S. credit risk. Read more…
Russ Koesterich: Call #1: Reiterate Long-Term Overweight of Corporate and Municipal Debt Over Treasuries Read more…
Russ Koesterich: While emerging markets are not without their share of macroeconomic problems, they are not experiencing the same sovereign debt problems as their developed market neighbors. In fact, the world’s sovereign debt problems are centered in developed markets such as Europe, the United Read more…
Eric Dutram: Earlier this week, Northern Trust, the Chicago-based asset manager best known for its banking and wealth management divisions, announced a second foray into the Exchange-Traded Fund world with the debut Read more…
Eric Dutram: With all the money printing from the Fed and gold approaching historic levels, it is clear that many investors are growing increasingly worried about the prospect of inflation striking their portfolios in the near term. Since the economy still remains incredibly weak, more quantitative easing cannot be ruled out at Read more…
Ron Rowland: Ben Bernanke keeps saying the Federal Reserve will do “everything it can” to encourage economic growth. But his first two “quantitative easing” programs were no help for average Americans. They were very beneficial for Wall Street, though, so the big banks want more. Read more…
NYSE:GTIP, NYSE:IPE, NYSE:LTPZ, NYSE:STIP, NYSE:STPZ, NYSE:TIP, NYSE:TIPZ, NYSE:WIP, SCHP
The summer of 2011 is shaping up a lot like that of 2010. Yet again, fears in the euro-zone have sparked massive sell-offs in global equities, as more countries become at risk of defaulting this year. Worries over the U.S. economy are also a major factor in the market slump, as many analysts have Read more…
Wednesday was yet another range-bound day on Wall Street. Stocks opened higher, but proceeded to sell-0ff before noon, ending up basically where they started the week. Continuing uncertainty and a lack of key economic data releases makes investing in the current environment that much more Read more…
Of all the challenges that an ETF portfolio manager faces, successfully tracking a fund’s benchmark index can be one of the most difficult – and most important. Add to this the fact that many fixed income indexes hold thousands of securities, the majority of which are unavailable for trading. Read more…
Most Comments