Chasing Yields
Our latest musings about actions and events affecting the investment landscape
Rate Cut This Week – Does it Really Matter?
A Federal Reserve rate cut this month can be significant depending on various factors. Generally, it aims to stimulate economic growth by making borrowing cheaper, which encourages spending and investment.
Why are my bond values down when stocks are up and Treasuries are holding steady?
Investors may be puzzled about why bond values are declining while stocks soar and Treasuries hold steady. However, this situation presents a compelling opportunity for savvy investors.
Bond Market Still Concerned About Inflation
The bond market sold off today, with fresh concerns about the outlook for inflation after the June CPI showed prices rose the most since the beginning of the year, and continued threats from President Trump to fire Federal Reserve Chairman Jerome Powell.
Read our latest Market Insights.
Business Pessimism Stagnates Corporate Planning
This week, the Federal Reserve Bank of NY released the findings of its April Empire State Manufacturing Index, a snapshot survey of the health of the manufacturing sector in NY. As per the respondents, there was a modest decline in business activity, which was,...
Who Will Buy Our Debt Today?
As the US Treasury prepares to sell $39 billion 10-yr bonds today, the big question on economist’s minds is, who will buy our bonds? The Treasury sells billions of dollars in bonds to fund government debt; typically, foreign central banks…
Keeping an Eye on the Dollar
As the U.S. braces for global reactions to tariffs, investor attention has been predominantly focused on how the stock and bond markets are trading.
Market Expectations Reaching New Lows
The investor’s Consumer Confidence Index for March reached a 4-year low of 92.9, down from 100.1 in February, according to The Conference Board. Also released was the Expectation Index, which lists consumers’ short-term outlook for…
Bond Yields Hit Multi-Month Highs
As Americans digest election results after another historic election, the stock market is soaring, and bond yields are higher. Yields hit multi-month highs as growth policies took center stage. In addition, the Fed is expected to lower interest rates by .25 basis...