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AGG

iShares Core U.S. Aggregate Bond ETF

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Summary

The investment seeks to track the investment results of the Bloomberg Barclays U.S. Aggregate Bond Index. The index measures the performance of the total U.S. investment-grade bond market. The index includes investment-grade U.S. Treasury bonds, government-related bonds, corporate bonds, mortgage-backed pass-through securities, commercial mortgage-backed securities and asset-backed securities that are publicly offered for sale in the United States. The fund generally invests approximately 90% of its assets in the bonds represented in the index and in securities that provide substantially similar exposure to securities in the index.

Market Cap: 53.3 Billion

Primary Exchange: NYSE Arca

Website: http://www.ishares.com

Shares Outstanding: 491 Million

Float: 491 Million

Dividend: 2.5373 (2.34%)

Beta: -0.046304

Sector:

Industry:

Short Interest (Jan 15, 2013): 686 Thousand

Bond Type:

Ethical Flags

Longest drawdown: 576 trading days

From: 2016-07-08 To: 2018-12-07

Lowest Point:

US Treasury yield curve flattens further on fears of slowing growth, deflation

via: CNBC at 2018-12-10 05:25:00:000

No summary available. read more...

Don't Fall Into The Inverted Yield Curve Trap. It's Like Hotel California

via: SeekingAlpha at 2018-12-09 18:23:28:000

Search 'inverted yield curve' on Seeking Alpha or via Google and you'll have enough reading to get you through to next Christmas. If you do Google and do read all of those articles I do apologize in advance for wasting more than a year of your life. There are a 10 pages on Seeking Alpha as a b… read more...

Market Volatility Bulletin: VIX Rises With Moderation While Stocks Go Into Panic Mode... We May Just Be Getting Warmed Up

via: SeekingAlpha at 2018-12-09 04:16:32:000

Market Intro Department of Labor Statistics Futures popped before the open when the NFP jobs figure ( full BLS report here ) underwhelmed, and the notion of delayed rate hike potential took hold CNBC: Friday Close The celebration didn't last long. Stocks ( SPY , DIA , Q… read more...

Treasury yields rise as surge in oil prices boost inflation outlook; jobs report misses expectations

via: CNBC at 2018-12-07 03:57:00:000

No summary available. read more...

Treasury yields rise as surge in oil prices boost inflation outlook; jobs report misses expectations

via: CNBC at 2018-12-07 03:57:00:000

No summary available. read more...

Market Volatility Bulletin: Equities In A Tizzy As Trade Truce Fades

via: SeekingAlpha at 2018-12-04 14:33:52:000

Market Intro CNBC: 12:53 PM EST So much for the pop on the Kum-Ba-Yah cooperation move between China and the US. As it turns out, investors can see further out than ninety days (the length of the suspension in tariffs). Stocks ( SPY , DIA , QQQ , IWM ) are down a good bit in Tues… read more...

Market Volatility Bulletin: Equities In A Tizzy As Trade Truce Fades

via: SeekingAlpha at 2018-12-04 14:33:52:000

Market Intro CNBC: 12:53 PM EST So much for the pop on the Kum-Ba-Yah cooperation move between China and the US. As it turns out, investors can see further out than ninety days (the length of the suspension in tariffs). Stocks ( SPY , DIA , QQQ , IWM ) are down a good bit in Tues… read more...

Market Volatility Bulletin: Equities In A Tizzy As Trade Truce Fades

via: SeekingAlpha at 2018-12-04 14:33:52:000

Market Intro CNBC: 12:53 PM EST So much for the pop on the Kum-Ba-Yah cooperation move between China and the US. As it turns out, investors can see further out than ninety days (the length of the suspension in tariffs). Stocks ( SPY , DIA , QQQ , IWM ) are down a good bit in Tues… read more...

Gundlach: Yield curve signals weakening economy

via: SeekingAlpha at 2018-12-04 12:46:22:000

Sophisticates across the pundit and professional economic classes have been busy the past couple of days telling us an inverted yield curve means nothing. More news on: iShares Core Total U.S. Bond Market ETF, Vanguard Total Bond Market ETF, PIMCO Corporate&Income Opportunity Fund, New… read more...

Gundlach: Yield curve signals weakening economy

via: SeekingAlpha at 2018-12-04 12:46:22:000

Sophisticates across the pundit and professional economic classes have been busy the past couple of days telling us an inverted yield curve means nothing. More news on: iShares Core Total U.S. Bond Market ETF, Vanguard Total Bond Market ETF, PIMCO Corporate&Income Opportunity Fund, New… read more...

Gundlach: Yield curve signals weakening economy

via: SeekingAlpha at 2018-12-04 12:46:22:000

Sophisticates across the pundit and professional economic classes have been busy the past couple of days telling us an inverted yield curve means nothing. More news on: iShares Core Total U.S. Bond Market ETF, Vanguard Total Bond Market ETF, PIMCO Corporate&Income Opportunity Fund, New… read more...

Italy And Greece: Unreal Forecasts +  Unsustainable Debt = Unattractive Investments

via: SeekingAlpha at 2018-12-04 11:55:12:000

Italian leaders may be trying to convince each other to lower the nation's budget deficit to meet EU demands, according to reports. This is helping to fuel a rally in the Italian bonds, with yields sinking to their lowest levels in 2 months. Here's the yield on Italy's two-year government bo… read more...

Italy And Greece: Unreal Forecasts +  Unsustainable Debt = Unattractive Investments

via: SeekingAlpha at 2018-12-04 11:55:12:000

Italian leaders may be trying to convince each other to lower the nation's budget deficit to meet EU demands, according to reports. This is helping to fuel a rally in the Italian bonds, with yields sinking to their lowest levels in 2 months. Here's the yield on Italy's two-year government bo… read more...

Italy And Greece: Unreal Forecasts +  Unsustainable Debt = Unattractive Investments

via: SeekingAlpha at 2018-12-04 11:55:12:000

Italian leaders may be trying to convince each other to lower the nation's budget deficit to meet EU demands, according to reports. This is helping to fuel a rally in the Italian bonds, with yields sinking to their lowest levels in 2 months. Here's the yield on Italy's two-year government bo… read more...

Treasury yields continue slide with traders wary of 'curve inversion'

via: CNBC at 2018-12-04 05:11:00:000

No summary available. read more...

Treasury yields continue slide with traders wary of 'curve inversion'

via: CNBC at 2018-12-04 05:11:00:000

No summary available. read more...

Treasury yields continue slide with traders wary of 'curve inversion'

via: CNBC at 2018-12-04 05:11:00:000

No summary available. read more...

My Current View Of The S&P 500 Index: December 2018

via: SeekingAlpha at 2018-12-03 19:25:31:000

What a difference a month makes. In October, for the first time since I have been writing this series of articles, all four of the markets I follow were negative. In November, all four of the markets I follow were positive. The market, as measured by the S&P 500 index, closed 1.79% higher … read more...

My Current View Of The S&P 500 Index: December 2018

via: SeekingAlpha at 2018-12-03 19:25:31:000

What a difference a month makes. In October, for the first time since I have been writing this series of articles, all four of the markets I follow were negative. In November, all four of the markets I follow were positive. The market, as measured by the S&P 500 index, closed 1.79% higher … read more...

My Current View Of The S&P 500 Index: December 2018

via: SeekingAlpha at 2018-12-03 19:25:31:000

What a difference a month makes. In October, for the first time since I have been writing this series of articles, all four of the markets I follow were negative. In November, all four of the markets I follow were positive. The market, as measured by the S&P 500 index, closed 1.79% higher … read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-12-03 12:37:33:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2514 . 30-Day SEC Yield of 3.33%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2668 . 30-Day SEC Yield of 3.22%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3764 . 30-Day S… read more...

Will Rates/Yields Peak Soon?

via: SeekingAlpha at 2018-11-30 14:27:11:000

Keeping Investors Puzzled Jerome Powell has done it again . This time, it wasn't an official FOMC meeting, but the release of the Fed's financial stability report ("FSR"), combined with Mr. Powell's remarks, was enough to leave investors more puzzled than they were before. What is the… read more...

Will Rates/Yields Peak Soon?

via: SeekingAlpha at 2018-11-30 14:27:11:000

Keeping Investors Puzzled Jerome Powell has done it again . This time, it wasn't an official FOMC meeting, but the release of the Fed's financial stability report ("FSR"), combined with Mr. Powell's remarks, was enough to leave investors more puzzled than they were before. What is the… read more...

Will Rates/Yields Peak Soon?

via: SeekingAlpha at 2018-11-30 14:27:11:000

Keeping Investors Puzzled Jerome Powell has done it again . This time, it wasn't an official FOMC meeting, but the release of the Fed's financial stability report ("FSR"), combined with Mr. Powell's remarks, was enough to leave investors more puzzled than they were before. What is the… read more...

10-year Treasury yield dips below 3% after Powell says interest rates are near neutral

via: CNBC at 2018-11-29 04:49:00:000

No summary available. read more...

Short-term yields slip after Powell says rates are 'just below' neutral

via: CNBC at 2018-11-28 04:23:00:000

No summary available. read more...

Treasury yields steady after Fed Vice Chair says rates are 'much closer' to neutral

via: CNBC at 2018-11-27 04:13:00:000

No summary available. read more...

When Retirees Leave The Investment Ring, That Sensible Portfolio Can Keep On Keeping On

via: SeekingAlpha at 2018-11-23 06:39:50:000

Think of the retiree portfolio hand-off as "from self-directed hands to no-directed hands". Those of us who self-direct our stock, or stock and ETF portfolio, might feel that everything has to be watched and massaged, and it has to be under constant scrutiny. Nothing could be further from the … read more...

When Retirees Leave The Investment Ring, That Sensible Portfolio Can Keep On Keeping On

via: SeekingAlpha at 2018-11-23 06:39:50:000

Think of the retiree portfolio hand-off as "from self-directed hands to no-directed hands". Those of us who self-direct our stock, or stock and ETF portfolio, might feel that everything has to be watched and massaged, and it has to be under constant scrutiny. Nothing could be further from the … read more...

When Retirees Leave The Investment Ring, That Sensible Portfolio Can Keep On Keeping On

via: SeekingAlpha at 2018-11-23 06:39:50:000

Think of the retiree portfolio hand-off as "from self-directed hands to no-directed hands". Those of us who self-direct our stock, or stock and ETF portfolio, might feel that everything has to be watched and massaged, and it has to be under constant scrutiny. Nothing could be further from the … read more...

When Retirees Leave The Investment Ring, That Sensible Portfolio Can Keep On Keeping On

via: SeekingAlpha at 2018-11-23 06:39:50:000

Think of the retiree portfolio hand-off as "from self-directed hands to no-directed hands". Those of us who self-direct our stock, or stock and ETF portfolio, might feel that everything has to be watched and massaged, and it has to be under constant scrutiny. Nothing could be further from the … read more...

Treasurys rise as investors seek safety in bonds

via: CNBC at 2018-11-20 05:36:00:000

No summary available. read more...

Treasurys rise as investors seek safety in bonds

via: CNBC at 2018-11-20 05:36:00:000

No summary available. read more...

Is It Time To Buy TIPS ETFs, Mutual Funds?

via: SeekingAlpha at 2018-11-20 05:09:45:000

I'm a huge advocate for allocating a portion of your investment portfolio to inflation-protected investments - U.S. Series I Savings Bonds and Treasury Inflation-Protected Securities. But I have zero investments in TIPS ETFs or mutual funds. Why? I rely on individual I Bonds and TIPS, held… read more...

Is It Time To Buy TIPS ETFs, Mutual Funds?

via: SeekingAlpha at 2018-11-20 05:09:45:000

I'm a huge advocate for allocating a portion of your investment portfolio to inflation-protected investments - U.S. Series I Savings Bonds and Treasury Inflation-Protected Securities. But I have zero investments in TIPS ETFs or mutual funds. Why? I rely on individual I Bonds and TIPS, held… read more...

Slowing Growth And Interest Rate Fears Weigh On Fund And ETF Investors In October

via: SeekingAlpha at 2018-11-19 13:46:50:000

Picture Source: REUTERS/Brendan McDermid. A screen displays the Dow Jones Industrial Average after the close of trading on the floor of the New York Stock Exchange (NYSE) in New York, October 24, 2018. For the second month in a row investors were net redeemers of mutual fund assets, withdr… read more...

Treasury yields slip amid weak housing data, global trade worries

via: CNBC at 2018-11-19 05:50:00:000

No summary available. read more...

EP. 86 Major Market Disruptions And What Everyone Is Missing

via: SeekingAlpha at 2018-11-17 03:54:24:000

This week on the Cocktail Investing podcast, our resident mixologists - Chris Versace, Tematica Research's Chief Investment Officer, and Lenore Hawkins, Tematica Research's Chief Macro Strategist - talk about major changes underfoot in the equity and bond markets as well as the major macr… read more...

EP. 86 Major Market Disruptions And What Everyone Is Missing

via: SeekingAlpha at 2018-11-17 03:54:24:000

This week on the Cocktail Investing podcast, our resident mixologists - Chris Versace, Tematica Research's Chief Investment Officer, and Lenore Hawkins, Tematica Research's Chief Macro Strategist - talk about major changes underfoot in the equity and bond markets as well as the major macr… read more...

The Lower It Goes, The Safer It Gets

via: SeekingAlpha at 2018-11-17 01:53:39:000

Background Last month, while stocks lost ground, we've pointed out that Bitcoin's volatility has dropped considerably. At a time when most assets experienced extreme moves (down), the biggest cryptocurrency has been as stable as it never been before. In our last article covering Bitcoin… read more...

The Lower It Goes, The Safer It Gets

via: SeekingAlpha at 2018-11-17 01:53:39:000

Background Last month, while stocks lost ground, we've pointed out that Bitcoin's volatility has dropped considerably. At a time when most assets experienced extreme moves (down), the biggest cryptocurrency has been as stable as it never been before. In our last article covering Bitcoin… read more...

Treasury yields fall after Fed vice chairman says central bank is getting closer to neutral rate

via: CNBC at 2018-11-16 04:39:00:000

No summary available. read more...

US bond yields hold steady after Powell comments

via: CNBC at 2018-11-15 05:19:00:000

No summary available. read more...

IUSB: Why This Bond ETF Should Replace AGG In Your Portfolio

via: SeekingAlpha at 2018-11-14 13:41:53:000

The iShares Core U.S. Aggregate Bond ETF ( AGG ) is the largest fixed income ETF around with assets of more than $53 billion. ETF issuers and financial advisors often use AGG as the benchmark to which their fixed income portfolios should be measured, while investors everywhere use it as the … read more...

Supply And Demand Technical Factors Across The Fixed Income Sector

via: SeekingAlpha at 2018-11-14 09:07:59:000

When I took my first economics class in college, I can still picture the introductory text book we used, entitled Stiglitz Economics, which not so coincidentally was also authored by a great alumni from my college, Nobel Laureate Joseph Stiglitz. One of the first lessons we learned from Stigli… read more...

10 Top ETFs To Secure Your Retirement Portfolio

via: SeekingAlpha at 2018-11-14 08:32:28:000

In late 2016, I wrote an article entitled, Millennials - Make This Your New Year's Resolution For 2017 . The article was basically a "total investment package" for millennials. I recommended a specific brokerage to use, 7 specific ETFs, as well as a suggested allocation for each. Recently… read more...

How Wall Street Rigged Bond Funds Against Ordinary Investors

via: SeekingAlpha at 2018-11-13 09:11:49:000

In July, I covered how stock indices like the Russell 2000 are systematically exploited by Wall Street banks and high-frequency traders due to flaws in index construction. Seeking Alpha contributor Ron Delegge and I discussed my findings on his radio show, and we were able to help a lot of… read more...

Bespoke's Asset Class Performance Matrix

via: SeekingAlpha at 2018-11-13 01:27:01:000

As we enter another trading week, below is a snapshot of our asset class performance matrix. For each ETF shown, we highlight its performance last week, since the 9/20 peak for the S&P 500, and year-to-date so far in 2018. The S&P 500 (SPY) ended up gaining 2.16% last week, while the… read more...

The Shift From A Short-Term Bull (Q4/2018) To A Longer-Term Bear (Q4/2019)

via: SeekingAlpha at 2018-11-09 16:06:32:000

Background Yesterday (11/8/2018), I published a post midterm elections article with an unequivocal title: " Are You Ready For An End Of Year Rally? We Are! " One of the loyal readers was a bit puzzled by the unusual bullish tone that I've expressed there: Here's my reply to him: Sinc… read more...

The Shift From A Short-Term Bull (Q4/2018) To A Longer-Term Bear (Q4/2019)

via: SeekingAlpha at 2018-11-09 16:06:32:000

Background Yesterday (11/8/2018), I published a post midterm elections article with an unequivocal title: " Are You Ready For An End Of Year Rally? We Are! " One of the loyal readers was a bit puzzled by the unusual bullish tone that I've expressed there: Here's my reply to him: Sinc… read more...

The Shift From A Short-Term Bull (Q4/2018) To A Longer-Term Bear (Q4/2019)

via: SeekingAlpha at 2018-11-09 16:06:32:000

Background Yesterday (11/8/2018), I published a post midterm elections article with an unequivocal title: " Are You Ready For An End Of Year Rally? We Are! " One of the loyal readers was a bit puzzled by the unusual bullish tone that I've expressed there: Here's my reply to him: Sinc… read more...

The Shift From A Short-Term Bull (Q4/2018) To A Longer-Term Bear (Q4/2019)

via: SeekingAlpha at 2018-11-09 16:06:32:000

Background Yesterday (11/8/2018), I published a post midterm elections article with an unequivocal title: " Are You Ready For An End Of Year Rally? We Are! " One of the loyal readers was a bit puzzled by the unusual bullish tone that I've expressed there: Here's my reply to him: Sinc… read more...

La 'ItaLiA' Land: This Boat Is Sinking

via: SeekingAlpha at 2018-11-09 11:20:36:000

Hey, this kind of trouble's only just begun I tell myself too many times Why don't you ever learn to keep your big mouth shut That's why it hurts so bad to hear the words That keep on falling from your mouth Why can't you see this boat is sinking Let's go dow… read more...

