FIBR News and Press, iShares U.S. Fixed Income Balanced Risk Factor ETF From 07/15/19

I said my peace on what I consider to be the big market stories last week, so I won’t belabour bonds and equities too much this week. FX markets, however, could well be the driver of the NarrativeTM in the next few months, at least judging by the rustling of the grapevine. This story ...

Like a shark smelling blood in the water, I don't care that the blood is in the water from leaking out of what will be a dead horse, if it isn't deceased already. I pretty much intend to beat on it one way or another. The issue isn't just fed funds, it's why anyone cares about that market at a...

Here is my monthly inflation update. We continue along in the same pattern. This month, there was a bit of a bump in non-shelter inflation, but the trailing 12-month rate remains about 1.1% and shelter inflation remains about 3.4%. Going forward, I think inflation may become a less important...

This is the transcript from my podcast, THE WOLF STREET REPORT : It constantly comes up: With all this central bank money printing and the zero-interest-rate policies and the negative-interest-rate policies, and all these central bank liquidity injections, in other words, with all these loo...

Things have changed, obviously. Chairman Powell and the rest of the FOMC, the majority anyway, have come around to rate cuts. Where they were hawkish in December, noncommittal as late as May, they've been spooked into them over the last month or so. As it stands, the first one is less than thr...

U.S. core consumer price inflation ((CPI)) was firmer than expected in June, with a 0.3% rise that boosted the year-over-year rate to 2.1%. The timing of the strong print is somewhat awkward for Federal Reserve officials who have signaled a willingness to cut interest rates in July, and for Ch...

By Jill Mislinski The Bureau of Labor Statistics released the June Consumer Price Index data on Thursday morning. The year-over-year non-seasonally adjusted Headline CPI came in at 1.65%, down from 1.79% the previous month. Year-over-year Core CPI (ex Food and Energy) came in at 2.13%, up ...

By Barkley Rosser Buried in the Weekend section of the Financial Times is a report that the aggregate value of assets that earn negative nominal yields has substantially expanded since the beginning of 2019 and has reached a new high. So, on January 1, 2019, the value of these assets was...

By Krishna Memani , Vice Chairman of Investments The Fed's pivot to easier policy likely extends the current business cycle As the global equity markets rebounded from their December 2018 lows, we have all heard the constant refrain: Bad news being good news can't last, the day of...

Three different people directed me to a Robert Barro column that asks how the Fed achieved its recent success in inflation targeting: Judging by the US inflation rate over past decades, the Fed's monetary policy has worked brilliantly. Annual inflation has averaged only 1.5% per year si...