China Data Paints Mixed Picture
Following the inking of the initial phase of U.S.-China trade deal, economic data showed slower growth in China but positive sparks in output and sales data. Cautious optimism hangs in the air as U.S. equities trudge to new record highs.
2020 WEF Report: Climate Crisis Tops World...
The World Economic Forum's '2020 Global Risks Perception Survey' ranked climate change risks as the top five long-term risks, ahead of cyberattacks, global governance failure and assets bubbles. The 50th WEF in Davos will focus on international solidarity.
2020 economic watchlist: Manufacturing,...
Economist Darrell Spence shares the key factors he’s tracking for the U.S. economy in 2020. Watch the full 2020 Outlook video from which this excerpt was taken for an opportunity to earn CE credit.
The U.S. China Trade Deal "Paradox"
Eighteen months into the Trade War, The U.S. and China just signed a phase one deal at the White House. President Trump called it a "momentous step" and China agreed to buy an additional $200 billion of U.S. goods over the next two years. Still, tariffs remain on the table and it's only a partial agreement between the world's two largest economies. Invesco Chief Global Market Strategist Kristina...
The ETF Show - Getting Strategic
Thematic and alternative investment strategies present opportunities and options for diversification. Laton Spahr, President of ALPS Advisors, considers how ETFs provide exposure to thematic investing and how the investment strategy may deliver better performance. Brandon Rakszawski, Director of ETF Product Development at VanEck, takes a closer look at alternative income strategies in the search...
1Q20 Update: Sustainability Leaders Strategy...
Portfolio Manager Derek Deutsch highlights strong contributions from IT companies, a rebound in health care and weighs opportunities and risks facing markets in 2020.
U.S.-China Trade Deal: Brief Reprieve or...
U.S. and China signed an initial trade deal that will roll back tariffs and increase purchases of American goods and services. Vested's Chief Economist, Milton Ezrati, examines the global economic outlook for 2020 and considers how monetary policy, politics and the regulations could affect the broader market.
Markets Eye Earnings & U.S. China Trade...
4th Quarter Earnings season just kicked off! A strong spot for Wall Street seems to be bond-trading. In non-earnings news, the Fed comes out with its Beige Book Wednesday. Markets will also be keeping a close eye on trade and the phase one trade deal that is expected to be signed.
US Treasury Drops China's Currency...
The US Treasury Department removed its designation of China as a currency manipulator. Top officials from US and China are scheduled to sign phase one of the US-China trade agreement.
4 Drivers of Return in the Bond Market
No single fixed income factor works in every market, so it’s important to have a flexible strategy. Here’s how Gene Tannuzzo is looking at duration, credit, currency and inflation risks today.
Dow Tops 29K as US Hiring Slows
The U.S. employment report showed NFP missing expectations for the final month of 2019. The equity benchmarks touched new record highs even as hiring slowed and wage growth eased in December.
Trade Optimism Ahead of D.C. Gathering
Washington and Beijing are expected to ink the first phase of a trade agreement in D.C. The global economy faces headwinds while negotiations for the next phase of the trade deal could present elevated risk and uncertainty.
The ETF Show - Market Outlook 2020
2019 marked the second-strongest year for net inflows for the exchange-traded product industry with U.S. fixed income ETFs topping equity ETF inflows. Mark Carver, Executive Director...
2020 Monetary Policy Outlook
There’s a high likelihood that the Fed continues easing in 2020, given risks to growth.
Bond King Says 35% Risk of Recession in 2020
As we usher in a new decade, Bond King Jeff Gundlach says it won't be the "Roaring 20s" but it also won't be the "Boring 20s". The DoubleLine Founder seemed neither overly cautious nor overly optimistic during his "Just Markets" webcast. He also warns against buying BB corporate bonds, saying there is such starvation for yield out there that people are throwing caution to the wind and buying...
Fourth Quarter 2019 Fixed-Income Outlook
Brian Smedley, Head of the Macroeconomic and Investment Research Group, and Portfolio Manager Adam Bloch share insights from the fourth quarter 2019 Fixed-Income Outlook. Read the report
Fed Examines Policy Tools Amid Low Rates
The Federal Reserve is reviewing its monetary policy approach as the New Year kicks off. At a Conference in San Diego ideas for appropriate policy tools were highlighted by former and current central bankers.
Safe Haven Demand Rises on Mideast Tensions
2020 saw a solid start to global equity markets but Mideast tensions pushed safe-haven bids and lifted oil and gold prices. Iranian General Qassem Soleimani was killed in a U.S. air strike at Baghdad airport.