La 'ItaLiA' Land: This Boat Is Sinking

via: SeekingAlpha at 2018-11-09 11:20:36:000

Hey, this kind of trouble's only just begun I tell myself too many times Why don't you ever learn to keep your big mouth shut That's why it hurts so bad to hear the words That keep on falling from your mouth Why can't you see this boat is sinking Let's go dow… read more...

La 'ItaLiA' Land: This Boat Is Sinking

via: SeekingAlpha at 2018-11-09 11:20:36:000

Hey, this kind of trouble's only just begun I tell myself too many times Why don't you ever learn to keep your big mouth shut That's why it hurts so bad to hear the words That keep on falling from your mouth Why can't you see this boat is sinking Let's go dow… read more...

La 'ItaLiA' Land: This Boat Is Sinking

via: SeekingAlpha at 2018-11-09 11:20:36:000

Hey, this kind of trouble's only just begun I tell myself too many times Why don't you ever learn to keep your big mouth shut That's why it hurts so bad to hear the words That keep on falling from your mouth Why can't you see this boat is sinking Let's go dow… read more...

Barac Capital's Q3 2018 Letter

via: SeekingAlpha at 2018-11-08 08:30:00:000

Read more … read more...

2-year Treasury yield hits highest level since 2008 after Fed signals no change in rate hike plans

via: CNBC at 2018-11-08 05:43:00:000

No summary available. read more...

Cash, Bonds, Rates And Yields Are All Still Sending Nervous Signals

via: SeekingAlpha at 2018-11-07 00:24:32:000

Bernanke If you asked the person in the street, 'Why are interest rates so low?', he or she would likely answer that the Fed is keeping them low. Interest rates are determined by a wide range of economic factors - not by the Fed. - Ben Bernanke, March 2015 Here's the score this far: … read more...

Most Important Trends In Credit Markets Over The Past Month

via: SeekingAlpha at 2018-11-06 16:00:35:000

Trading Volume Spikes, Issuance Volume Tanks October 2018 was a record month for US debt ETFs, trading volume wise. Trading volume in BlackRock's ( BLK ) group of iShares debt ETFs was up 29% Y/Y. As if we needed it, that's more evidence of how ETFs are quickly becoming the dominant-qui… read more...

The Rates Roller Coaster Ride: Not For The Faint Of Heart

via: SeekingAlpha at 2018-11-06 14:19:14:000

The Rates Roller Coaster Ride As you know, President Trump is quite unhappy with the Fed current hawkish stance, especially ahead of the US midterm elections. This is a fairly nuanced criticism of the Fed by Trump, given his prior tweets, not to mention sort of dissonant to see him … read more...

October Provides A Crisis-Era Echo

via: SeekingAlpha at 2018-11-05 11:28:52:000

We saw something in October 2018 returns that we have not seen since the depth of the financial crisis. Post-crisis, we have seen worse monthly returns for the equity market. The S&P 500 ( SPY ) as a market benchmark proxy was down further in September 2011 (-7.2%) and in May 2010 (-8.0%)…. read more...

Convertible Bonds: Too Much Risk, Not Enough Reward

via: SeekingAlpha at 2018-11-03 06:10:24:000

Investors are always on a quest to maximize returns. Some may be attracted to long-term total returns, while others are attracted to investments that provide a certain dividend yield. However, regardless of your overall goal, there is one part of any balanced portfolio that has been struggling… read more...

Convertible Bonds: Too Much Risk, Not Enough Reward

via: SeekingAlpha at 2018-11-03 06:10:24:000

Investors are always on a quest to maximize returns. Some may be attracted to long-term total returns, while others are attracted to investments that provide a certain dividend yield. However, regardless of your overall goal, there is one part of any balanced portfolio that has been struggling… read more...

How Did The Various Bond Market Asset Classes Do In October 2018

via: SeekingAlpha at 2018-11-03 01:10:44:000

One aspect to the October drop in stocks is that there was no flight to Treasuries. The 10-year Treasury yield jumped from 3.05% on 9/28 to 3.15% by 10/31 and the 30-year Treasury jumped from 3.13% to 3.30% by 10/31, despite the hammering to Tech, Growth and the US stock market across the boar… read more...

How Did The Various Bond Market Asset Classes Do In October 2018

via: SeekingAlpha at 2018-11-03 01:10:44:000

One aspect to the October drop in stocks is that there was no flight to Treasuries. The 10-year Treasury yield jumped from 3.05% on 9/28 to 3.15% by 10/31 and the 30-year Treasury jumped from 3.13% to 3.30% by 10/31, despite the hammering to Tech, Growth and the US stock market across the boar… read more...

Market Volatility Bulletin: SPX Slides Lower Amidst Higher Rates And Lack Of Resolution On Trade

via: SeekingAlpha at 2018-11-02 15:05:48:000

Market Intro Monday, 1:36 PM EST US stocks ( SPY , DIA , QQQ , IWM ) were showing strong prior to the market open, and have since given up quite a bit of ground. There are a number of factors at play, but first The jobs picture remains quite strong. We are seeing wage grow… read more...

2-year Treasury yield hits level not seen since 2008 after strong jobs report

via: CNBC at 2018-11-02 04:44:00:000

No summary available. read more...

My Current View Of The S&P 500 Index: November 2018

via: SeekingAlpha at 2018-11-01 14:00:46:000

In October, for the first time since I have been writing this series of articles, all four of the markets I follow were negative. The market, as measured by the S&P 500 index, closed 9.94% lower in October. As for my pension plan assets, I had a negative return in October. Consequently my … read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-11-01 12:32:20:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2563 . 30-Day SEC Yield of 3.32%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2747 . 30-Day SEC Yield of 3.27%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.4150 . 30-Day S… read more...

Treasury yields dip ahead of October jobs report

via: CNBC at 2018-11-01 05:30:00:000

No summary available. read more...

Preferred Shares: Safety In Today's Market

via: SeekingAlpha at 2018-10-31 20:31:29:000

At a time when many investors today are worried about the US stock market's future returns, many are looking to place their savings into safer assets. However, this year has not been kind to any asset class, even historically "safe" ones. Today, long-term treasuries are down more than the S&… read more...

It's All Relative So Don't Panic

via: SeekingAlpha at 2018-10-31 19:40:07:000

US Dollar On one hand, the US Dollar ( UUP ) Index ("DXY") has risen to the highest level since June 2017. On the other hand, LIBOR OIS spread is rising again, usually suggesting that there's still a global Dollar shortage. FANG On one hand, the FANG collective - that is Facebook ( FB … read more...

You Wouldn't Believe What The Most Stable Asset Is Right Now - Part II

via: SeekingAlpha at 2018-10-31 19:19:18:000

Global stocks have lost $8 trillion in market cap during " Red October ." That's the worst monthly loss over the past decade. The last such monthly big loss of market cap happened in October 2008 - that's bloody October , once again… Nonetheless, in case you've missed it, a few da... read more...

Leveraged Loans: Time To Get In Or Out?

via: SeekingAlpha at 2018-10-31 18:15:20:000

Background With the tightening monetary policy hurting stock ( SPY , DIA , QQQ , IWM ) and bond ( LQD , AGG , BND , HYG , JNK , AWF ) prices, there's one segment (among corporate loans) which is outperforming almost every asset class during this historically-turbulent month - lev… read more...

Kathy Jones talks fixed income at Schwab Impact conference

via: SeekingAlpha at 2018-10-30 10:41:06:000

That we're in a transition from an era of easy money into an era of not-so-easy money isn't news, says Jones, but she believes we've gotten through the hardest part of that move. More news on: iShares Core Total U.S. Bond Market ETF, , News on ETFs, Read more … read more...

US Treasury yields rise after consumer confidence hits 18-year high

via: CNBC at 2018-10-30 05:46:00:000

No summary available. read more...

Fixed-Income: The Last - And Next - Man Standing

via: SeekingAlpha at 2018-10-29 13:40:34:000

Global markets ( VTI , VOO , VEA , EFA ) have lost another $2T in market-cap over the past week rout, as investors reacted heavily to multiple high-profile 3Q results misses - e.g. Amazon ( AMZN ) and Alphabet/Google ( GOOG , GOOGL ) - as well as fairly tepid batch of global macro data. … read more...

It(aly) Ain't Over 'Til The Fat Lady (The ECB) Sings

via: SeekingAlpha at 2018-10-29 11:01:44:000

Background Red October 2018 - aside of being a horror month thus far (it's real hard to fight Historical-traditional trends , apparently) - is our most active month ever (by far) when it comes to writing articles on the SA platform. With exactly 50 articles MTD (there are four pending a… read more...

Treasury yields inch higher as stock sell-off resumes

via: CNBC at 2018-10-29 06:41:00:000

No summary available. read more...

Market Volatility Bulletin: Do Not Fall For Recency Bias

via: SeekingAlpha at 2018-10-28 04:59:06:000

Market Intro Friday Close All that hard work by US stock market bulls ( SPY , DIA , QQQ , IWM ) on Thursday ( MSFT , TSLA ) was unwound in a matter of hours on Friday, as the S&P briefly plumbed lows in the 2620s. The intraday moves are stunning, with roaring rallies snapping i… read more...

They Say One Thing, But They Are Likely To Be Forced To Do The Exact Opposite

via: SeekingAlpha at 2018-10-26 17:27:05:000

Mario Draghi: The ECB Did Not Discuss a New Asset-Purchase Plan The risks to the system are still not large enough for us to reassess policy As expected, the ECB has left rates unchanged - mainly refinancing at 0% and the deposit rate at -0.4%. The bank also expects interest rates to… read more...

They Say One Thing, But They Are Likely To Be Forced To Do The Exact Opposite

via: SeekingAlpha at 2018-10-26 17:27:05:000

Mario Draghi: The ECB Did Not Discuss a New Asset-Purchase Plan The risks to the system are still not large enough for us to reassess policy As expected, the ECB has left rates unchanged - mainly refinancing at 0% and the deposit rate at -0.4%. The bank also expects interest rates to… read more...

Treasury yields inch higher as stocks regain their footing

via: CNBC at 2018-10-25 04:58:00:000

No summary available. read more...

Market Volatility Bulletin:  Take Your Pick

via: SeekingAlpha at 2018-10-24 17:35:53:000

Market Intro CNBC: 3:27 PM EST Risk taking in assets such as US equity ( SPY , DIA , QQQ , IWM ) has not proven to be a good wager this October. In the grand scheme of things, the drawdown is still fairly mild, about 9% off the highs put in last month. Earnings reports ( BA ) h… read more...

Treasury yields slide after the release of weak housing data

via: CNBC at 2018-10-24 05:04:00:000

No summary available. read more...

Market Volatility Bulletin: Why Are Things Happening?

via: SeekingAlpha at 2018-10-23 12:18:22:000

Market Intro CNBC: 10:20 AM EST The breaking headline above strikes me as lacking credibility. Nobody, including myself, had time to interview the millions of investors who decided to trade stocks this morning. But we can surmise as to the reasons US stocks ( SPY , DIA , QQQ , IWM… read more...

Elm Partners Q3 2018 Report - Separately Managed Accounts

via: SeekingAlpha at 2018-10-22 02:15:00:000

Read more … read more...

Buffered By The Headwinds

via: SeekingAlpha at 2018-10-19 11:43:32:000

We are getting blown about, no doubt. We are once again experiencing notable moves in both the bond and stock markets. I think these will continue until the midterm elections. The ground is shifting and nothing feels very safe. Even some of the very large money managers that I speak with are g… read more...

Buffered By The Headwinds

via: SeekingAlpha at 2018-10-19 11:43:32:000

We are getting blown about, no doubt. We are once again experiencing notable moves in both the bond and stock markets. I think these will continue until the midterm elections. The ground is shifting and nothing feels very safe. Even some of the very large money managers that I speak with are g… read more...

Buffered By The Headwinds

via: SeekingAlpha at 2018-10-19 11:43:32:000

We are getting blown about, no doubt. We are once again experiencing notable moves in both the bond and stock markets. I think these will continue until the midterm elections. The ground is shifting and nothing feels very safe. Even some of the very large money managers that I speak with are g… read more...

Rates rise for the week after Fed vows to stay the course with hikes

via: CNBC at 2018-10-19 05:04:00:000

No summary available. read more...

Rates rise for the week after Fed vows to stay the course with hikes

via: CNBC at 2018-10-19 05:04:00:000

No summary available. read more...

Rates rise for the week after Fed vows to stay the course with hikes

via: CNBC at 2018-10-19 05:04:00:000

No summary available. read more...

6 Most Recent Trends Within The Fixed Income Arena

via: SeekingAlpha at 2018-10-18 11:27:21:000

Unchained (Melody) Oh, my love, my darling It's a well known secret that fixed-income is one of my "babies" . I love the bond market ( AGG , BND , BSV , ) and I believe that it's the place to look at in order to know - and better understand - what really is happening with… read more...

Rates retreat as investors seek safety amid Draghi comments, equity sell-off

via: CNBC at 2018-10-18 04:46:00:000

No summary available. read more...

Market Volatility Bulletin: The Fed Minutes Cometh

via: SeekingAlpha at 2018-10-17 11:12:34:000

Market Intro CNBC: 10:04 AM EST US stocks ( SPY , DIA , QQQ , IWM ) are down in the Wednesday morning session after a fantastic run higher on Tuesday. The losses are fairly even between the four indices. Sovereign yields cannot take the blame today. Indeed, after spiking a couple … read more...

US Treasury yields rise slightly as Fed indicates further rate hikes

via: CNBC at 2018-10-17 04:59:00:000

No summary available. read more...

Market Volatility Bulletin: VIX Goes Into Un-Panic Mode

via: SeekingAlpha at 2018-10-16 14:19:15:000

Market Intro CNBC: 1:04 PM EST US investors are mostly cheering the gains of their domestic indices ( SPY , DIA , QQQ , IWM ), each of which is on a tear. Spot volatility has not taken the move very well, down almost 3 vol points for the day. "No sector left behind". I tend to be … read more...

Markets Are Trading In Extreme Oversold Territory

via: SeekingAlpha at 2018-10-15 23:23:26:000

Down It Goes Global stocks ( VTI , VEA , EFA ) have lost no less than $4.2 trillion during the past weeks market rout that has been triggered by a few developments: Recent rise in bond yields - US Treasuries ( SHV , SHY , IEF , TLT ), investment-grade ("IG") ( LQD , AGG , … read more...

Can A Dividend Growth Portfolio Beat Index Funds?

via: SeekingAlpha at 2018-10-15 15:29:43:000

If Dividend Growth Investing can beat Index investing, where is the portfolio that shows this? In the various debates about whether or not Dividend Growth Investing is a viable strategy and how it stacks up to Index Investing, one question is often raised by proponents of Index Investing. … read more...

My Oh My, Has Fixed Income Really Died? - Part II

via: SeekingAlpha at 2018-10-15 14:06:13:000

Past Week for Bonds Let's dive further into this crucial question: " Has Fixed Income Really Died? ", shall we? While equities all over the world ( SPY , DIA , QQQ , IWM , IVV , VTI , VOO , VEA , EFA , IEFA , VWO ) suffered much last week… SPY Price data by YCharts ..... read more...

The Past Week: Painful, But Nothing Anywhere Like The Same Week 10 Years Ago

via: SeekingAlpha at 2018-10-15 11:36:01:000

Background Over the past month, we already looked twice and compared the current markets to the ones we witnessed 10 years ago. First it was September 15th, 2018, marking the 10th anniversary of the Lehman bankruptcy . No doubt, a day to remember. Then, we looked back on 9/19/2018, a da… read more...

Add The Recent Market 'Correction' To This List Of Things An Investor Can Ignore

via: SeekingAlpha at 2018-10-15 06:17:34:000

The US stock markets offered another blip last week. US stocks ( IVV ) fell by some 3% in one day. But that was enough for some Seeking Alpha authors to call it a stock market crash Seeking Alpha News offered Wow, it's a bloodbath. I thought it was just normal and expecte… read more...

Treasury yields are increasing again, reigniting concerns about higher rates in financial markets

via: CNBC at 2018-10-15 05:45:00:000

No summary available. read more...

Market Volatility Bulletin: This Ain't Over Yet

via: SeekingAlpha at 2018-10-13 04:34:52:000

Market Intro CNBC, 10:34AM EST US stocks ( SPY , DIA , QQQ , IWM ) seesawed on Friday, dipping significantly as the morning session drew to a close, only to wrap up near the S&P's high point of the day. Friday should serve as an important reminder that intraday volatility is sti… read more...

Market Volatility Bulletin: This Ain't Over Yet

via: SeekingAlpha at 2018-10-13 04:34:52:000

Market Intro CNBC, 10:34AM EST US stocks ( SPY , DIA , QQQ , IWM ) seesawed on Friday, dipping significantly as the morning session drew to a close, only to wrap up near the S&P's high point of the day. Friday should serve as an important reminder that intraday volatility is sti… read more...

Another Bond Rout - What's Next?

via: SeekingAlpha at 2018-10-12 14:12:11:000

The recent jump in interest rates presented bond investors with another round of losses. The 10-year Treasury yield surged to 3.23% last week before retreating to 3.17% today. As bond prices move opposite to rates, year-to-date total returns (including interest) on longer-term bonds are now fi… read more...

'If There's Something Weird, And It Don't Look Good, Who You Gonna Call? Ghostbusters!'

via: SeekingAlpha at 2018-10-12 14:08:15:000

It is during our darkest moments that we must focus to see the light . - Aristotle (This article has been written/submitted on October 10th, after market close) Doom and Gloom All Around? As if the October 9th rout wasn't enough, the S&P 500 ( SPY ) fell the next day by another 2…. read more...

What A Lower CPI Tell Us On The Fed And U.S. Markets Outlook

via: SeekingAlpha at 2018-10-12 09:09:46:000

CPI data for September published yesterday were better than expected. Both the headline and the core data rose by 0.1% m/m against consensus expectations for a 0.2% m/m increase. Compared to the same month 1 year ago, headline CPI rose by 2.3% (consensus estimate at 2.4%), down from 2.7% y/y… read more...

