AGZ News and Press, iShares Agency Bond From 05/27/24

2024-05-27 04:22:00 ET Summary The US economic upturn accelerated again in May after two months of slower growth, with the early PMI data signaling the fastest expansion for just over two years. US business activity growth accelerated sharply to its fastest for just over two years...

2024-05-27 03:32:00 ET Summary Today’s unemployment and inflation environment is a far cry from what it was in the 1980s' stagflationary years. Median stock market volatility in year four of an election cycle is essentially the same as it is in years one and three. Chin...

2024-05-24 00:05:00 ET Summary The current focus of the FOMC is on achieving the inflation mandate rather than the employment mandate. The FOMC is more concerned about the risk of inflation than the state of the labor market. Unemployment remains low and is not a major concern...

2024-05-21 03:15:00 ET Summary Bonds and stocks rallied last week on the back of two pretty good inflation reports, I suppose. Current inflation expectations are consistent with expectations prior to and just after the 2008 financial crisis. While inflation expectations didn&#...

2024-05-20 14:15:00 ET Summary We stay dynamic on a strategic horizon to take advantage of sharp valuation shifts. We go overweight emerging market stocks for the first time since 2020. U.S. stocks hit all-time highs while 10-year yields fell after the CPI data met expectations. W...

2024-05-20 10:50:00 ET Summary Whatever traders and investors were focused on last week, the result was a drop in interest rates across the curve, with the 10-year Treasury yield dropping by about 8 basis points. Over the last month, with the 10-year yield down a little over 16 ba...

2024-05-20 02:53:00 ET Summary The US economy grew 3.1% last year, trouncing widespread calls for a recession and exceeding my relatively sober expectation for 2% growth. The correct way to view the interplay between growth and inflation is to first understand that high inflation ...

2024-05-18 07:00:00 ET Summary Edward Yardeni, President of Yardeni Research, has been - and remains - bullish on the stock market given a Federal Reserve that will likely retreat to the sidelines, strong consumer spending, and a solid growth outlook. Jose Torres, Senior Economist...

2024-05-16 14:30:00 ET Summary US CPI improves the inflation picture. US inflation is improving but some aspects are still troubling for the Fed. What the US bond market tells us about the outlook for rates. ... Read the full article on Seeking Alpha ...

2024-05-16 13:30:00 ET Summary The YoY CPI has been near the low 3% range since June of last year, but it has picked back up over the last two months. Looking at the individual categories relative to history, it is clear that Energy is having an outsize effect and that shelter rem...