FXN News and Press, First Trust Energy AlphaDEX Fund From 02/24/22

It seems likely that Russia’s overwhelming military force will eventually prevail and Ukraine’s government and independence will succumb. Inflation is already elevated and rising energy prices will likely exacerbate pricing pressure further. Russia’s growing e...

Russia's recognition of the Donetsk and Lugansk People's Republics (DLPR) has sparked global outrage and triggered the first tranche of sanctions. Although Russian markets are closed for a public holiday, offshore trading shows a continued sell-off in Russian USD debt. We take a l...

US inflation remains elevated and appears on track to remain so for the immediate future. The Producer Price Index for All Commodities has peaked on a year-over-year basis. The sharp increase in shipping costs over the past year captures the supply-chain disruptions that have been...

The U.S. has been importing more crude oil from Russia, especially on the West Coast, due to the decline of Alaska’s crude oil output. So, if the U.S. tried to curtail Russian energy imports, then the record prices at the pump on the West Coast could soar higher. China is expor...

Forecasting macro activity and managing expectations have become substantially more difficult. As the West imposes sanctions on Russia, the potential for a severe supply shock lurks – particularly for oil and natural gas. Macroeconomic risk will rise, perhaps leading to a n...

Russia supplies natural gas to Europe, and in the event of US sanctions, this could impact Europe. But there are so many LNG ships in the Atlantic right now that lease rates have collapsed, so Russian threats to cut off Europe’s gas may not be much of a threat. The other big th...

Non-U.S. markets, including EM, DM, and Asia, are outperforming the U.S. markets after underperforming last year. After slightly underperforming growth last year, value is where the money is flowing. With the economy still in growth mode, cyclical stocks should do better than defe...

To help address investor concerns about Russia-Ukraine tensions, our Portfolio Managers examine the impact on their respective asset classes and potential allocation changes. We believe sanctions initially will focus on Russia’s top security personnel and companies directly inv...

Why inflation may be here to stay for the long term. The Fed may have to be more proactive if it wants to get ahead of inflation. Why wage growth is the big inflation driver and the reason inflation will be around for a while. For further details see: How Far Will The Fe...

European energy markets became very tight and volatile over the course of 2021. Most industrial sectors are energy-intensive and rely more on gas and power for heating and feedstock, where prices have skyrocketed. High-profit margins are a cushion for higher procurement prices. ...