Lipper U.S. Weekly FundFlows Insight Report: Money Market Funds Pace The Overall Net Inflows As Investors Wait Out Market Uncertainty

via: SeekingAlpha at 2018-10-12 08:39:10:000

By Patrick Keon Lipper's fund asset groups (including both mutual funds and ETFs) took in $11.3 billion net for the fund-flows week ended Wednesday, October 10. Money market funds, having net-positive flows of $20.8 billion, moved conversely to the other asset groups. The net outflows amon… read more...

US Treasury yields jump as stocks bounce back

via: CNBC at 2018-10-12 05:18:00:000

No summary available. read more...

My Oh My, Has Fixed Income Really Died?

via: SeekingAlpha at 2018-10-11 18:24:15:000

A Day to Remember We almost forgot that market can go down. Sharply. Wall Street tumbled the most since February as fresh concerns about the impact of the trade war with China roiled technology ( XLK ) and industrial ( XLI ) shares. The Nasdaq-100 ( QQQ ) tumbled over 4.3%, for its worst… read more...

A Simple 2 ETF Portfolio That Gives You Near Total Diversification For Under 0.10%

via: SeekingAlpha at 2018-10-11 13:59:10:000

A month ago, I published an article about a simple 2 ETF combination that gives investors a completely diversified portfolio in one nice neat little package. It turned out to be one of my most popular articles and led to a terrific comment thread with lots of great ideas. The article confi… read more...

Market Volatility Bulletin: Light CPI Provides What May Turn Out To Be Short-Lived Support To Stocks

via: SeekingAlpha at 2018-10-11 11:15:04:000

Market Intro Sector SPDR Investors are wiping the sweat from their brow as the CPI data underwhelmed compared to estimates. Treasury yields ( IEF , TLT , AGG ) dropped precipitously on the data. I urge readers to consider that the February CPI data came in very hot, and after worry… read more...

Are We On The Verge Of A Classic October Crash?

via: SeekingAlpha at 2018-10-11 10:28:58:000

Recent history has taught us to buy the dip. Even the eye-watering declines in February proved worth buying. On Wednesday the Dow Jones closed down 800 points and the S&P 500 dropped 3%. Its a big move for one day- but 3% is a natural pullback and many will be buying the dip. But t… read more...

Not A Panic, Just A Return To Normal

via: SeekingAlpha at 2018-10-11 09:23:40:000

"A 60:40 allocation to passive long-only equities and bonds has been a great proposition for the last 35 years We are profoundly worried that this could be a risky allocation over the next 10." Sanford C. Bernstein & Company Analysts (January 2017) Bull markets are… read more...

3% Is The New 5%: 3 Reasons Rates Won't Rise Much Higher

via: SeekingAlpha at 2018-10-11 08:32:10:000

Even though US rates have already risen substantially above those of other developed markets, I seem to feel increasingly alone in my view that US rates have more room to fall than rise, and that now is a good time to start increasing allocation to medium-term US treasuries. What the Fed sai… read more...

Bond yields sink after consumer prices reading is lighter than expected, quelling inflation fears

via: CNBC at 2018-10-11 05:24:00:000

No summary available. read more...

Video: Top 5 Charts Of The Week

via: SeekingAlpha at 2018-10-10 23:40:43:000

In this video, we run through the free weekly email newsletter " The Top 5 Charts of the Week " and add a bit of extra comments and context. It's a useful tour across some of our latest work and thinking and just a great selection of global macro/market charts. This week we look at the fol… read more...

Market Volatility Bulletin: International Stocks At 52 Week Low As Measured By ACWX; Vol Storms Higher

via: SeekingAlpha at 2018-10-10 13:10:01:000

Market Intro CNBC: 11:18 AM EST CNBC: ACWX US stocks ( SPY , DIA , QQQ , IWM ) are shedding some value in today's session. Spot VIX is nearing 20. Keep in mind that the SPX is only about 4% or so from its all-time high. In contrast, the "rest of the world", as measured by the A… read more...

Treasury yields inch lower in late trading as investors seek safety in bond market

via: CNBC at 2018-10-10 05:11:00:000

No summary available. read more...

Low Unemployment Drives Bond Yields Higher

via: SeekingAlpha at 2018-10-09 13:20:41:000

The September 2018 jobs report showed 134,000 new jobs vs. economists' expectations of 185,000 according to a Bloomberg survey. Jobs also were much lower than the 270,000 revised figure for the month of August. Transportation and warehousing jobs were up 20,000 in September, following a 24… read more...

That Moment When You Realize Commodities And Emerging Markets Suddenly Diverge

via: SeekingAlpha at 2018-10-09 11:39:00:000

Different Asset-Classes Performance Over Time A quick look at the asset class ETF returns since 2008 (per above chart) reveals a few interesting points: 1. The asset classes with the most appearances on both highest and lowest returns (combined) are: Emerging Markets ( EEM ), with si… read more...

Q4 2018 Outlook Implementation Guide

via: SeekingAlpha at 2018-10-09 10:24:49:000

Key themes Wider range of growth outcomes: We see the steady global expansion rolling on, underpinned by above-trend U.S. growth. Yet, the range of potential economic outcomes is widening as the cycle matures. Stimulus-fueled surprises and productivity gains could boost growth and risk ass… read more...

Bond Bear Market - Learn To Play Defense With Bond Portfolios

via: SeekingAlpha at 2018-10-09 05:14:37:000

Great article from Josh Brown of Ritholtz Wealth: In this blog post from a few days ago, here is what I was thinking of when evaluating the Bloomberg Barclays Aggregate (AGG), the bond market's equivalent of the S&P 500; i.e. the prime benchmark for the fixed income part of your clie… read more...

10-year Treasury yield falls slightly after hitting fresh 7-year high earlier in trading

via: CNBC at 2018-10-09 04:15:00:000

No summary available. read more...

Bonds Are On Pace For Their Worst Year In History

via: SeekingAlpha at 2018-10-08 10:22:50:000

All your life people will tell you things. And most of the time, probably 95% of the time, what they'll tell you will be wrong . - Michael Crichton, regarding advice Speaking of bad/contradicting advice… On one hand, we have many companies buying back their own stocks. On the other ha... read more...

Our Weekly Commentary: October 7, 2018

via: SeekingAlpha at 2018-10-08 09:33:13:000

Author's note: This is our weekly commentary that goes out every Sunday evening to our members. We are posting it publicly this one time only. It is setup with a macro 'week in review' as well as a closed-end fund segment. We also have some additional analysis near the end on various topics. … read more...

Bonds: What You See Is What You Get

via: SeekingAlpha at 2018-10-08 09:20:00:000

Background Global bond bubble about to pop or just another "head-fake"? Value of global bonds has dropped by a whopping $880bn this week, most since Nov2016 as US treasury yields spiked w/ the curve strongly steepening after economic data in the region continued to come very strong. Treasu… read more...

The United States - The One And Only Master Of The (Investment) Universe Might Be Heading Towards A Pyrrhic Victory

via: SeekingAlpha at 2018-10-08 08:25:11:000

Background Everywhere you look (everywhere you look) There's a heart (there's a heart) A hand to hold on to Everywhere you look (everywhere you look) There's a face (There's a face) Of somebody who needs you Everywhere you look (everywhere you look) When you lost out there and you'r… read more...

VXX - Another Useful Tool That Acts As A Put Option On The Stock Market

via: SeekingAlpha at 2018-10-08 06:30:00:000

Every once and a while we get a reminder that the stock market in the United States is not a one-way street to the upside. On Thursday, October 4 gravity hit stocks once again, and share prices tumbled. The Dow Jones Industrial Average fell by over 200 points while the S&P 500 posted a gre… read more...

Looking For Yield In All The Wrong Places

via: SeekingAlpha at 2018-10-08 01:07:56:000

Late last year, fresh off the Christmas euphoria we identified Vanguard Extended Duration Treasury ETF ( EDV ) as a prime candidate to short for a normalization of yields. A screenshot from that article is presented below. Source: Bonds, Just Bonds Back then our simple recommenda… read more...

Market Volatility Bulletin: U3 Unemployment Hits 45-Year Low, Treasury Yields Triggers Higher Short-Term VIX Readings

via: SeekingAlpha at 2018-10-05 13:24:02:000

Market Intro Bureau of Labor Statistics The September NFP report came in at 134,000 jobs, but there is a chance that Hurricane Florence had an impact both on the data gathering process, as well as the jobs figures themselves. CNBC: Friday 9:57 AM The real story over the last coup… read more...

Market Volatility Bulletin: U3 Unemployment Hits 45-Year Low, Treasury Yields Triggers Higher Short-Term VIX Readings

via: SeekingAlpha at 2018-10-05 13:24:02:000

Market Intro Bureau of Labor Statistics The September NFP report came in at 134,000 jobs, but there is a chance that Hurricane Florence had an impact both on the data gathering process, as well as the jobs figures themselves. CNBC: Friday 9:57 AM The real story over the last coup… read more...

Market Volatility Bulletin: U3 Unemployment Hits 45-Year Low, Treasury Yields Triggers Higher Short-Term VIX Readings

via: SeekingAlpha at 2018-10-05 13:24:02:000

Market Intro Bureau of Labor Statistics The September NFP report came in at 134,000 jobs, but there is a chance that Hurricane Florence had an impact both on the data gathering process, as well as the jobs figures themselves. CNBC: Friday 9:57 AM The real story over the last coup… read more...

'What A Wonderful World' And 'The Great Divergence' - Part II

via: SeekingAlpha at 2018-10-05 12:48:44:000

Background I was struggling to find the right title for this piece. I mean, this could/should have been "part II" of more than a few previous articles. For example: 'What A Wonderful World'? Well, That Very Much Depends Where You Look The Great Divergence: It Won't Last Much Longer…. read more...

'What A Wonderful World' And 'The Great Divergence' - Part II

via: SeekingAlpha at 2018-10-05 12:48:44:000

Background I was struggling to find the right title for this piece. I mean, this could/should have been "part II" of more than a few previous articles. For example: 'What A Wonderful World'? Well, That Very Much Depends Where You Look The Great Divergence: It Won't Last Much Longer…. read more...

'What A Wonderful World' And 'The Great Divergence' - Part II

via: SeekingAlpha at 2018-10-05 12:48:44:000

Background I was struggling to find the right title for this piece. I mean, this could/should have been "part II" of more than a few previous articles. For example: 'What A Wonderful World'? Well, That Very Much Depends Where You Look The Great Divergence: It Won't Last Much Longer…. read more...

Fixed Income: Rowing Against The Tide

via: SeekingAlpha at 2018-10-05 11:03:54:000

It's a day of record highs for US Treasury long-term yields. Stronger-than-expected economic data saw Treasuries selling off, consequently pushing the 10-year yield to 3.144%, its highest level since 2011. Yield on the 30-year bond also tops the 2018 peak to reach a four-year high at 3.298… read more...

Fixed Income: Rowing Against The Tide

via: SeekingAlpha at 2018-10-05 11:03:54:000

It's a day of record highs for US Treasury long-term yields. Stronger-than-expected economic data saw Treasuries selling off, consequently pushing the 10-year yield to 3.144%, its highest level since 2011. Yield on the 30-year bond also tops the 2018 peak to reach a four-year high at 3.298… read more...

Fixed Income: Rowing Against The Tide

via: SeekingAlpha at 2018-10-05 11:03:54:000

It's a day of record highs for US Treasury long-term yields. Stronger-than-expected economic data saw Treasuries selling off, consequently pushing the 10-year yield to 3.144%, its highest level since 2011. Yield on the 30-year bond also tops the 2018 peak to reach a four-year high at 3.298… read more...

Still Bullish On Bonds

via: SeekingAlpha at 2018-10-05 10:38:04:000

The bond market delivered a shock to the system this week . After quietly ending the trading day at 3.05% on Tuesday, the 10-Year U.S. Treasury yield exploded to the upside on Wednesday by 10 basis points to close at 3.15%. The benchmark Treasury yield reached as high as 3.21% early Thursday … read more...

Still Bullish On Bonds

via: SeekingAlpha at 2018-10-05 10:38:04:000

The bond market delivered a shock to the system this week . After quietly ending the trading day at 3.05% on Tuesday, the 10-Year U.S. Treasury yield exploded to the upside on Wednesday by 10 basis points to close at 3.15%. The benchmark Treasury yield reached as high as 3.21% early Thursday … read more...

Still Bullish On Bonds

via: SeekingAlpha at 2018-10-05 10:38:04:000

The bond market delivered a shock to the system this week . After quietly ending the trading day at 3.05% on Tuesday, the 10-Year U.S. Treasury yield exploded to the upside on Wednesday by 10 basis points to close at 3.15%. The benchmark Treasury yield reached as high as 3.21% early Thursday … read more...

Fasten Your Seatbelts, It's A New Ball Game

via: SeekingAlpha at 2018-10-05 08:30:13:000

Background If you were thinking (hoping?) that in light of the rising yields, Fed Chair Jerome Powell would step in to calm things down, think again. Not only that he hasn't, but also he added fuel to the fire, saying that the Fed may eventually raise rates to levels where they begin to … read more...

Fasten Your Seatbelts, It's A New Ball Game

via: SeekingAlpha at 2018-10-05 08:30:13:000

Background If you were thinking (hoping?) that in light of the rising yields, Fed Chair Jerome Powell would step in to calm things down, think again. Not only that he hasn't, but also he added fuel to the fire, saying that the Fed may eventually raise rates to levels where they begin to … read more...

Fasten Your Seatbelts, It's A New Ball Game

via: SeekingAlpha at 2018-10-05 08:30:13:000

Background If you were thinking (hoping?) that in light of the rising yields, Fed Chair Jerome Powell would step in to calm things down, think again. Not only that he hasn't, but also he added fuel to the fire, saying that the Fed may eventually raise rates to levels where they begin to … read more...

US 10-year yield jumps to a fresh 7-year high after unemployment rate falls to lowest in 49 years

via: CNBC at 2018-10-05 05:16:00:000

No summary available. read more...

US 10-year yield jumps to a fresh 7-year high after unemployment rate falls to lowest in 49 years

via: CNBC at 2018-10-05 05:16:00:000

No summary available. read more...

US 10-year yield jumps to a fresh 7-year high after unemployment rate falls to lowest in 49 years

via: CNBC at 2018-10-05 05:16:00:000

No summary available. read more...

10-year yield hits highest in 7 years as investors bet on roaring economy, higher inflation

via: CNBC at 2018-10-04 05:15:00:000

No summary available. read more...

Video: Top 5 Charts Of The Week

via: SeekingAlpha at 2018-10-04 03:40:49:000

In this video we run through the free weekly email newsletter " The Top 5 Charts of the Week " and add a bit of extra comments and context. It's a useful tour across some of our latest work and thinking and just a great selection of global macro/market charts. This week we look at the foll… read more...

Market Volatility Bulletin: Can S&P Realized Vol Make It Down To A Four Handle?

via: SeekingAlpha at 2018-10-03 11:20:18:000

Market Intro CNBC, 10:34A M EST Even the recently sulky Russell 2K ( IWM ) has joined in the rally higher for US stocks this morning ( SPY , DIA , QQQ ). All ten of the S&P sector SPDRs is positive at present. Spot VIX is down considerably as the S&P marches toward the vau… read more...

Rates are surging with 10-year, 30-year Treasury yields touching multiyear highs

via: CNBC at 2018-10-03 05:49:00:000

No summary available. read more...

US Treasury yields slip after major Fed remarks

via: CNBC at 2018-10-02 05:17:00:000

No summary available. read more...

My Current View Of The S&P 500 Index: October 2018

via: SeekingAlpha at 2018-10-01 23:45:50:000

In September, two of the four markets I follow were positive. The market, as measured by the S&P 500 index, closed 0.43% higher in the month. As for my pension plan assets, I had a negative return in September. Consequently, my first investment objective - preservation of capital - was not… read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-10-01 13:12:23:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2516 . 30-Day SEC Yield of 3.17%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2609 . 30-Day SEC Yield of 3.02%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3891 . 30-Day S… read more...

Treasury yields inch higher after US and Canada secure new trade deal

via: CNBC at 2018-10-01 06:11:00:000

No summary available. read more...

Gone In 60 Seconds: From 81% To 1%

via: SeekingAlpha at 2018-09-27 09:34:55:000

The Fed has hiked rates and signaled more to come. In his press conference, Federal Reserve Chairman Jerome Powell has delivered few interesting messages. To wit, the highlights (emphases added). Regarding the removal of the word "accommodative" from the statement: Dropping accommodat… read more...

Gone In 60 Seconds: From 81% To 1%

via: SeekingAlpha at 2018-09-27 09:34:55:000

The Fed has hiked rates and signaled more to come. In his press conference, Federal Reserve Chairman Jerome Powell has delivered few interesting messages. To wit, the highlights (emphases added). Regarding the removal of the word "accommodative" from the statement: Dropping accommodat… read more...

Gone In 60 Seconds: From 81% To 1%

via: SeekingAlpha at 2018-09-27 09:34:55:000

The Fed has hiked rates and signaled more to come. In his press conference, Federal Reserve Chairman Jerome Powell has delivered few interesting messages. To wit, the highlights (emphases added). Regarding the removal of the word "accommodative" from the statement: Dropping accommodat… read more...

The 401(k) Program Is In Shambles And Is Not Serving Americans

via: SeekingAlpha at 2018-09-27 08:45:42:000

The 401(k) program is obviously a wonderful concept. It's an attempt to build wealth over time by investing on a regular schedule in lower fee funds and in a tax sheltered environment. It checks the boxes on the wealth builders as framed in the wonderful new book Beat The Bank by a former Ca… read more...

The 401(k) Program Is In Shambles And Is Not Serving Americans

via: SeekingAlpha at 2018-09-27 08:45:42:000

The 401(k) program is obviously a wonderful concept. It's an attempt to build wealth over time by investing on a regular schedule in lower fee funds and in a tax sheltered environment. It checks the boxes on the wealth builders as framed in the wonderful new book Beat The Bank by a former Ca… read more...

The 401(k) Program Is In Shambles And Is Not Serving Americans

via: SeekingAlpha at 2018-09-27 08:45:42:000

The 401(k) program is obviously a wonderful concept. It's an attempt to build wealth over time by investing on a regular schedule in lower fee funds and in a tax sheltered environment. It checks the boxes on the wealth builders as framed in the wonderful new book Beat The Bank by a former Ca… read more...

