JHML News and Press, John Hancock Multifactor Large Cap From 10/02/21

Risks to US economic recovery are growing as inflation pressures intensify. The German election was won narrowly by the SPD, as expected, but coalition talks will take some time. Key for the UK at the moment is interest rate expectations with the market’s pricing in three b...

In the short term, interest rates aren't the "issue", Washington D.C. is the "issue". China’s energy crunch may spark the next global supply chain issue. The third quarter is history and the 2021 rally is now at a crossroads. Global economic data remains resilient. ...

Debt ceiling standoff continues in Washington, D.C. Are energy prices partly to blame for the jump in U.S. government bond yields? The traffic-light coalition: The next leaders of Germany’s government? For further details see: 3 Potential Factors Behind The Rise I...

High frequency indicators can give us a nearly up-to-the-moment view of the economy. The metrics are divided into long leading, short leading, and coincident indicators. Commodity and transportation prices of all kinds are continuing to rise, many at an accelerating rate. Evid...

The final September results from the University of Michigan Surveys of Consumers show overall consumer sentiment rose slightly in September following back-to-back declines in July and August. Overall consumer sentiment increased to 72.8 in September, up from 70.3 in August, a 3.6 perc...

The Federal Reserve's use of reverse repurchase agreements to offset its outright purchases of securities and keep the Federal Funds rate positive continues. At the end of the last banking week, September 29, 2021, the amount of reverse repurchase agreements on the Fed's balance sheet...

Global markets suffered their broadest retreat in a year during September. The bullish exception: commodities, which delivered a solid gain last month. Notably, US stocks and bonds lost ground, giving support to concerns that the historical diversification benefits of pairing the two ...

Initial claims for regular state unemployment insurance totaled 362,000 for the week ending September 25, a rise of 11,000 from the previous week’s tally of 351,000. Initial claims have risen for three consecutive weeks and four of the last six weeks, putting the latest week at...

Record margin debt, approaching $1 trillion. Record option volumes, which recently exceeded stock market volumes for the first time ever. Record equity inflows and household net worth exposed to the stock market. What could possibly go wrong? For further details see: ...

The yield curve is telling us the market is getting ready for a less dovish Fed and slowing growth. The dollar is ripping higher and that will slow global growth. The equity market is setting up for a 2015, 2018 like showdown. For further details see: It's Time To Wake U...