BSJN News and Press, Invesco BulletShares 2023 High Yield Corporate Bon From 03/18/24

2024-03-18 11:15:00 ET Summary Over the last two years, the evolution of the US economy has been driven by a return to “normal”. The change in cash levels at the household level were large and have proved more persistent than most expected. At the end of last yea...

2024-03-16 04:55:00 ET Summary In early 2024, investors' eyes remain intently focused on the Federal Reserve's policy path, as decelerating inflation should open the door to Fed rate cuts this year - a pivotal event for financial markets. A much-flagged risk for this year is that,...

2024-03-11 09:47:00 ET Summary Q4 data confirm that government finance Bubble dynamics run unabated. Domestic Financial Sector borrowings recovered to SAAR $695 billion, after two straight quarters of contraction. The Household Balance Sheet is a key Bubble manifestation, a ma...

2024-02-25 11:52:00 ET Summary Investment-grade CDS traded down to 51 bps Thursday, the low back to December 31, 2021. High yield CDS sank to 336 bps, the low since February 1, 2022. Nvidia added $155 billion of market capitalization (reaching $2 TN), as stocks surged further into...

2024-02-23 05:30:00 ET Summary We believe that a mild recession in the first half of the year is likely. The Fed Funds rate topped out at 5.3% in August 2023, which puts a recession on track for either the first or second quarter. The economy has shifted from one extreme to an...

2024-02-04 22:46:00 ET Summary A traditional investment-grade multi-sector bond portfolio offers clear attractions. An investment-grade-only portfolio misses out on the benefit of wider diversification. The high-yield market is relatively small and has tended to benefit as bon...

2024-01-30 09:22:00 ET Summary Interest rates in most parts of the world appear to be stabilizing as we enter 2024, as inflation trends continue to decline from the high levels seen in the summer of 2022. The Federal Reserve remains laser-focused on inflation and suggested there m...

2024-01-29 09:24:00 ET Summary The economy has gained a head of steam since the FOMC’s December 13th meeting. Additional stronger-than-expected data this week. Q4 GDP was reported at 3.3%, down from Q3’s blistering 4.9%, but significantly above the 2.0% consensus est...

2024-01-29 03:58:00 ET Summary It was a narrow stock market in 2023, in terms of annual returns, with the so-called “Mag 7” leading the way. It’s still an ordinary bull market for the Nasdaq 100, with more room to the upside. The credit markets today seem ...

2024-01-26 21:36:00 ET Summary From October 2022 through December 2023, cumulative returns for the US Treasury Bill 1–3 Month Index were 6.1%, compared with 7.5% for the Bloomberg US Aggregate Bond Index. Historically, in the three months prior to the first Fed rate cut, th...