Top 5 Charts Of The Week: Global Economy, Bonds, Sentiment, Japan

via: SeekingAlpha at 2018-09-27 06:31:38:000

In this video we run through the free weekly email newsletter " The Top 5 Charts of the Week " and add a bit of extra comments and context. It's a useful tour across some of our latest work and thinking and just a great selection of global macro/market charts. This week we look at the follow… read more...

Top 5 Charts Of The Week: Global Economy, Bonds, Sentiment, Japan

via: SeekingAlpha at 2018-09-27 06:31:38:000

In this video we run through the free weekly email newsletter " The Top 5 Charts of the Week " and add a bit of extra comments and context. It's a useful tour across some of our latest work and thinking and just a great selection of global macro/market charts. This week we look at the follow… read more...

Top 5 Charts Of The Week: Global Economy, Bonds, Sentiment, Japan

via: SeekingAlpha at 2018-09-27 06:31:38:000

In this video we run through the free weekly email newsletter " The Top 5 Charts of the Week " and add a bit of extra comments and context. It's a useful tour across some of our latest work and thinking and just a great selection of global macro/market charts. This week we look at the follow… read more...

Market Volatility Bulletin: Stocks Mark Time As FOMC Deliberates

via: SeekingAlpha at 2018-09-26 11:31:41:000

Market Intro CNBC: 10:40 AM EST Global stocks ( ACWI ) have put in a scattered performance over the past 24 hours. The US session ( SPY , DIA , QQQ , IWM ) has thus far put in a forgettable showing. The materials sector ( XLB ) is down about three quarters of a percent, while the mu… read more...

Treasury yields fall after Powell says he doesn't anticipate inflation surprising to the upside

via: CNBC at 2018-09-26 04:52:00:000

No summary available. read more...

Forecasting The Next Recession

via: SeekingAlpha at 2018-09-25 12:13:31:000

Academics and Speculators Several known traders, like George Soros, Stanley Druckenmiller or Ray Dalio, have proposed that the economic cycles are heavily correlated with credit market cycles. This means that when we have strong economic times, the excesses tend accumulate on the financial s… read more...

Rates rise as Fed begins two-day meeting; 10-year Treasury yield hits highest since May

via: CNBC at 2018-09-25 05:55:00:000

No summary available. read more...

How To Invest In Bonds Despite Rising Rates

via: SeekingAlpha at 2018-09-24 09:06:55:000

Keeping some bond exposure in a rising rate environment may still temper a stock portfolios volatility without being a heavy drag, but it needs a process to dynamically allocate the capital to the right kinds of bonds. This article gives insights on a strategy with a real track record … read more...

2-year Treasury yield hits 2008 high after Draghi warns of stronger inflation

via: CNBC at 2018-09-24 05:32:00:000

No summary available. read more...

Eyeballing The 10-Year Treasury Yield - Back Near Tough Resistance

via: SeekingAlpha at 2018-09-21 20:38:08:000

The above chart was provided by Gary Morrow, a solid technician who writes with a few other guys at "This Week on Wall Street." The significance of the above chart will be addressed shortly. the 10-year Treasury yield resistance where the yield has been turned back several times: 5/17/… read more...

Eyeballing The 10-Year Treasury Yield - Back Near Tough Resistance

via: SeekingAlpha at 2018-09-21 20:38:08:000

The above chart was provided by Gary Morrow, a solid technician who writes with a few other guys at "This Week on Wall Street." The significance of the above chart will be addressed shortly. the 10-year Treasury yield resistance where the yield has been turned back several times: 5/17/… read more...

US Treasury yields hold steady ahead of Fed rate decision

via: CNBC at 2018-09-21 05:16:00:000

No summary available. read more...

Market Volatility Bulletin: Global Tailwinds Pushes Dow To New Heights, While VIX Retreats

via: SeekingAlpha at 2018-09-20 14:35:09:000

Market Intro CNBC: 1:11PM EST Global stocks ( ACWX , SPY , EFA , EEM ) are enjoying a positive day on Thursday as the Dow bursts to a new all-time high. Spot VIX dutifully retreats in response to the renewed tenor of optimism, hitting a low for the day of 11.31 Investing.com I… read more...

10-year yield hits highest level since May on strong economic data

via: CNBC at 2018-09-20 05:12:00:000

No summary available. read more...

Market Volatility Bulletin: Do As Warren Says Or As Warren Does?

via: SeekingAlpha at 2018-09-19 12:42:20:000

Market Intro CNBC: 12:59PM EST Spot VIX has managed to go sub-twelve in this morning's action, as US stocks (SPY, DIA, QQQ, IWM) go with the general flow of traffic with international equities ( EFA , ACWX ). The S&P 500 looks ready to try for new all-time highs. Emerging market… read more...

PFF: Avoid Preferred Stocks During Interest Rate Tightening Cycle

via: SeekingAlpha at 2018-09-19 07:12:23:000

One of the more popular asset classes among income-seeking investors is preferred stocks. This makes a lot of sense as preferred stocks are something of a hybrid between ordinary common stocks and bonds. As a general rule, preferred stocks pay a fixed dividend that does not vary with the perfo… read more...

2-year Treasury yield hits 2008 highs as Gundlach watches for 'game changer'

via: CNBC at 2018-09-19 05:13:00:000

No summary available. read more...

I Told You Index Investors Were Smarter, 2008 Agrees

via: SeekingAlpha at 2018-09-18 20:00:40:000

We'll often hear comments such as Indexing is a good option for those that don't know what they're doing or don't want to put in the time to best manage their own portfolio. Ahhh, I just love comedy. This from those that typically underachieve those that 'don't know what they'… read more...

10-year Treasury yield hits its highest level since May

via: CNBC at 2018-09-18 05:36:00:000

No summary available. read more...

10-year Treasury yield hovers above 3% amid trade tensions

via: CNBC at 2018-09-17 05:28:00:000

No summary available. read more...

For Retirement Readiness, The US Climbs To 16th Spot, Canada Cracks The Top 10

via: SeekingAlpha at 2018-09-13 14:07:13:000

The Global Retirement Index tracks the retirement readiness or quality of life for retirees. It combines finances, material wellbeing, quality of life, and healthto provide a baseline for retirement security around the world. Here's the top ten scorecard for 2018. Of course, you co… read more...

For Retirement Readiness, The US Climbs To 16th Spot, Canada Cracks The Top 10

via: SeekingAlpha at 2018-09-13 14:07:13:000

The Global Retirement Index tracks the retirement readiness or quality of life for retirees. It combines finances, material wellbeing, quality of life, and healthto provide a baseline for retirement security around the world. Here's the top ten scorecard for 2018. Of course, you co… read more...

For Retirement Readiness, The US Climbs To 16th Spot, Canada Cracks The Top 10

via: SeekingAlpha at 2018-09-13 14:07:13:000

The Global Retirement Index tracks the retirement readiness or quality of life for retirees. It combines finances, material wellbeing, quality of life, and healthto provide a baseline for retirement security around the world. Here's the top ten scorecard for 2018. Of course, you co… read more...

For Retirement Readiness, The US Climbs To 16th Spot, Canada Cracks The Top 10

via: SeekingAlpha at 2018-09-13 14:07:13:000

The Global Retirement Index tracks the retirement readiness or quality of life for retirees. It combines finances, material wellbeing, quality of life, and healthto provide a baseline for retirement security around the world. Here's the top ten scorecard for 2018. Of course, you co… read more...

What Credit/Yield-Based Models Suggest About The Odds Of A Recession Coming Soon?

via: SeekingAlpha at 2018-09-13 10:28:40:000

Introduction Earlier this week we asked (while referring to the markets) 'Is It A Wonderful World'? and the simple answer was that it very much depends where you look. On one hand, It's All In The Numbers And The Numbers Never Lie . On the other hand, Will This Time Be Different? I St… read more...

What Credit/Yield-Based Models Suggest About The Odds Of A Recession Coming Soon?

via: SeekingAlpha at 2018-09-13 10:28:40:000

Introduction Earlier this week we asked (while referring to the markets) 'Is It A Wonderful World'? and the simple answer was that it very much depends where you look. On one hand, It's All In The Numbers And The Numbers Never Lie . On the other hand, Will This Time Be Different? I St… read more...

What Credit/Yield-Based Models Suggest About The Odds Of A Recession Coming Soon?

via: SeekingAlpha at 2018-09-13 10:28:40:000

Introduction Earlier this week we asked (while referring to the markets) 'Is It A Wonderful World'? and the simple answer was that it very much depends where you look. On one hand, It's All In The Numbers And The Numbers Never Lie . On the other hand, Will This Time Be Different? I St… read more...

What Credit/Yield-Based Models Suggest About The Odds Of A Recession Coming Soon?

via: SeekingAlpha at 2018-09-13 10:28:40:000

Introduction Earlier this week we asked (while referring to the markets) 'Is It A Wonderful World'? and the simple answer was that it very much depends where you look. On one hand, It's All In The Numbers And The Numbers Never Lie . On the other hand, Will This Time Be Different? I St… read more...

US Treasury yields whipsaw after consumer pricing data miss expectations

via: CNBC at 2018-09-13 05:56:00:000

No summary available. read more...

US Treasury yields whipsaw after consumer pricing data miss expectations

via: CNBC at 2018-09-13 05:56:00:000

No summary available. read more...

US Treasury yields whipsaw after consumer pricing data miss expectations

via: CNBC at 2018-09-13 05:56:00:000

No summary available. read more...

US Treasury yields whipsaw after consumer pricing data miss expectations

via: CNBC at 2018-09-13 05:56:00:000

No summary available. read more...

Is It Time To Start Taking Profits In Junk Bonds?

via: SeekingAlpha at 2018-09-13 02:26:27:000

The Federal Reserve is expected to raise interest rates again later this month, but if that's another signal that headwinds are building for fixed-income securities, the warning isn't resonating in the junk bond market these days. The crowd's appetite for below-investment-grade US debt remai… read more...

Is It Time To Start Taking Profits In Junk Bonds?

via: SeekingAlpha at 2018-09-13 02:26:27:000

The Federal Reserve is expected to raise interest rates again later this month, but if that's another signal that headwinds are building for fixed-income securities, the warning isn't resonating in the junk bond market these days. The crowd's appetite for below-investment-grade US debt remai… read more...

Is It Time To Start Taking Profits In Junk Bonds?

via: SeekingAlpha at 2018-09-13 02:26:27:000

The Federal Reserve is expected to raise interest rates again later this month, but if that's another signal that headwinds are building for fixed-income securities, the warning isn't resonating in the junk bond market these days. The crowd's appetite for below-investment-grade US debt remai… read more...

Is It Time To Start Taking Profits In Junk Bonds?

via: SeekingAlpha at 2018-09-13 02:26:27:000

The Federal Reserve is expected to raise interest rates again later this month, but if that's another signal that headwinds are building for fixed-income securities, the warning isn't resonating in the junk bond market these days. The crowd's appetite for below-investment-grade US debt remai… read more...

US Treasury yields slip after producer price data misses expectations

via: CNBC at 2018-09-12 05:25:00:000

No summary available. read more...

Market Volatility Bulletin: Tariffs Weigh On Market At Close Of Week

via: SeekingAlpha at 2018-09-07 23:16:09:000

Market Intro CNBC: Market Close The five-day NASDAQ ( QQQ ) action basically tells the story of what drove domestic equities ( SPY , DIA , IWM ) over the past week. Despite the multi-day losing streak, US stocks did not give up a great deal of ground. The VIX closed just below 15 to … read more...

Market Volatility Bulletin: Tariffs Weigh On Market At Close Of Week

via: SeekingAlpha at 2018-09-07 23:16:09:000

Market Intro CNBC: Market Close The five-day NASDAQ ( QQQ ) action basically tells the story of what drove domestic equities ( SPY , DIA , IWM ) over the past week. Despite the multi-day losing streak, US stocks did not give up a great deal of ground. The VIX closed just below 15 to … read more...

Market Volatility Bulletin: Tariffs Weigh On Market At Close Of Week

via: SeekingAlpha at 2018-09-07 23:16:09:000

Market Intro CNBC: Market Close The five-day NASDAQ ( QQQ ) action basically tells the story of what drove domestic equities ( SPY , DIA , IWM ) over the past week. Despite the multi-day losing streak, US stocks did not give up a great deal of ground. The VIX closed just below 15 to … read more...

Market Volatility Bulletin: Tariffs Weigh On Market At Close Of Week

via: SeekingAlpha at 2018-09-07 23:16:09:000

Market Intro CNBC: Market Close The five-day NASDAQ ( QQQ ) action basically tells the story of what drove domestic equities ( SPY , DIA , IWM ) over the past week. Despite the multi-day losing streak, US stocks did not give up a great deal of ground. The VIX closed just below 15 to … read more...

Bonds: Rethinking Some 'Dirty Little Secrets'

via: SeekingAlpha at 2018-09-07 16:28:45:000

I have recently published several articles having to do with bonds here on Seeking Alpha. Due to the unsettled geopolitical and economic environment in which we find ourselves, I have been thinking about the value of short-term bonds and cash, and even more recently reviewed the question o… read more...

U.S. Treasuries Predicting That The Inflation Rebound Has Peaked

via: SeekingAlpha at 2018-09-07 15:55:29:000

The hard data on inflation points to a modestly accelerating rate of inflation, a trend that supports the Federal Reserve's ongoing policy of gently but consistently raising interest rates. The main push-back to that narrative is the Treasury market. On two fronts, Treasuries are pricing in … read more...

Market Volatility Bulletin: NASDAQ Vol Approaches 20

via: SeekingAlpha at 2018-09-07 05:39:12:000

Market Intro CNBC: 1:56PM EST The NASDAQ ( QQQ ) has acted as a catalyst for higher US stock prices over the past three months or so ( SPY , DIA , IWM ). The reverse has been true over the last couple trading sessions. Prices were quite tame through most of the pre-market session, an… read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-09-04 13:37:07:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2324 . 30-Day Sec yield of 3.08%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2723 . 30-Day Sec yield of 2.87%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3714 . 30-Day S… read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-09-04 13:37:07:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2324 . 30-Day Sec yield of 3.08%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2723 . 30-Day Sec yield of 2.87%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3714 . 30-Day S… read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-09-04 13:37:07:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2324 . 30-Day Sec yield of 3.08%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2723 . 30-Day Sec yield of 2.87%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3714 . 30-Day S… read more...

Market Volatility Bulletin: Will Increased U.S. Debt Levels Cause A Regime Shift For Volatility?

via: SeekingAlpha at 2018-09-04 11:22:41:000

Market Intro CNBC: 7:22AM EST The stock market ( SPY , DIA , QQQ , IWM ) got out the gates to a bit of a bumpy start as they begin the holiday-shortened week. CNBC has a piece out reminding investors that September is typically the worst calendar month in terms of investment retur… read more...

Market Volatility Bulletin: Will Increased U.S. Debt Levels Cause A Regime Shift For Volatility?

via: SeekingAlpha at 2018-09-04 11:22:41:000

Market Intro CNBC: 7:22AM EST The stock market ( SPY , DIA , QQQ , IWM ) got out the gates to a bit of a bumpy start as they begin the holiday-shortened week. CNBC has a piece out reminding investors that September is typically the worst calendar month in terms of investment retur… read more...

Market Volatility Bulletin: Will Increased U.S. Debt Levels Cause A Regime Shift For Volatility?

via: SeekingAlpha at 2018-09-04 11:22:41:000

Market Intro CNBC: 7:22AM EST The stock market ( SPY , DIA , QQQ , IWM ) got out the gates to a bit of a bumpy start as they begin the holiday-shortened week. CNBC has a piece out reminding investors that September is typically the worst calendar month in terms of investment retur… read more...

My Current View Of The S&P 500 Index: September 2018

via: SeekingAlpha at 2018-09-03 07:43:58:000

Three of the four markets I follow were positive in August and those positive gains translated into a nice return in my retirement account. The market, as measured by the S&P 500 index, closed 3.03% higher in August. As for my pension plan assets, I had a positive return in August as menti… read more...

A Stupid, Simple 2 ETF Portfolio That Gives You Everything You Need

via: SeekingAlpha at 2018-08-30 13:45:45:000

It's easy to get overwhelmed assembling a "complete" portfolio that covers all the bases. If you want the broadest diversification possible, you're looking at including large-, mid- and small-cap stocks, international stocks covering both developed and emerging markets, investment-grade bond… read more...

A Stupid, Simple 2 ETF Portfolio That Gives You Everything You Need

via: SeekingAlpha at 2018-08-30 13:45:45:000

It's easy to get overwhelmed assembling a "complete" portfolio that covers all the bases. If you want the broadest diversification possible, you're looking at including large-, mid- and small-cap stocks, international stocks covering both developed and emerging markets, investment-grade bond… read more...

A Stupid, Simple 2 ETF Portfolio That Gives You Everything You Need

via: SeekingAlpha at 2018-08-30 13:45:45:000

It's easy to get overwhelmed assembling a "complete" portfolio that covers all the bases. If you want the broadest diversification possible, you're looking at including large-, mid- and small-cap stocks, international stocks covering both developed and emerging markets, investment-grade bond… read more...

Market Volatility Bulletin: Implied Correlation Index Is Low, But Suggests Vol Could Fall More

via: SeekingAlpha at 2018-08-29 15:50:00:000

Market Intro CNBC: 3:10PM EST US stocks ( SPY , DIA , QQQ , IWM ) are all at or near all-time highs today, as markets cheer breakthroughs in trade discussions with Mexico and now potentially with Canada. After a two-day run where VIX settled higher alongside SPX, that coincidental m… read more...

Top 5 Charts Of The Week

via: SeekingAlpha at 2018-08-29 00:27:24:000

In this video, we run through the free weekly email newsletter " The Top 5 Charts of the Week " and add a few extra comments and context. It's a useful tour across some of our latest work and thinking, and just a great selection of global macro/market charts. This week: 1. Global PMI vs…. read more...

Market Volatility Bulletin: Spot VIX Moves Higher Along With U.S. Equities, While Vol Term Structure Dials Lower

via: SeekingAlpha at 2018-08-27 15:53:59:000

Market Intro CNBC: 3:12 PM EST US investors ( SPY , DIA , QQQ , IWM ) began the week on a positive note on Monday as the markets welcomed a new US-Mexican trade agreement that will reportedly replace NAFTA . The S&P has spent most the day eyeing the 2900 mark, while the NASDAQ … read more...

