BBSA News and Press, JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF From 06/27/19

By Kevin Flanagan, Head of Fixed Income Strategy After a Federal Reserve (Fed) meeting like the one last week, it's always prudent to take a step back and let the dust settle, don't you think? Certainly, a great deal of "post-game" analysis has already occurred, and we have even seen eco...

By Ryan McMaken Money supply growth inched up in May, rising slightly above March's and April's growth levels. But overall growth levels remain quite low compared to growth rates experienced from 2009 to 2016. March's growth rate, for examples, was at a 12-year (145-month) low. In May,...

Editor's note: Originally published at tsi-blog.com on June 25, 2019. [This post is a slightly modified excerpt from a TSI commentary published about two weeks ago.] The way that most new money was created over the past 10 years was different to how it was created during earlier cycl...

By Joseph V. Amato, President and Chief Investment Officer - Equities They may discourage the fiscal reform and corporate investment that the economy needs. Who doesn't love a good stock market rally? We certainly do, but the key question we are asking ourselves is whether lower intere...

If you have nothing left, it can sound like a winning argument, but you have to really try hard enough. In October 2015, with another false dawn dawning on the public, former Federal Reserve Chairman Ben Bernanke wrote and op-ed published in the Wall Street Journal . As had become his habit...

The 10-year Treasury rate has fallen below 2.0% for the first time since November 2016, blowing through the bearish reasons to "short" bonds at the last "blow-off" top. As I have outlined in many of my past research notes, the driving factors behind US Treasury rates are credit risk, ...

A version of this piece originally appeared in the Financial Times on 19th June, 2019. Central banks around the world are pivoting toward easier monetary policy. In some countries, this means rates are falling below previous record lows, and in the U.S., the Federal Reserve has pause...

By James Knightley The Fed has opened the door to rate cuts, but it may not be as aggressive as the market expects. For now, we're sticking to our recently revised forecast for rate cuts in September and December, but if the data deteriorates and President Trump and President Xi's mee...

Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...

Updated for imminent rate cuts and latest FOMC statement (June 19) Rate cuts will be insurance against whatever "trade wars" will throw at the global economy. That's the current line from monetary officials in the US, anyway. The real question to ask is, how would they know? Starting with ...