DJP News and Press, iPath Bloomberg Commodity Index Total Return ETN From 06/13/22

We could all be on the cusp of the most deadly inflation the world has ever experienced, due to a unique setup of global forces that have the power to accelerate that into happening in a surprisingly short amount of time. There is an obvious back channel by which inflation from Fed mo...

The year-over-year change in core CPI peaked in March and is coming down, albeit slower than we’d all like to see. The economy is slowing in some areas and inflation is still high but probably peaking. Bond yields are starting to look pretty attractive relative to stock div...

If you are an investor and sell every time your perception of uncertainty rises, you will avoid risk, but you will also miss opportunities. Our heightened state of awareness about uncertainty has us focused on the negative outcomes, assuming the worst-case scenarios will be realized. ...

Commodity prices have been skyrocketing, fueled by a confluence of factors, including a commodities super-cycle, the post-pandemic recovery, ongoing supply shocks, and geopolitical turmoil. There is one macroeconomic factor that does not appear to be driving commodity prices - Chinese...

Long ideas for a long Memorial Day holiday weekend. U.S. stocks and their underlying earnings are running well ahead of trend. While U.S. Treasuries have also struggled, their outlook is improving. Innovative ways to gain exposure to more specialized areas of capital markets w...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

The economic news emanating from Britain and the European Union is continuing to come in weak, as many European countries are expected to slip into a recession this year. While inflation may be ebbing in China and the U.S., inflation is still accelerating in Britain and the rest of Eu...

The iPath® Bloomberg Commodity Index Total Return ETN tries to track the index included in its name. With a 36% weight in Energy, DJP has done well so far in 2022.  A full review will help investors decide if their mix will prosper in this inflationary year. As with most...

Our rising price problem is, more than anything, a supply problem, and reducing demand is certainly one way to tackle it. But returning to the pre-COVID growth rate doesn’t mean we are headed to recession, that contraction is in our immediate future. US stocks and REITs wer...

Concerns about inflation adversely impacting the consumer and corporate profitability appeared to drive the weakness. The consumer staples and consumer discretionary sectors led today’s decline, trading down around 5% and 6%, respectively. Given the compounding uncertainty ...