Market Volatility Bulletin: Spot VIX Moves Higher Along With U.S. Equities, While Vol Term Structure Dials Lower

via: SeekingAlpha at 2018-08-27 15:53:59:000

Market Intro CNBC: 3:12 PM EST US investors ( SPY , DIA , QQQ , IWM ) began the week on a positive note on Monday as the markets welcomed a new US-Mexican trade agreement that will reportedly replace NAFTA . The S&P has spent most the day eyeing the 2900 mark, while the NASDAQ … read more...

Dividend Aristocrats Vs Non Dividend Aristocrats.

via: SeekingAlpha at 2018-08-27 15:35:14:000

In March of 2015 I skimmed 15 of the largest cap Dividend Achievers ( VIG ). Here's my first article on that real life exercise Buying Dividend Growth Stocks Without Looking . Now certainly I did not look, that is to say I did no further evaluation of the individual companies. But the inde… read more...

Dividend Aristocrats Vs Non Dividend Aristocrats.

via: SeekingAlpha at 2018-08-27 15:35:14:000

In March of 2015 I skimmed 15 of the largest cap Dividend Achievers ( VIG ). Here's my first article on that real life exercise Buying Dividend Growth Stocks Without Looking . Now certainly I did not look, that is to say I did no further evaluation of the individual companies. But the inde… read more...

The Best Look At The Markets That You Might Ever See.

via: SeekingAlpha at 2018-08-27 08:27:57:000

Visual Capitalist is a wonderful site that tells stories with pictures and images. As they say, a picture is worth a thousand words. Given that a typical blog post or article is in that area of 1000 words or less, I will try and keep this short and let the pictures do the talking. And oh do … read more...

The Best Look At The Markets That You Might Ever See.

via: SeekingAlpha at 2018-08-27 08:27:57:000

Visual Capitalist is a wonderful site that tells stories with pictures and images. As they say, a picture is worth a thousand words. Given that a typical blog post or article is in that area of 1000 words or less, I will try and keep this short and let the pictures do the talking. And oh do … read more...

US Treasury yields tread water after Powell promises 'further, gradual' rate hikes

via: CNBC at 2018-08-24 05:29:00:000

No summary available. read more...

US Treasury yields tread water after Powell promises 'further, gradual' rate hikes

via: CNBC at 2018-08-24 05:29:00:000

No summary available. read more...

US Treasury yields tread water after Powell promises 'further, gradual' rate hikes

via: CNBC at 2018-08-24 05:29:00:000

No summary available. read more...

Retirees, Is The 4% Rule Dead? Here's What The Creator Of 'The Rule' Had To Say.

via: SeekingAlpha at 2018-08-23 08:56:55:000

The first thing to table is that the 4% rule is a rule of thumb and well, rules are made to be broken, or altered or even completely ignored. The problem with a rule of thumb is that we're all so different, we're all snowflakes, especially when it comes to funding our retirement and how we wan… read more...

US Treasury yields mixed after Fed minutes; central bankers gather in Jackson Hole

via: CNBC at 2018-08-23 06:04:00:000

No summary available. read more...

Why Are Markets Acting Like Recession Is Looming?

via: SeekingAlpha at 2018-08-23 05:12:49:000

Data shows a solid economy, yet markets are acting like recession is around the corner. Russ explains why. An investor who ignored economic releases and instead focused on equity and bond markets might be led to believe the economy is shaky, on the cusp of sick. Even aside from the well-pu… read more...

Hedging U.S. Equities With Treasury Options

via: SeekingAlpha at 2018-08-23 04:56:48:000

By Erik Norland U.S. equities may be in the late stages of a bull market. In their early stages (1991-1996, 2003-2005 and 2009-2014), earnings and equity prices rise in tandem. In the late stages (1997-2000, 2006-2007 and 2015-), earnings stagnate or decline while prices continue to advanc… read more...

International Bonds: Why In The World Would I Care?

via: SeekingAlpha at 2018-08-22 12:38:48:000

As longtime readers no doubt know, I am a fan of the Vanguard Total Bond Market ETF ( BND ) as well as the iShares Core U.S. Aggregate Bond ETF ( AGG ). To cite just a few examples, I have written an article dedicated to BND , and later included it as one of three ETFs in The ETF Monkey … read more...

US Treasury yields slip further after Fed minutes show officials divided over inflation trajectory

via: CNBC at 2018-08-22 05:33:00:000

No summary available. read more...

US Treasury yields rebound after Trump jabs at Fed; Jackson Hole summit in focus

via: CNBC at 2018-08-21 05:23:00:000

No summary available. read more...

Bespoke Asset Class Performance Matrix

via: SeekingAlpha at 2018-08-21 04:48:39:000

Below is our total return ETF matrix highlighting the performance of various asset classes from the perspective of a US investor. With a solid end to the week on Friday, US equities finished the week with across-the-board gains, as all of the major averages, with the exception of the tech-he… read more...

AGG: Bond Index Funds Are Best Avoided

via: SeekingAlpha at 2018-08-20 17:50:04:000

Several years ago, one of my retired relatives mentioned to me that their financial advisors had put all of their retirement savings into bonds ( AGG ). This both stunned and concerned me since, while bonds have been riding the tailwinds of a thirty-year bull market, I knew that the forward pr… read more...

Wait To Buy Bonds Or Buy Bonds And Wait?

via: SeekingAlpha at 2018-08-20 15:25:20:000

Wait To Buy Bonds Or Buy Bonds And Wait? As many long-term followers know, I have been bullish on long-term bonds for quite some time, arguing that interest rates would not move materially higher. Over the past couple of years, each move higher in rates was met with deafening calls for the e… read more...

US Treasury yields hit session lows after Trump denounces Fed rate hikes

via: CNBC at 2018-08-20 05:00:00:000

No summary available. read more...

U.S. Weekly FundFlows Insight Report: Investors Embrace Fixed Income Funds During The Week

via: SeekingAlpha at 2018-08-17 12:02:42:000

For the first week in four, investors were net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $1.6 billion for Thomson Reuters Lipper's fund-flows week ended August 15, 2018. However, fund investors continued to pad the coffers of taxable bond funds (+$7… read more...

U.S. Weekly FundFlows Insight Report: Investors Embrace Fixed Income Funds During The Week

via: SeekingAlpha at 2018-08-17 12:02:42:000

For the first week in four, investors were net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $1.6 billion for Thomson Reuters Lipper's fund-flows week ended August 15, 2018. However, fund investors continued to pad the coffers of taxable bond funds (+$7… read more...

U.S. Weekly FundFlows Insight Report: Investors Embrace Fixed Income Funds During The Week

via: SeekingAlpha at 2018-08-17 12:02:42:000

For the first week in four, investors were net redeemers of fund assets (including those of conventional funds and ETFs), withdrawing $1.6 billion for Thomson Reuters Lipper's fund-flows week ended August 15, 2018. However, fund investors continued to pad the coffers of taxable bond funds (+$7… read more...

US Treasury yields pare slide after report Trump and Xi hope to discuss trade

via: CNBC at 2018-08-17 05:24:00:000

No summary available. read more...

US Treasury yields pare slide after report Trump and Xi hope to discuss trade

via: CNBC at 2018-08-17 05:24:00:000

No summary available. read more...

US Treasury yields pare slide after report Trump and Xi hope to discuss trade

via: CNBC at 2018-08-17 05:24:00:000

No summary available. read more...

US Treasury yields rise on hopes for resumption of China trade talks

via: CNBC at 2018-08-16 05:45:00:000

No summary available. read more...

US Treasury yields inch higher ahead of data news; Turkey's economic crisis remains in focus

via: CNBC at 2018-08-14 05:37:00:000

No summary available. read more...

US Treasury yields inch higher ahead of data news; Turkey's economic crisis remains in focus

via: CNBC at 2018-08-14 05:37:00:000

No summary available. read more...

Widespread Selling Weighed On Major Asset Classes Last Week

via: SeekingAlpha at 2018-08-13 07:45:59:000

US investment-grade bonds were spared losses last week. Otherwise, red ink spilled across the major asset classes, based on a set of exchange-traded products. The biggest setback was in emerging markets bonds. The VanEck Vectors J.P. Morgan EM Local Currency Bond ETF (EMLC) tumbled 3.8% for … read more...

US Treasury yields rise as Turkey's financial woes continue

via: CNBC at 2018-08-13 05:30:00:000

No summary available. read more...

Is The Reality Really That Bad For American Retirees?

via: SeekingAlpha at 2018-08-12 14:02:04:000

I recently penned, Yes, Most Of Us Should Retire Rich . The response from Seeking Alpha readers was wonderful, as usual. As I often write, the comments section is usually more insightful than the article, and that should be of no surprise as readers are often opening the door to their life st… read more...

Investors pile into safety of Treasuries amid Turkish currency crisis

via: CNBC at 2018-08-10 05:46:00:000

No summary available. read more...

Investors pile into safety of Treasuries amid Turkish currency crisis

via: CNBC at 2018-08-10 05:46:00:000

No summary available. read more...

Around The World - Equities, Bonds, Rates, Currencies, Cryptos  And Gold

via: SeekingAlpha at 2018-08-10 01:36:52:000

Equities Percentage Below All-Time High of Popular Country ETFs (from bottom to top) Nigeria ( NGE ): -66% Turkey ( TUR ): -61% Russia ( RSX ): -56% Brazil ( EWZ ): -50% Italy ( EWI ): -41% Indonesia ( EIDO ): -26% China ( FXI ): -23% Spain ( EWP ): -23% Sou… read more...

Around The World - Equities, Bonds, Rates, Currencies, Cryptos  And Gold

via: SeekingAlpha at 2018-08-10 01:36:52:000

Equities Percentage Below All-Time High of Popular Country ETFs (from bottom to top) Nigeria ( NGE ): -66% Turkey ( TUR ): -61% Russia ( RSX ): -56% Brazil ( EWZ ): -50% Italy ( EWI ): -41% Indonesia ( EIDO ): -26% China ( FXI ): -23% Spain ( EWP ): -23% Sou… read more...

US Treasury yields dip after China slaps $16 billion in tariffs

via: CNBC at 2018-08-08 05:37:00:000

No summary available. read more...

US Treasury yields dip after China slaps $16 billion in tariffs

via: CNBC at 2018-08-08 05:37:00:000

No summary available. read more...

Yes, Most Of Us Should Retire 'Rich'.

via: SeekingAlpha at 2018-08-07 14:58:22:000

Most North Americans should end up 'rich'. Or at least let's say they should find themselves set up for a generous and fruitful retirement. It does not take much to build a considerable net worth. And of course, financial planners will tell you that it is that total net worth that might determ… read more...

US Treasury yields rise after data show job openings at record high

via: CNBC at 2018-08-07 05:23:00:000

No summary available. read more...

I Think The S&P 500 Should Be At 1900 Today

via: SeekingAlpha at 2018-08-07 01:46:50:000

I think the S&P 500 should be at 1900 today . Except that I dont. Because if the stock market should be trading -33% below its closing level on Monday, then it would be or at least somewhere close to these levels. Same with bond yields. I keep hearing for so many y… read more...

Market Volatility Bulletin: US Stocks Digest Recent Gains, While VIX Hangs Near 11

via: SeekingAlpha at 2018-08-06 11:32:37:000

Market Intro CNBC: ACWX While US stocks ( SPY , DIA , QQQ , IWM ) hem and haw without much direction in early Monday trade, international shares ( ACWX ) are taking to the back foot. It is notable that this tradable index of only foreign stocks is trading closer to 52-week lows rath… read more...

US Treasury yields steady as investors await large Treasury auctions, inflation data

via: CNBC at 2018-08-06 05:41:00:000

No summary available. read more...

Yields steady amid solid jobs report, tariff fight

via: CNBC at 2018-08-03 06:06:00:000

No summary available. read more...

Yields steady amid solid jobs report, tariff fight

via: CNBC at 2018-08-03 06:06:00:000

No summary available. read more...

Yields steady amid solid jobs report, tariff fight

via: CNBC at 2018-08-03 06:06:00:000

No summary available. read more...

Yield Hunting: Core Portfolio Update, July 2018

via: SeekingAlpha at 2018-08-02 08:43:48:000

Cash combined with courage in a time of crisis is priceless. - Warren Buffett Our marketplace service is now in its third year and continues to grow well. The need remains for investors who are in or are approaching retirement to find safer income. The market continu… read more...

US Treasury yields fall after the 10-year rate breaks above 3 percent

via: CNBC at 2018-08-02 06:06:00:000

No summary available. read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-08-01 12:48:21:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2513 . 30-Day Sec yield of 3.10%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2668 . 30-Day Sec yield of 2.91%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3668 . 30-Day S… read more...

My Current View Of The S&P 500 Index: August 2018

via: SeekingAlpha at 2018-08-01 12:40:33:000

The markets were very positive in July and those gains translated to a nice return in my retirement account. The market, as measured by the S&P 500 index, closed 3.60% higher in July. As for my pension plan assets, I had a positive return in July as mentioned above and consequently my firs… read more...

US 10-year Treasury yield hits 3% for first time since June after strong payrolls data

via: CNBC at 2018-08-01 05:44:00:000

No summary available. read more...

US Treasury yields decline as FOMC meeting kicks off

via: CNBC at 2018-07-31 05:52:00:000

No summary available. read more...

Interest Rates: The Only Way Is Up?

via: SeekingAlpha at 2018-07-30 22:12:47:000

Interest rate expectations So, what are the expectations for interest rates? For short-term interest rates, we can be… short. We can expect a gradual increase in line with the Fed projection of three rate hikes this year. What will happen to long-term rates? Normally, long rates rise w... read more...

Horizon Kinetics Q2 Commentary 2018

via: SeekingAlpha at 2018-07-30 05:43:28:000

Read more … read more...

US 10-year Treasury yield hits 2.99% ahead of central bank meetings

via: CNBC at 2018-07-30 04:57:00:000

No summary available. read more...

What Are You Talking About!?!

via: SeekingAlpha at 2018-07-27 11:00:56:000

The Wall Street Journal left me scratching my head on Thursday afternoon. The financial newspaper posted an article entitled Outflows From U.S. Stocks Swell as Investors Seek Refuge in Bonds discussing how Investors are fleeing U.S. stocks at a rapid clip as ongoing market vola… read more...

What Are You Talking About!?!

via: SeekingAlpha at 2018-07-27 11:00:56:000

The Wall Street Journal left me scratching my head on Thursday afternoon. The financial newspaper posted an article entitled Outflows From U.S. Stocks Swell as Investors Seek Refuge in Bonds discussing how Investors are fleeing U.S. stocks at a rapid clip as ongoing market vola… read more...

What Are You Talking About!?!

via: SeekingAlpha at 2018-07-27 11:00:56:000

The Wall Street Journal left me scratching my head on Thursday afternoon. The financial newspaper posted an article entitled Outflows From U.S. Stocks Swell as Investors Seek Refuge in Bonds discussing how Investors are fleeing U.S. stocks at a rapid clip as ongoing market vola… read more...

US 10-year Treasury yield slips after economic growth meets expectations

via: CNBC at 2018-07-27 05:28:00:000

No summary available. read more...

US 10-year Treasury yield slips after economic growth meets expectations

via: CNBC at 2018-07-27 05:28:00:000

No summary available. read more...

US 10-year Treasury yield slips after economic growth meets expectations

via: CNBC at 2018-07-27 05:28:00:000

No summary available. read more...

US Treasury yields climb after ECB holds rates steady, trade tensions ease

via: CNBC at 2018-07-26 05:31:00:000

No summary available. read more...

US Treasury yields rise after Trump reportedly gets concessions from EU to avoid a trade war

via: CNBC at 2018-07-25 05:42:00:000

No summary available. read more...

Where To Invest Your Money Today (Part 1 Of 2)

via: SeekingAlpha at 2018-07-24 20:06:43:000

Jordan Roy-Byrne: Hello again everyone, welcome back to the Atlas Investor podcast with Tiho Brkan. This is episode number 18. Tiho, my friend, it's great to speak with you again today. I understand we're going to be doing a two-part podcast. Today will be the first part of that. Please … read more...

Discussing Market Valuations And Macro Outlook

via: SeekingAlpha at 2018-07-24 19:28:40:000

By Jeremy Schwartz, CFA, Director of Research Last week's "Behind the Markets" podcast featured a discussion with John Apruzzese, CIO of Evercore Wealth Management, and Julian Brigden of MI2 Partners. Apruzzese wrote an interesting paper on a global valuation model he uses that takes the… read more...

Market Volatility Bulletin: Stock Market's Google Earnings Celebration Fizzles

via: SeekingAlpha at 2018-07-24 15:10:04:000

Market Intro CNBC: Tuesday 2:38 EST Google earnings arguably gave the whole world a boost after Monday's close. Shares of the tech giant at one point were up about 5% in the pre-market. CNBC: Google The S&P 500 ( SPY ) nudged to 2831 in the morning session, before spilling lo… read more...

Treasury yields fall ahead of bumper data batch

via: CNBC at 2018-07-24 05:33:00:000

No summary available. read more...

US Treasury yields rise after massive move in Japanese government bond yields

via: CNBC at 2018-07-23 05:26:00:000

No summary available. read more...

30-year bond yield breaks above 3%

via: CNBC at 2018-07-20 02:37:00:000

No summary available. read more...

30-year bond yield breaks above 3%

via: CNBC at 2018-07-20 02:37:00:000

No summary available. read more...

30-year bond yield breaks above 3%

via: CNBC at 2018-07-20 02:37:00:000

No summary available. read more...

S&P 500 And Gold: Breaking The Big Picture Into Smaller Frames Is A Must And A FAANG Too

via: SeekingAlpha at 2018-07-19 08:58:06:000

Background In our recent " Never Say Never Again " article we presented some of the most amazing divergences of the past two decades. One of the divergences we touched upon was the S&P 500 ( SPY ) versus Gold ( GLD ). To wit: About seven years ago the SPDR Gold Trust ETF was t… read more...

Treasury yields slip as equities fall from recent highs

via: CNBC at 2018-07-19 04:49:00:000

No summary available. read more...

