Short-Term Market Volatility Could Provide Lo...

ltrashort bond funds are experiencing highs and lows this year. They racked up a record $24 billion monthly inflow in March. But their fortunes reversed in April. Investors yanked out $1.6 billion. It was the biggest monthly outflow for the category in about two years. Ultrashort ...  Show more

Is a global debt emergency on the horizon? Big Tech’s bond-issuing spree is helping to pay for its massive artificial intelligence buildout. And it’s not expected to slow down this year. Meanwhile, the US federal deficit has swelled to about $39 trillion, according to the US Trea ...  Show more

Fed Day brings dovish expectations; so far, so good in current earnings season. Economic data is all over the board; Europe emerges from Recession. Taxes to increase; tax flight is inevitable. Market correction continues; can it hold support at 100-DMA? A 10% correction would be ...  Show more

The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh dat ...

Central banks around the world are starting to signal a shift in monetary policy, hinting at potential interest rate cuts in 2024. This comes after months of aggressive tightening to combat rising inflation. Market projections suggest at least 100 basis points (bps) of cuts by ...

We’re halfway through the year, and it’s time to take stock. The AI narrative continues to power the equity bull market. Central banks have started to cut interest rates. And the US Presidential election looms large. We debate if things are as good as they look and what risks lie ...  Show more