EFA News and Press, iShares MSCI EAFE From 11/03/22

Summary SCZ has underperformed U.S. stocks and global stocks. SCZ offers good value relative to other segments around the world. Investors should be mindful of the SCZ portfolio’s elevated exposure to Japanese equities. If you don't go out on the branch, y...

Summary My allocation remains the same for November. SPY remains in bearish alignment. IWM managed to close above its 6-month moving average. In this month's article, I outline why I am maintaining my October's allocation to the SPDR S&P 500 ETF ( SPY ) at 40...

Summary We see central banks on a path to overtighten policy. Their balance sheet reductions up selling pressure on government bonds, so we’re underweight. We think rates will - and may already have - hit levels that make recessions foretold. That isn’t yet reflected...

Summary Business investment and employment look set to also deteriorate amid the drop in confidence and signs of excess capacity developing. The US economic downturn gathered significant momentum in October, according to the flash S&P Global PMI data. A further uncertainty...

Summary Rising rates continue to cause strong headwinds in Q3 2022. The new paradigm in Momentum investing. Quantifying inflation sensitivity in major benchmarks. The market continues to follow the 2000 road map. Rising rates create strong headwinds in Q3 The...

Summary Stocks, bonds, and just about all other markets are down double-digits in 2022. With global recession looming, we are in a broad bear market that likely has further to go. During times of uncertainty, investors favor assets perceived to be safe and familiar. In the US, tha...

Summary The recession we see from Federal Reserve rate hikes eclipses any impact from U.S. midterm elections. We stay underweight developed market (DM) stocks. Yields rose and stocks rallied off lows as markets mulled the scope of central bank rate hikes amid a “whatever it...

Summary U.S. equity markets rebounded with their best weekly gains since July after a decent start to corporate earnings season eased the seemingly-relentless selling pressure even as interest rates swelled to multi-decade-highs. Rebounding from two-year-lows and gaining for just ...

Summary How far will policy rates need to go to tame inflation and is a recession imminent? Until central banks see a significant decline in wage growth, they’re likely to keep conditions tighter for longer. There’s evidence that conditions may continue to suppor...

Summary Global GDP growth is still expected to be positive in 2022 (excluding Russia) but is expected to fall fairly dramatically in 2023. The U.S. Q3 2022 earnings season has just begun, and the outlook is for lower but still positive revenue and earnings growth. Inflation wi...