Treasury yields little changed after Powell testimony

via: CNBC at 2018-07-18 05:23:00:000

No summary available. read more...

Midyear 2018 Outlook Implementation Guide

via: SeekingAlpha at 2018-07-17 21:33:14:000

Key themes Wider range of growth outcomes: We see steady global growth ahead - but uncertainty is creeping into forecasts. The U.S. is the growth engine, propelled by fiscal stimulus, and solid economic growth is good for corporate earnings. We see positive spillover effects, especially to… read more...

Fed Raising Rates, But Yields Still Negative

via: SeekingAlpha at 2018-07-17 16:58:40:000

The yield on the 3-month US Treasury bill is pushing above 2% today for the first time since 2008. The yield had briefly dipped below zero as recently as late 2015. Although today's yield seems high, this Great Graphic shows the nominal generic three-month yield going back to 1990. The… read more...

US Treasury yields hold steady after Powell testimony

via: CNBC at 2018-07-17 05:54:00:000

No summary available. read more...

Two-year Treasury yield hits highest level since 2008

via: CNBC at 2018-07-16 05:16:00:000

No summary available. read more...

US Treasury yields slip after consumer sentiment hits 6-month low

via: CNBC at 2018-07-13 05:26:00:000

No summary available. read more...

US Treasury yields slip after consumer sentiment hits 6-month low

via: CNBC at 2018-07-13 05:26:00:000

No summary available. read more...

US Treasury yields slip after consumer sentiment hits 6-month low

via: CNBC at 2018-07-13 05:26:00:000

No summary available. read more...

US Treasury yields inch lower as trade woes resurface

via: CNBC at 2018-07-11 05:13:00:000

No summary available. read more...

US Treasury yields inch lower as trade woes resurface

via: CNBC at 2018-07-11 05:13:00:000

No summary available. read more...

US Treasury yields steady after jobs and labor data

via: CNBC at 2018-07-10 05:40:00:000

No summary available. read more...

Market Volatility Bulletin: Trade Concerns Fade, Stocks Make Another Try For S&P's Upper Range

via: SeekingAlpha at 2018-07-09 10:15:18:000

Market Intro This upcoming week looks set to begin quite the opposite of last Monday, when S&P futures were struggling right around the 2700 mark ( SPY ) at the week's open. The general tone for international stocks ( ACWX , EFA , EEM ) was also favorable as the week wore on, and tod… read more...

US Treasury yields rise after trade fears ebb, solid jobs report

via: CNBC at 2018-07-09 05:40:00:000

No summary available. read more...

Retirement: Should You Prepare For The Next Downturn Now?

via: SeekingAlpha at 2018-07-07 10:00:00:000

We are not trying to sound an alarm. In fact, the markets are just doing fine. Even though the volatility is a bit high and there are worries over trade and tariffs, rising interest rates and host of other issues, but the markets may eventually climb over the wall of worry and continue to touc… read more...

Retirement: Should You Prepare For The Next Downturn Now?

via: SeekingAlpha at 2018-07-07 10:00:00:000

We are not trying to sound an alarm. In fact, the markets are just doing fine. Even though the volatility is a bit high and there are worries over trade and tariffs, rising interest rates and host of other issues, but the markets may eventually climb over the wall of worry and continue to touc… read more...

Taxable Municipal Bonds: An Overlooked Fixed-Income Allocation For Portfolio Diversity

via: SeekingAlpha at 2018-07-06 10:33:33:000

An Overlooked Fixed-Income Allocation for Portfolio Diversity This week Ive been writing about some observations on BlackRocks round of cuts to its closed-end funds. I had anticipated that I would describe the cuts, which overwhelming hit tax-exempt municipal bond funds br… read more...

US Treasury yields slip after unemployment rate ticks back to 4%

via: CNBC at 2018-07-06 04:57:00:000

No summary available. read more...

US Treasury yields little changed after Fed minutes

via: CNBC at 2018-07-05 05:39:00:000

No summary available. read more...

Taxable Municipal Bond CEFs To Help Diversify Your Portfolio

via: SeekingAlpha at 2018-07-05 04:04:20:000

When BlackRock cut many of its CEFs this week ( Lots of Cuts ) the bulk of those cuts were to tax-free municipal bond funds. I have little interest in BlackRocks tax-exempt muni funds, so I didnt look too closely at them. But one of the taxable funds piqued my interes… read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-07-02 14:50:34:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2292 . 30-Day Sec yield of 3.04%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2749 . 30-Day Sec yield of 2.87%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3811 . 30-Day S… read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-07-02 14:50:34:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2292 . 30-Day Sec yield of 3.04%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2749 . 30-Day Sec yield of 2.87%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3811 . 30-Day S… read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-07-02 14:50:34:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2292 . 30-Day Sec yield of 3.04%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2749 . 30-Day Sec yield of 2.87%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3811 . 30-Day S… read more...

My Current View Of The S&P 500 Index: July 2018

via: SeekingAlpha at 2018-07-02 12:24:49:000

The markets were mostly positive in June. The month of June was barely positive for my retirement account but not positive for all of the ETFs that I follow as will be shown below. The market, as measured by the S&P 500 index, closed 0.48% higher in June. As for my pension plan assets, I h… read more...

My Current View Of The S&P 500 Index: July 2018

via: SeekingAlpha at 2018-07-02 12:24:49:000

The markets were mostly positive in June. The month of June was barely positive for my retirement account but not positive for all of the ETFs that I follow as will be shown below. The market, as measured by the S&P 500 index, closed 0.48% higher in June. As for my pension plan assets, I h… read more...

My Current View Of The S&P 500 Index: July 2018

via: SeekingAlpha at 2018-07-02 12:24:49:000

The markets were mostly positive in June. The month of June was barely positive for my retirement account but not positive for all of the ETFs that I follow as will be shown below. The market, as measured by the S&P 500 index, closed 0.48% higher in June. As for my pension plan assets, I h… read more...

US Treasury yields inch higher despite escalating trade frictions

via: CNBC at 2018-07-02 04:55:00:000

No summary available. read more...

US Treasury yields inch higher despite escalating trade frictions

via: CNBC at 2018-07-02 04:55:00:000

No summary available. read more...

US Treasury yields inch higher despite escalating trade frictions

via: CNBC at 2018-07-02 04:55:00:000

No summary available. read more...

US Treasurys flat as investors monitor ongoing global trade concerns

via: CNBC at 2018-06-29 05:18:00:000

No summary available. read more...

US Treasurys flat as investors monitor ongoing global trade concerns

via: CNBC at 2018-06-29 05:18:00:000

No summary available. read more...

US Treasurys flat as investors monitor ongoing global trade concerns

via: CNBC at 2018-06-29 05:18:00:000

No summary available. read more...

US Treasury yields inch higher after growth data

via: CNBC at 2018-06-28 05:42:00:000

No summary available. read more...

Market Volatility Bulletin: Spot VIX Prints Below 15 Despite More Than 2% Intraday Move In S&P Futures

via: SeekingAlpha at 2018-06-27 11:34:43:000

Market Intro CNBC 11:07 AM EST At least for the time being, investors seem content in the notion that perhaps trade concerns are overblown. Global stocks ( ACWX ), including US Stocks ( SPY , DIA , QQQ , IWM ) are breathing a sigh of relief. As of 11:10 AM EST, the range for S&P… read more...

US Treasury yields slip as trade concerns linger, Trump reveals foreign investment plan

via: CNBC at 2018-06-27 05:40:00:000

No summary available. read more...

US Treasury yields edge higher amid mixed messages on trade

via: CNBC at 2018-06-26 05:47:00:000

No summary available. read more...

A Quantitative Assessment Of Errors From The Use Of Credit Ratings In Credit Portfolio Management - Part 3: Credit Spreads

via: SeekingAlpha at 2018-06-25 11:44:42:000

Abstract This is the third of three attempts to justify the use of 158-year-old credit ratings in the credit portfolio management process. In part 1 of this series, we showed that the use of historical ratings-based default rates severely overstates credit risk among all rated firms worl… read more...

US Treasury yields slip as trade turmoil lingers

via: CNBC at 2018-06-25 05:41:00:000

No summary available. read more...

US Treasury yields tick higher as investors try to shake off trade-war fears

via: CNBC at 2018-06-22 05:48:00:000

No summary available. read more...

US Treasury yields tick higher as investors try to shake off trade-war fears

via: CNBC at 2018-06-22 05:48:00:000

No summary available. read more...

US Treasury yields tick higher as investors try to shake off trade-war fears

via: CNBC at 2018-06-22 05:48:00:000

No summary available. read more...

Treasury yields rise slightly, but trade-war fears keep investor sentiment in check

via: CNBC at 2018-06-20 05:29:00:000

No summary available. read more...

The Perfect Portfolio Does Its Thing. And It's Ready For Trouble

via: SeekingAlpha at 2018-06-20 02:51:17:000

I created the " Perfect Portfolio " as a potential solution for a period of low interest rates, when traditional broad based bond funds are not pulling their weight on the income front. A traditional bond ETF such as AGG could typically offer some decent yield and portfolio ballast. Those da… read more...

Market Volatility Bulletin: S&P Dutifully Drops In Solidarity With Other Indexes; The Real Issues Are Likely Yet Down The Pike

via: SeekingAlpha at 2018-06-19 15:04:21:000

Market Intro CNBC: 1:57 PM EST Sector SPDR While the CNBC headlines argue for a poor showing for US stocks ( SPY , DIA , QQQ , IWM ), as we'll see below Tuesday is every bit as much a story about recovery as it is about downturn. Note the disparity between the Dow, shedding abou… read more...

US Treasury prices jump as Trump increases trade pressure on China

via: CNBC at 2018-06-19 04:54:00:000

No summary available. read more...

Can Depleting An Account Possibly Be A Good Idea?

via: SeekingAlpha at 2018-06-18 06:17:03:000

Five months ago I wrote about the then new Strategy Shares NASDAQ 7HANDL Index ETF (HNDL) . The fund aims to deliver a steady monthly payout that annualizes out at 7%. It's not yield necessarily as some portion will be a return of capital. It certainly is an interesting idea, which is why I… read more...

US Treasury yields hold steady amid trade worries

via: CNBC at 2018-06-18 05:40:00:000

No summary available. read more...

Market Volatility Bulletin: VIX Responds Begrudgingly To Tariff Threats

via: SeekingAlpha at 2018-06-15 13:30:22:000

Market Intro CNBC: 12:31 PM EST Compared to similar responses to almost identical headlines over the past couple months, US stocks ( SPY , DIA , QQQ , IWM ) are hanging tough, and spot VIX is taking it easy. Indeed, global equities ( ACWX ) are down but far from what one might term … read more...

Market Volatility Bulletin: VIX Responds Begrudgingly To Tariff Threats

via: SeekingAlpha at 2018-06-15 13:30:22:000

Market Intro CNBC: 12:31 PM EST Compared to similar responses to almost identical headlines over the past couple months, US stocks ( SPY , DIA , QQQ , IWM ) are hanging tough, and spot VIX is taking it easy. Indeed, global equities ( ACWX ) are down but far from what one might term … read more...

Market Volatility Bulletin: VIX Responds Begrudgingly To Tariff Threats

via: SeekingAlpha at 2018-06-15 13:30:22:000

Market Intro CNBC: 12:31 PM EST Compared to similar responses to almost identical headlines over the past couple months, US stocks ( SPY , DIA , QQQ , IWM ) are hanging tough, and spot VIX is taking it easy. Indeed, global equities ( ACWX ) are down but far from what one might term … read more...

US Treasury yields fall as trade tensions resurface

via: CNBC at 2018-06-15 05:39:00:000

No summary available. read more...

US Treasury yields fall as trade tensions resurface

via: CNBC at 2018-06-15 05:39:00:000

No summary available. read more...

US Treasury yields fall as trade tensions resurface

via: CNBC at 2018-06-15 05:39:00:000

No summary available. read more...

US Treasury yields fall after ECB says rates to stay low until mid-2019

via: CNBC at 2018-06-14 04:43:00:000

No summary available. read more...

US 2-year yield rises to highest since 2008 after Fed hikes rates; 10-year yield jumps back above 3%

via: CNBC at 2018-06-13 05:49:00:000

No summary available. read more...

US Treasury yields rise after core CPI data tops 2% year over year

via: CNBC at 2018-06-12 05:23:00:000

No summary available. read more...

Market Volatility Bulletin: VIX Shows Little Regard For FOMC Meeting, NK Summit

via: SeekingAlpha at 2018-06-11 14:48:45:000

Market Intro CNBC: 11:04 AM EST Bloomberg Economic Calendar , Thursday truncated US stocks ( SPY , DIA , QQQ , IWM ) are flat to moderately higher in the Monday afternoon session. This week of course marks the FOMC meeting, where the chances for another quarter-point rate hik… read more...

US Treasury yields rise as Trump-Kim summit looms; trade tensions resume

via: CNBC at 2018-06-11 05:42:00:000

No summary available. read more...

Here's where Credit Suisse sees the risk of a bear market for bonds

via: CNBC at 2018-02-13 10:34:00:000

No summary available. read more...

Market Volatility Bulletin: Treasury Volatility Calms Down, VVIX Takes A Chill Pill

via: SeekingAlpha at 2018-02-12 16:40:44:000

Market Intro Looking out over the next week, Wednesday's CPI figure appears to have the greatest potential to further roil bond yields ( IEF , TLT , AGG ), and by extension stocks ( SPY , DIA , QQQ , IWM ). CNBC: Monday close But there is another scenario out there that could we… read more...

Market Volatility Bulletin: Treasury Volatility Calms Down, VVIX Takes A Chill Pill

via: SeekingAlpha at 2018-02-12 16:40:44:000

Market Intro Looking out over the next week, Wednesday's CPI figure appears to have the greatest potential to further roil bond yields ( IEF , TLT , AGG ), and by extension stocks ( SPY , DIA , QQQ , IWM ). CNBC: Monday close But there is another scenario out there that could we… read more...

US 10-year Treasury yield rebounds, hits 4-year high above 2.9%

via: CNBC at 2018-02-12 05:14:00:000

No summary available. read more...

US 10-year Treasury yield rebounds, hits 4-year high above 2.9%

via: CNBC at 2018-02-12 05:14:00:000

No summary available. read more...

Bonds. Just Bonds: The Living Daylights

via: SeekingAlpha at 2018-02-12 02:42:22:000

We wrote our main economic worry about 2018 just 6 weeks ago at the end of December. In our favourite article of the year titled "Bonds. Just Bonds." we made the argument for why bonds would sell off and why the equity markets would panic. Let's see where we are today. EDV data by … read more...

Bonds. Just Bonds: The Living Daylights

via: SeekingAlpha at 2018-02-12 02:42:22:000

We wrote our main economic worry about 2018 just 6 weeks ago at the end of December. In our favourite article of the year titled "Bonds. Just Bonds." we made the argument for why bonds would sell off and why the equity markets would panic. Let's see where we are today. EDV data by … read more...

Market Volatility Bulletin: Realized Vol Sucker Punches Stocks, Implied Vol More Hesitant To Follow Suit

via: SeekingAlpha at 2018-02-11 20:39:06:000

Market Intro Source: SectorSPDRs Friday was a jolting day with a pleasant finale for equity bulls ( SPY , DIA , QQQ , IWM ). But the five-day and one-month return profiles detail a different story. Equities are down on every sector. Real Estate ( XLRE ) and Energy ( XLE ) stocks … read more...

Market Volatility Bulletin: Realized Vol Sucker Punches Stocks, Implied Vol More Hesitant To Follow Suit

via: SeekingAlpha at 2018-02-11 20:39:06:000

Market Intro Source: SectorSPDRs Friday was a jolting day with a pleasant finale for equity bulls ( SPY , DIA , QQQ , IWM ). But the five-day and one-month return profiles detail a different story. Equities are down on every sector. Real Estate ( XLRE ) and Energy ( XLE ) stocks … read more...

Beware The Inflation Trap

via: SeekingAlpha at 2018-02-09 16:08:27:000

It is the mainstream financial media narrative du jour. After years of relatively benign pricing pressures during the post crisis period, we are now entering a phase of sustainably higher inflation. This notion has raised the specter that the U.S. Federal Reserve will need to raise interest ra… read more...

Beware The Inflation Trap

via: SeekingAlpha at 2018-02-09 16:08:27:000

It is the mainstream financial media narrative du jour. After years of relatively benign pricing pressures during the post crisis period, we are now entering a phase of sustainably higher inflation. This notion has raised the specter that the U.S. Federal Reserve will need to raise interest ra… read more...

Beware The Inflation Trap

via: SeekingAlpha at 2018-02-09 16:08:27:000

It is the mainstream financial media narrative du jour. After years of relatively benign pricing pressures during the post crisis period, we are now entering a phase of sustainably higher inflation. This notion has raised the specter that the U.S. Federal Reserve will need to raise interest ra… read more...

Beware The Inflation Trap

via: SeekingAlpha at 2018-02-09 16:08:27:000

It is the mainstream financial media narrative du jour. After years of relatively benign pricing pressures during the post crisis period, we are now entering a phase of sustainably higher inflation. This notion has raised the specter that the U.S. Federal Reserve will need to raise interest ra… read more...

Beware The Inflation Trap

via: SeekingAlpha at 2018-02-09 16:08:27:000

It is the mainstream financial media narrative du jour. After years of relatively benign pricing pressures during the post crisis period, we are now entering a phase of sustainably higher inflation. This notion has raised the specter that the U.S. Federal Reserve will need to raise interest ra… read more...

Market Volatility Bulletin: Record Weekly Outflows Just After Record Monthly Inflows For U.S. Stocks

via: SeekingAlpha at 2018-02-09 10:23:09:000

Market Intro CNBC: 9:33AM EST Well, US stocks ( SPY , DIA , QQQ , IWM ) are going for another attempt on the Friday morning session. And given that the US government shutdown was quickly dodged, there may be reason to celebrate indeed. Note to reader: these markets are so whips… read more...

Market Volatility Bulletin: Record Weekly Outflows Just After Record Monthly Inflows For U.S. Stocks

via: SeekingAlpha at 2018-02-09 10:23:09:000

Market Intro CNBC: 9:33AM EST Well, US stocks ( SPY , DIA , QQQ , IWM ) are going for another attempt on the Friday morning session. And given that the US government shutdown was quickly dodged, there may be reason to celebrate indeed. Note to reader: these markets are so whips… read more...

Market Volatility Bulletin: Record Weekly Outflows Just After Record Monthly Inflows For U.S. Stocks

via: SeekingAlpha at 2018-02-09 10:23:09:000

Market Intro CNBC: 9:33AM EST Well, US stocks ( SPY , DIA , QQQ , IWM ) are going for another attempt on the Friday morning session. And given that the US government shutdown was quickly dodged, there may be reason to celebrate indeed. Note to reader: these markets are so whips… read more...

Market Volatility Bulletin: Record Weekly Outflows Just After Record Monthly Inflows For U.S. Stocks

via: SeekingAlpha at 2018-02-09 10:23:09:000

Market Intro CNBC: 9:33AM EST Well, US stocks ( SPY , DIA , QQQ , IWM ) are going for another attempt on the Friday morning session. And given that the US government shutdown was quickly dodged, there may be reason to celebrate indeed. Note to reader: these markets are so whips… read more...

Market Volatility Bulletin: Record Weekly Outflows Just After Record Monthly Inflows For U.S. Stocks

via: SeekingAlpha at 2018-02-09 10:23:09:000

Market Intro CNBC: 9:33AM EST Well, US stocks ( SPY , DIA , QQQ , IWM ) are going for another attempt on the Friday morning session. And given that the US government shutdown was quickly dodged, there may be reason to celebrate indeed. Note to reader: these markets are so whips… read more...

Treasury yields steady after volatile week

via: CNBC at 2018-02-09 05:07:00:000

No summary available. read more...

Treasury yields steady after volatile week

via: CNBC at 2018-02-09 05:07:00:000

No summary available. read more...

Treasury yields steady after volatile week

via: CNBC at 2018-02-09 05:07:00:000

No summary available. read more...

Treasury yields steady after volatile week

via: CNBC at 2018-02-09 05:07:00:000

No summary available. read more...

Treasury yields steady after volatile week

via: CNBC at 2018-02-09 05:07:00:000

No summary available. read more...

If It Looks Like A Duck

via: SeekingAlpha at 2018-02-08 22:29:21:000

BULL/BEAR EYE TEST We are currently in a bull market. Bull markets by definition make a series of higher highs and higher lows. Thus, if we believe the bull market ( VTI ) is still intact, at some point in the future, stocks ( SPY ) will make a new all-time high. ECONOMIC FEAR If… read more...

If It Looks Like A Duck

via: SeekingAlpha at 2018-02-08 22:29:21:000

BULL/BEAR EYE TEST We are currently in a bull market. Bull markets by definition make a series of higher highs and higher lows. Thus, if we believe the bull market ( VTI ) is still intact, at some point in the future, stocks ( SPY ) will make a new all-time high. ECONOMIC FEAR If… read more...

If It Looks Like A Duck

via: SeekingAlpha at 2018-02-08 22:29:21:000

BULL/BEAR EYE TEST We are currently in a bull market. Bull markets by definition make a series of higher highs and higher lows. Thus, if we believe the bull market ( VTI ) is still intact, at some point in the future, stocks ( SPY ) will make a new all-time high. ECONOMIC FEAR If… read more...

If It Looks Like A Duck

via: SeekingAlpha at 2018-02-08 22:29:21:000

BULL/BEAR EYE TEST We are currently in a bull market. Bull markets by definition make a series of higher highs and higher lows. Thus, if we believe the bull market ( VTI ) is still intact, at some point in the future, stocks ( SPY ) will make a new all-time high. ECONOMIC FEAR If… read more...

If It Looks Like A Duck

via: SeekingAlpha at 2018-02-08 22:29:21:000

BULL/BEAR EYE TEST We are currently in a bull market. Bull markets by definition make a series of higher highs and higher lows. Thus, if we believe the bull market ( VTI ) is still intact, at some point in the future, stocks ( SPY ) will make a new all-time high. ECONOMIC FEAR If… read more...

US 10-year Treasury yield nears 4-year high as investors bet on accelerating economy

via: CNBC at 2018-02-08 05:41:00:000

No summary available. read more...

US 10-year Treasury yield nears 4-year high as investors bet on accelerating economy

via: CNBC at 2018-02-08 05:41:00:000

No summary available. read more...

US 10-year Treasury yield continues rebound, nears 4-year high

via: CNBC at 2018-02-08 05:41:00:000

No summary available. read more...

US 10-year Treasury yield nears 4-year high as investors bet on accelerating economy

via: CNBC at 2018-02-08 05:41:00:000

No summary available. read more...

Using Dividends To Create That New 60/40 Balanced Portfolio

via: SeekingAlpha at 2018-02-08 04:24:42:000

In this article, The Perfect Portfolio vs the new 60/40 Portfolio , I looked at the combination of the market beating equal weighted S&P 500 ( RSP ) with the greater bond inverse relationship (to stocks) potential of longer term treasuries ( TLT ). I compared the "Perfect Portfolio" to th… read more...

Using Dividends To Create That New 60/40 Balanced Portfolio

via: SeekingAlpha at 2018-02-08 04:24:42:000

In this article, The Perfect Portfolio vs the new 60/40 Portfolio , I looked at the combination of the market beating equal weighted S&P 500 ( RSP ) with the greater bond inverse relationship (to stocks) potential of longer term treasuries ( TLT ). I compared the "Perfect Portfolio" to th… read more...

Using Dividends To Create That New 60/40 Balanced Portfolio

via: SeekingAlpha at 2018-02-08 04:24:42:000

In this article, The Perfect Portfolio vs the new 60/40 Portfolio , I looked at the combination of the market beating equal weighted S&P 500 ( RSP ) with the greater bond inverse relationship (to stocks) potential of longer term treasuries ( TLT ). I compared the "Perfect Portfolio" to th… read more...

Using Dividends To Create That New 60/40 Balanced Portfolio

via: SeekingAlpha at 2018-02-08 04:24:42:000

In this article, The Perfect Portfolio vs the new 60/40 Portfolio , I looked at the combination of the market beating equal weighted S&P 500 ( RSP ) with the greater bond inverse relationship (to stocks) potential of longer term treasuries ( TLT ). I compared the "Perfect Portfolio" to th… read more...

Market Volatility Bulletin: XIV Gets Wiped Out, Equities Whipsaw Violently, Gold & Treasuries Nap

via: SeekingAlpha at 2018-02-06 11:46:25:000

Market Intro CNBC: 10:50 AM EST For all the churning in equities ( SPY , DIA , QQQ , IWM ), movement in FX ( UUP ), rates ( TLT , IEF , AGG ) and PM ( GLD , SLV ) has been quite staid. The S&P 500, which had made it twenty-three of the last twenty-four months without losses… read more...

US Treasury yields fall as stocks struggle to hold onto gains

via: CNBC at 2018-02-06 05:09:00:000

No summary available. read more...

Market sell-off is an 'overdue and welcome' correction, top fund manager says

via: CNBC at 2018-02-06 03:32:00:000

No summary available. read more...

Bonds yet to catch bid as stock selloff continues

via: SeekingAlpha at 2018-02-05 09:48:15:000

Bond market veterans are struggling to remember the last time stocks sold off 2%, and yields on the long end of the Treasury curve actually rose sharply. But just that scenario occurred on Friday. More news on: iShares 20+ Year Treasury Bond ETF, ProShares UltraShort 20+ Year Treasury ETF,… read more...

Dollar Consolidates While Equity Rout May Be Ebbing

via: SeekingAlpha at 2018-02-05 07:38:00:000

Asian equity markets were weighed down by losses in the US markets ahead of the weekend. The MSCI Asia Pacific Index was off 1.4% after the 1.0% pre-weekend loss. The Nikkei gapped lower and shed 2.5% and has fallen in eight of the past nine sessions. The notable exception in Asia was the Sh… read more...

Bond prices jump as investors seek refuge from ugly equity sell-off

via: CNBC at 2018-02-05 05:35:00:000

No summary available. read more...

1987 All Over Again?

via: SeekingAlpha at 2018-02-05 00:30:55:000

A cursory search for the "1987 crash" will find it showing up in a lot of recent articles . This one , for example, sees similarities in the current environment and that of 1987 and suggests true breakout in yields could replicate those conditions and prove to be the final nail in the coff… read more...

Perspective On Last Week's Carnage From Volatility Markets

via: SeekingAlpha at 2018-02-04 08:15:15:000

Market Intro Equities ( SPY , DIA , QQQ , IWM ) finally behaved like equities last week: Sector SPDRs Because humans have a need for a story, we often read (and accept) narratives as to what root cause was responsible for an event. This is prominent in the financial industry, whic… read more...

Perspective On Last Week's Carnage From Volatility Markets

via: SeekingAlpha at 2018-02-04 08:15:15:000

Market Intro Equities ( SPY , DIA , QQQ , IWM ) finally behaved like equities last week: Sector SPDRs Because humans have a need for a story, we often read (and accept) narratives as to what root cause was responsible for an event. This is prominent in the financial industry, whic… read more...

What Will Happen To Bonds If Interest Rates 'Normalize'?

via: SeekingAlpha at 2018-02-02 18:59:00:000

There's a lot of chatter out there about rising interest rates and "normalizing" rates. As I've written about before, I think most of these fears are a case of short-termism being way overblown. But I want to put things in some perspective and show you a scenario analysis of how things m… read more...

What Will Happen To Bonds If Interest Rates 'Normalize'?

via: SeekingAlpha at 2018-02-02 18:59:00:000

There's a lot of chatter out there about rising interest rates and "normalizing" rates. As I've written about before, I think most of these fears are a case of short-termism being way overblown. But I want to put things in some perspective and show you a scenario analysis of how things m… read more...

Market Volatility Bulletin: 2.9% Wage Growth Gives Stocks The Willies

via: SeekingAlpha at 2018-02-02 12:55:33:000

Market Intro Well, the Fed has got to be cheering this excellent news, right? Inflation targets appear to have a solid shot at being reached. That must be good for the economy! CNBC: 12:11 PM Actually, as scary as this week has been within the scope of the last couple years, this is … read more...

Market Volatility Bulletin: 2.9% Wage Growth Gives Stocks The Willies

via: SeekingAlpha at 2018-02-02 12:55:33:000

Market Intro Well, the Fed has got to be cheering this excellent news, right? Inflation targets appear to have a solid shot at being reached. That must be good for the economy! CNBC: 12:11 PM Actually, as scary as this week has been within the scope of the last couple years, this is … read more...

Market Volatility Bulletin: 2.9% Wage Growth Gives Stocks The Willies

via: SeekingAlpha at 2018-02-02 12:55:33:000

Market Intro Well, the Fed has got to be cheering this excellent news, right? Inflation targets appear to have a solid shot at being reached. That must be good for the economy! CNBC: 12:11 PM Actually, as scary as this week has been within the scope of the last couple years, this is … read more...

U.S. Weekly FundFlows Insight Report: Long-Term Assets Attract Inflows For The Week

via: SeekingAlpha at 2018-02-02 05:40:39:000

For the second week in three, investors were net sellers of fund assets (including those of conventional funds and ETFs), withdrawing $6.0 billion. However, the headline number once again was a little misleading. Fund investors were net redeemers of money market funds, withdrawing $26.0 billio… read more...

U.S. Weekly FundFlows Insight Report: Long-Term Assets Attract Inflows For The Week

via: SeekingAlpha at 2018-02-02 05:40:39:000

For the second week in three, investors were net sellers of fund assets (including those of conventional funds and ETFs), withdrawing $6.0 billion. However, the headline number once again was a little misleading. Fund investors were net redeemers of money market funds, withdrawing $26.0 billio… read more...

U.S. Weekly FundFlows Insight Report: Long-Term Assets Attract Inflows For The Week

via: SeekingAlpha at 2018-02-02 05:40:39:000

For the second week in three, investors were net sellers of fund assets (including those of conventional funds and ETFs), withdrawing $6.0 billion. However, the headline number once again was a little misleading. Fund investors were net redeemers of money market funds, withdrawing $26.0 billio… read more...

10-year Treasury yield spikes to 4-year high of 2.85% after strong jobs report

via: CNBC at 2018-02-02 04:52:00:000

No summary available. read more...

10-year Treasury yield spikes to 4-year high of 2.85% after strong jobs report

via: CNBC at 2018-02-02 04:52:00:000

No summary available. read more...

10-year Treasury yield spikes to 4-year high of 2.85% after strong jobs report

via: CNBC at 2018-02-02 04:52:00:000

No summary available. read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-02-01 15:37:17:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2418 . 30-Day Sec yield of 2.52%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2546 . 30-Day Sec yield of 2.75%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3663 . 30-Day S… read more...

iShares declares monthly distributions

via: SeekingAlpha at 2018-02-01 15:37:17:000

iShares Core U.S. Aggregate Bond ETF (NYSEARCA: AGG ) - $0.2418 . 30-Day Sec yield of 2.52%. iShares Barclays 20 Year Treasury Bond Fund ETF (NYSEARCA: TLT ) - $0.2546 . 30-Day Sec yield of 2.75%. iShares iBoxx $ High Yield Corporate Bond Fund ETF (NYSEARCA: HYG ) - $0.3663 . 30-Day S… read more...

My Current View Of The S&P 500 Index - February 2018

via: SeekingAlpha at 2018-02-01 13:25:52:000

The stock market started the year by posting a strong gain. The market, as measured by the S&P 500 index, closed 5.62% higher in January. The SPDR S&P 500 ETF ( SPY ) gained 5.64% for the month. As for my pension plan assets, I made money in January. Consequently, my first investment… read more...

My Current View Of The S&P 500 Index - February 2018

via: SeekingAlpha at 2018-02-01 13:25:52:000

The stock market started the year by posting a strong gain. The market, as measured by the S&P 500 index, closed 5.62% higher in January. The SPDR S&P 500 ETF ( SPY ) gained 5.64% for the month. As for my pension plan assets, I made money in January. Consequently, my first investment… read more...

Ivy Portfolio February Update

via: SeekingAlpha at 2018-02-01 05:48:12:000

The Ivy Portfolio spreadsheet tracks the 10-month moving average signals for two portfolios listed in Mebane Faber's book The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets . Faber discusses 5, 10, and 20 security portfolios that have trading signals based on long… read more...

Ivy Portfolio February Update

via: SeekingAlpha at 2018-02-01 05:48:12:000

The Ivy Portfolio spreadsheet tracks the 10-month moving average signals for two portfolios listed in Mebane Faber's book The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets . Faber discusses 5, 10, and 20 security portfolios that have trading signals based on long… read more...

30-year Treasury yield tops 3% as investors see accelerating economy

via: CNBC at 2018-02-01 04:54:00:000

No summary available. read more...

30-year Treasury yield tops 3% as investors see accelerating economy

via: CNBC at 2018-02-01 04:54:00:000

No summary available. read more...

The Perfect Portfolio Vs. The New 60/40 Portfolio

via: SeekingAlpha at 2018-02-01 04:01:12:000

Here's my article, The Perfect Portfolio with 2 Tickers . Now keep in mind that this is not a portfolio recommendation but an idea for further evaluation, and an opportunity to observe the effect of longer term treasuries in combination with growth assets. Investors may be able to find their … read more...

The Perfect Portfolio Vs. The New 60/40 Portfolio

via: SeekingAlpha at 2018-02-01 04:01:12:000

Here's my article, The Perfect Portfolio with 2 Tickers . Now keep in mind that this is not a portfolio recommendation but an idea for further evaluation, and an opportunity to observe the effect of longer term treasuries in combination with growth assets. Investors may be able to find their … read more...

Time To Prefer Preferreds

via: SeekingAlpha at 2018-01-31 13:38:55:000

For some, preferreds have been a portfolio staple. Others have minimal or zero exposure. For this second group, the time has come to take a closer look at the asset class. With the S&P 500 off to a roaring 2018 start in the midst of a long bull run, many investors are likely left with an… read more...

Time To Prefer Preferreds

via: SeekingAlpha at 2018-01-31 13:38:55:000

For some, preferreds have been a portfolio staple. Others have minimal or zero exposure. For this second group, the time has come to take a closer look at the asset class. With the S&P 500 off to a roaring 2018 start in the midst of a long bull run, many investors are likely left with an… read more...

Market Volatility Bulletin: Equities Try To Regroup, While The VIX Term Structure Steepens Out

via: SeekingAlpha at 2018-01-31 11:50:49:000

Market Intro CNBC: 10:51 AM EST Stocks ( SPY , DIA , QQQ , IWM ) got a bit of reprieve after yesterday's bout of selling. At this stage S&P is trading near where it did during President Trump's first State of the Union address, which is unsurprisingly meeting with mixed reviews… read more...

Market Volatility Bulletin: Equities Try To Regroup, While The VIX Term Structure Steepens Out

via: SeekingAlpha at 2018-01-31 11:50:49:000

Market Intro CNBC: 10:51 AM EST Stocks ( SPY , DIA , QQQ , IWM ) got a bit of reprieve after yesterday's bout of selling. At this stage S&P is trading near where it did during President Trump's first State of the Union address, which is unsurprisingly meeting with mixed reviews… read more...

10-year yield reaches 2.75% after Fed says inflation will move higher

via: CNBC at 2018-01-31 06:02:00:000

No summary available. read more...

Meet The Team: The King Is Dead. Long Live The King! - Part II

via: SeekingAlpha at 2018-01-29 11:50:20:000

Background The original A-Team was launched at the end of Q1/2016 , with ten names making its lineup: Main Street Capital (NYSE: MAIN ): Part I Ares Capital Corporation (NASDAQ: ARCC ): Part II Starwood Property Trust, Inc. (NYSE: STWD ): Part III New Residential Invest… read more...

Meet The Team: The King Is Dead. Long Live The King! - Part II

via: SeekingAlpha at 2018-01-29 11:50:20:000

Background The original A-Team was launched at the end of Q1/2016 , with ten names making its lineup: Main Street Capital (NYSE: MAIN ): Part I Ares Capital Corporation (NASDAQ: ARCC ): Part II Starwood Property Trust, Inc. (NYSE: STWD ): Part III New Residential Invest… read more...

Meet The Team: The King Is Dead. Long Live The King! - Part II

via: SeekingAlpha at 2018-01-29 11:50:20:000

Background The original A-Team was launched at the end of Q1/2016 , with ten names making its lineup: Main Street Capital (NYSE: MAIN ): Part I Ares Capital Corporation (NASDAQ: ARCC ): Part II Starwood Property Trust, Inc. (NYSE: STWD ): Part III New Residential Invest… read more...

Market Volatility Bulletin: Equities Spooked On Higher Rates

via: SeekingAlpha at 2018-01-29 10:57:29:000

Market Intro CNBC: 10:31 AM Actually, interest rates ( IEF , AGG , TLT ) have been popping actually for several weeks: IB: Ten-Year UST Yield Not only that, but ten-year note volatility has also ratcheted higher: IB: Ten-Year Treasury VIX Really, equities ( SPY , DIA , … read more...

Market Volatility Bulletin: Equities Spooked On Higher Rates

via: SeekingAlpha at 2018-01-29 10:57:29:000

Market Intro CNBC: 10:31 AM Actually, interest rates ( IEF , AGG , TLT ) have been popping actually for several weeks: IB: Ten-Year UST Yield Not only that, but ten-year note volatility has also ratcheted higher: IB: Ten-Year Treasury VIX Really, equities ( SPY , DIA , … read more...

Market Volatility Bulletin: Equities Spooked On Higher Rates

via: SeekingAlpha at 2018-01-29 10:57:29:000

Market Intro CNBC: 10:31 AM Actually, interest rates ( IEF , AGG , TLT ) have been popping actually for several weeks: IB: Ten-Year UST Yield Not only that, but ten-year note volatility has also ratcheted higher: IB: Ten-Year Treasury VIX Really, equities ( SPY , DIA , … read more...

How To Invest In Bonds Despite Rising Rates

via: SeekingAlpha at 2018-01-29 09:35:52:000

Keeping some bond exposure in a rising rate environment may still temper a stock portfolios volatility without being a heavy drag, but it needs a process to allocate dynamically the capital to the right kinds of bonds. A 2-position bond ETF model has been added this year in Quantitati… read more...

How To Invest In Bonds Despite Rising Rates

via: SeekingAlpha at 2018-01-29 09:35:52:000

Keeping some bond exposure in a rising rate environment may still temper a stock portfolios volatility without being a heavy drag, but it needs a process to allocate dynamically the capital to the right kinds of bonds. A 2-position bond ETF model has been added this year in Quantitati… read more...

How To Invest In Bonds Despite Rising Rates

via: SeekingAlpha at 2018-01-29 09:35:52:000

Keeping some bond exposure in a rising rate environment may still temper a stock portfolios volatility without being a heavy drag, but it needs a process to allocate dynamically the capital to the right kinds of bonds. A 2-position bond ETF model has been added this year in Quantitati… read more...

Stock Market: Danger Is My Middle Name

via: SeekingAlpha at 2018-01-29 05:27:35:000

The U.S. stock market has turned parabolic. After steadily rising since late 2016, the S&P 500 Index has shifted into a higher gear to start 2018. Exciting? Indeed. Justified? Maybe, maybe not. Dangerous? That too. The Danger Of Fantasy I am your Fairy Godmother, and I must … read more...

Stock Market: Danger Is My Middle Name

via: SeekingAlpha at 2018-01-29 05:27:35:000

The U.S. stock market has turned parabolic. After steadily rising since late 2016, the S&P 500 Index has shifted into a higher gear to start 2018. Exciting? Indeed. Justified? Maybe, maybe not. Dangerous? That too. The Danger Of Fantasy I am your Fairy Godmother, and I must … read more...

Stock Market: Danger Is My Middle Name

via: SeekingAlpha at 2018-01-29 05:27:35:000

The U.S. stock market has turned parabolic. After steadily rising since late 2016, the S&P 500 Index has shifted into a higher gear to start 2018. Exciting? Indeed. Justified? Maybe, maybe not. Dangerous? That too. The Danger Of Fantasy I am your Fairy Godmother, and I must … read more...

Market Volatility Bulletin: VIX Term Structure Flattening, And That Makes Sense

via: SeekingAlpha at 2018-01-27 00:43:28:000

Market Intro CNBC: Friday close The headline above is a bit confusing - aren't Treasury yields ( IEF , TLT , AGG ) supposed to rise on solid economic news (more below)? The reality is that for those looking to trade volatility, perhaps Treasury vol is becoming increasingly valid as… read more...

Market Volatility Bulletin: VIX Term Structure Flattening, And That Makes Sense

via: SeekingAlpha at 2018-01-27 00:43:28:000

Market Intro CNBC: Friday close The headline above is a bit confusing - aren't Treasury yields ( IEF , TLT , AGG ) supposed to rise on solid economic news (more below)? The reality is that for those looking to trade volatility, perhaps Treasury vol is becoming increasingly valid as… read more...

Market Volatility Bulletin: VIX Term Structure Flattening, And That Makes Sense

via: SeekingAlpha at 2018-01-27 00:43:28:000

Market Intro CNBC: Friday close The headline above is a bit confusing - aren't Treasury yields ( IEF , TLT , AGG ) supposed to rise on solid economic news (more below)? The reality is that for those looking to trade volatility, perhaps Treasury vol is becoming increasingly valid as… read more...

Market Volatility Bulletin: VIX Term Structure Flattening, And That Makes Sense

via: SeekingAlpha at 2018-01-27 00:43:28:000

Market Intro CNBC: Friday close The headline above is a bit confusing - aren't Treasury yields ( IEF , TLT , AGG ) supposed to rise on solid economic news (more below)? The reality is that for those looking to trade volatility, perhaps Treasury vol is becoming increasingly valid as… read more...

Market Volatility Bulletin: VIX Term Structure Flattening, And That Makes Sense

via: SeekingAlpha at 2018-01-27 00:43:28:000

Market Intro CNBC: Friday close The headline above is a bit confusing - aren't Treasury yields ( IEF , TLT , AGG ) supposed to rise on solid economic news (more below)? The reality is that for those looking to trade volatility, perhaps Treasury vol is becoming increasingly valid as… read more...

ETFGI Reports Assets Invested In Global ETF Industry Increased To 1.624 Trillion U.S. Dollars At The End Of 2017

via: SeekingAlpha at 2018-01-26 17:23:55:000

Assets invested in global ETF industry extend lead over assets in global hedge fund industry to US$1.624 trillion at the end of 2017 Record US$4.835 trillion invested in 7,178 ETFs/ETPs listed globally at the end of 2017 Record US$3.211 trillion invested in 8,335 hedge funds globally at … read more...

ETFGI Reports Assets Invested In Global ETF Industry Increased To 1.624 Trillion U.S. Dollars At The End Of 2017

via: SeekingAlpha at 2018-01-26 17:23:55:000

Assets invested in global ETF industry extend lead over assets in global hedge fund industry to US$1.624 trillion at the end of 2017 Record US$4.835 trillion invested in 7,178 ETFs/ETPs listed globally at the end of 2017 Record US$3.211 trillion invested in 8,335 hedge funds globally at … read more...

ETFGI Reports Assets Invested In Global ETF Industry Increased To 1.624 Trillion U.S. Dollars At The End Of 2017

via: SeekingAlpha at 2018-01-26 17:23:55:000

Assets invested in global ETF industry extend lead over assets in global hedge fund industry to US$1.624 trillion at the end of 2017 Record US$4.835 trillion invested in 7,178 ETFs/ETPs listed globally at the end of 2017 Record US$3.211 trillion invested in 8,335 hedge funds globally at … read more...

ETFGI Reports Assets Invested In Global ETF Industry Increased To 1.624 Trillion U.S. Dollars At The End Of 2017

via: SeekingAlpha at 2018-01-26 17:23:55:000

Assets invested in global ETF industry extend lead over assets in global hedge fund industry to US$1.624 trillion at the end of 2017 Record US$4.835 trillion invested in 7,178 ETFs/ETPs listed globally at the end of 2017 Record US$3.211 trillion invested in 8,335 hedge funds globally at … read more...

ETFGI Reports Assets Invested In Global ETF Industry Increased To 1.624 Trillion U.S. Dollars At The End Of 2017

via: SeekingAlpha at 2018-01-26 17:23:55:000

Assets invested in global ETF industry extend lead over assets in global hedge fund industry to US$1.624 trillion at the end of 2017 Record US$4.835 trillion invested in 7,178 ETFs/ETPs listed globally at the end of 2017 Record US$3.211 trillion invested in 8,335 hedge funds globally at … read more...

ETFGI Reports Assets Invested In Global ETF Industry Increased To 1.624 Trillion U.S. Dollars At The End Of 2017

via: SeekingAlpha at 2018-01-26 17:23:55:000

Assets invested in global ETF industry extend lead over assets in global hedge fund industry to US$1.624 trillion at the end of 2017 Record US$4.835 trillion invested in 7,178 ETFs/ETPs listed globally at the end of 2017 Record US$3.211 trillion invested in 8,335 hedge funds globally at … read more...

Meet The Team: The King Is Dead. Long Live The King!

via: SeekingAlpha at 2018-01-24 21:26:53:000

Background The original A-Team was launched at the end of Q1/2016 , with ten names making its lineup: Main Street Capital (NYSE: MAIN ): Part I Ares Capital Corporation (NASDAQ: ARCC ): Part II Starwood Property Trust, Inc. (NYSE: STWD ): Part III New Residential Inve… read more...

Meet The Team: The King Is Dead. Long Live The King!

via: SeekingAlpha at 2018-01-24 21:26:53:000

Background The original A-Team was launched at the end of Q1/2016 , with ten names making its lineup: Main Street Capital (NYSE: MAIN ): Part I Ares Capital Corporation (NASDAQ: ARCC ): Part II Starwood Property Trust, Inc. (NYSE: STWD ): Part III New Residential Inve… read more...

Bond Yield Outlook - Capitulation Time

via: SeekingAlpha at 2018-01-24 18:08:31:000

With the latest round of flash manufacturing PMI data and a couple of key levels already being breached (across markets), it's a good opportunity to review the outlook for bond yields. Forecasting higher bond yields has been a practice fraught with error over the past few years, and yet, the f… read more...

Dual Momentum Update

via: SeekingAlpha at 2018-01-24 11:25:09:000

With over two years of experience working with the Dual Momentum model , I've become more and more comfortable managing portfolios using this investing approach. The basic model follows a few simple rules as follows. For starters, consider SHY, iShares 1-3 Year Bond Treasury as a reference or… read more...

Market Volatility Bulletin: Can China Credibly Sell U.S. Treasuries As A Negotiating Tactic In Trade?

via: SeekingAlpha at 2018-01-24 09:18:51:000

Market Intro The US dollar index ( UUP ) has recently pulled below the 90 level which had acted as support over the last several months. Investing.com, 8:03AM EST The one-day activity in the dollar is of course interesting. We thought it would be good to take a peek at which currenci… read more...

Are Bonds Different? Common Myths About Bond Index Funds

via: SeekingAlpha at 2018-01-24 07:44:34:000

A lot of investors have been using equity index funds for years. But many are just getting started with index funds in the bond market, and exchange-traded funds (ETFs) are leading the way. Unfortunately, there are myths and misinformation aplenty surrounding fixed-income index funds and ETFs,… read more...

Market Volatility Bulletin: Yields Higher, Vols Higher, Equities Higher

via: SeekingAlpha at 2018-01-23 11:49:24:000

Market Intro IB: 10-Yr US Treasury Note Yield (LH Axis), 10-Yr Note VIX (RH Axis) Volatility on the 10-Yr US Treasury Note ( IEF , AGG ) appears to have turned a corner in mid December. This pick up in vol coincides with increases in a variety of other vol readings: equities ( SPY , … read more...

US Treasury yields drop after government shutdown is averted

via: CNBC at 2018-01-23 05:01:00:000

No summary available. read more...

The New 60/40

via: SeekingAlpha at 2018-01-22 07:30:00:000

Historically, a portfolio mix of 60% stocks and 40% bonds has been a formula for long-term investing success. This heuristic was commonly used by pension funds to capture a portion of the upside of equity markets while the bond component cushioned returns in weak market environments. Over th… read more...

US Treasury yields hit highs as Senators broker deal to end government shutdown

via: CNBC at 2018-01-22 05:43:00:000

No summary available. read more...

Ex-Date Payment Date Record Date Declared Date Amount Flag Dividend Type Qualified Indicated
2018-02-01 2018-02-07 2018-02-02 2018-01-31 0.24183 Dividend income
2017-12-21 2017-12-28 2017-12-22 2017-12-20 0.036408 Dividend income
2017-12-14 2017-12-22 2017-12-15 2017-12-01 0.1 Dividend income
2017-12-01 2017-12-07 2017-12-04 2017-01-12 0.230877 Dividend income
2017-11-01 2017-11-07 2017-11-02 2017-10-31 0.227998 Dividend income
2017-10-02 2017-10-06 2017-10-03 2017-09-29 0.227283 Dividend income
2017-09-01 2017-09-08 2017-09-06 2017-08-31 0.229744 Dividend income
2017-08-01 2017-08-07 2017-08-03 2017-07-31 0.229845 Dividend income
2017-07-03 2017-07-10 2017-07-06 2017-06-30 0.225168 Dividend income
2017-06-01 2017-06-07 2017-06-05 2017-05-31 0.230151 Dividend income
2017-05-01 2017-05-05 2017-05-03 2017-04-28 0.23914 Dividend income
2017-04-03 2017-04-07 2017-04-05 2017-03-31 0.222398 Dividend income
2017-03-01 2017-03-07 2017-03-03 2017-02-28 0.220281 Dividend income
2017-02-01 2017-02-07 2017-02-03 2017-01-31 0.21805 Dividend income
2016-12-22 2016-12-29 2016-12-27 2016-12-21 0.248665 Dividend income
2016-12-01 2016-12-07 2016-12-05 2016-11-30 0.203914 Dividend income
2016-11-01 2016-11-07 2016-11-03 2016-10-31 0.20976 Dividend income
2016-10-03 2016-10-07 2016-10-05 2016-09-30 0.20315 Dividend income
2016-09-01 2016-09-08 2016-09-06 2016-08-31 0.207574 Dividend income
2016-08-01 2016-08-05 2016-08-03 2016-07-29 0.206697 Dividend income
2016-07-01 2016-07-08 2016-07-06 2016-06-30 0.212476 Dividend income
2016-06-01 2016-06-07 2016-06-03 2016-05-31 0.218163 Dividend income
2016-05-02 2016-05-06 2016-05-04 2016-04-29 0.205191 Dividend income
2016-04-01 2016-04-07 2016-04-05 2016-03-31 0.221533 Dividend income
2016-03-01 2016-03-07 2016-03-03 2016-02-29 0.220516 Dividend income
2016-02-01 2016-02-05 2016-02-03 2016-01-29 0.228012 Dividend income
2015-12-24 2015-12-31 2015-12-29 2015-12-23 0.22234 Dividend income
2015-12-01 2015-12-07 2015-12-03 2015-11-30 0.161948 Short term capital gain
2015-11-02 2015-11-06 2015-11-04 2015-10-30 0.21461 Dividend income
2015-10-01 2015-10-07 2015-10-05 2015-09-30 0.205066 Dividend income
2015-09-01 2015-09-08 2015-09-03 2015-08-31 0.22239 Dividend income
2015-08-03 2015-08-07 2015-08-05 2015-07-31 0.212854 Dividend income
2015-07-01 2015-07-08 2015-07-06 2015-06-30 0.216427 Dividend income
2015-06-01 2015-06-05 2015-06-03 2015-05-29 0.206341 Dividend income
2015-05-01 2015-05-07 2015-05-05 2015-04-30 0.206062 Dividend income
2015-04-01 2015-04-08 2015-04-06 2015-03-31 0.210734 Dividend income
2015-03-02 2015-03-06 2015-03-04 2015-02-27 0.18567 Dividend income
2015-02-02 2015-02-06 2015-02-04 2015-01-30 0.176132 Dividend income
2014-12-24 2014-12-31 2014-12-29 2014-12-23 0.369346 Dividend income
2014-12-01 2014-12-05 2014-12-03 2014-11-28 0.092498 Short term capital gain
2014-11-03 2014-11-07 2014-11-05 2014-10-31 0.191961 Dividend income
2014-10-01 2014-10-07 2014-10-03 2014-09-30 0.189007 Dividend income
2014-09-02 2014-09-08 2014-09-04 2014-08-29 0.194652 Dividend income
2014-08-01 2014-08-07 2014-08-05 2014-07-31 0.200017 Dividend income
2014-07-01 2014-07-08 2014-07-03 2014-06-30 0.195572 Dividend income
2014-06-02 2014-06-06 2014-06-04 2014-05-30 0.207042 Dividend income
2014-04-01 2014-04-07 2014-04-03 2014-03-31 0.20492 Dividend income
2014-03-03 2014-03-07 2014-03-05 2014-02-28 0.200028 Dividend income
2014-02-03 2014-02-07 2014-02-05 2014-01-31 0.205696 Dividend income
2013-12-26 2014-01-02 2013-12-30 2013-12-24 0.210241 Dividend income
2013-12-02 2013-12-06 2013-12-04 2013-11-29 0.011207 Long term capital gain
2013-11-01 2013-11-07 2013-11-05 2013-10-31 0.190203 Dividend income
2013-10-01 2013-10-07 2013-10-03 2013-09-30 0.190762 Dividend income
2013-09-03 2013-09-09 2013-09-05 2013-08-30 0.198158 Dividend income
2013-08-01 2013-08-07 2013-08-05 2013-07-31 0.204552 Dividend income
2013-07-01 2013-07-08 2013-07-03 2013-06-28 0.197576 Dividend income
2013-05-01 2013-05-07 2013-05-03 2013-04-30 0.201559 Dividend income
2013-04-01 2013-04-05 2013-04-03 2013-03-28 0.260307 Dividend income
2013-03-01 2013-03-07 2013-03-05 2013-02-28 0.209487 Dividend income
2013-02-01 2013-02-07 2013-02-05 2013-01-31 0.211452 Dividend income
Ex-Date Declared Date Record Date Payment Date Ratio To Factor For Factor
Data provided for free by IEX