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

The supply of new Treasury debt should average at least $1.5 trillion a year over the next 5 years. Household debt growth is also likely to soar, both mortgage and unsecured debt. At current interest rates, investor demand doesn't seem nearly sufficient to fund the total of $4 tri...

It’s turning into a debacle. Evergrande bonds ended the week at 20 cents on the dollar, with yields surging to 72.5%. Mounting evidence suggests China’s historic apartment Bubble has been pierced. Now it’s a matter of how rapidly prices deflate. And there appe...

While there was a big downside NFP surprise (194K vs. Bloomberg consensus of 500K), the overall picture is not much altered. There are reasons to believe that the September figures are perhaps distorted somewhat by seasonal issues (including school related), as well as real-world fact...

Economies are reaccelerating as the number of Delta cases and death have peaked. We could have a great year in 2022 if our government could get its act together. We have concentrated on the producers that will benefit from a robust global economy and tech companies benefitting fro...

This year has been the poster child for listening and following what the market price action is telling us. The stock market is in the process of sorting out all of the "changes" being proposed. One of the short-term concerns is off the table as the "debt ceiling issue" is kicked ...

U.S. September job growth slows, but wage gains intensify. Senate approves short-term U.S. debt-ceiling extension. What’s behind the rise in energy prices in Europe? For further details see: Could September's Disappointing U.S. Jobs Report Alter The Fed's Tapering...

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 continue to soar. Despite this, the long leading, short leading, and co...

Why there are reasons to stay positive on markets. Outlook for equities in the next 12 months. Is a market correction coming this fall? For further details see: The October Effect: Why There Are Reasons To Stay Positive On Markets

Global equities rose through most of the third quarter but gave up most of their gains in a volatile September. As the forces driving stock returns rapidly change in our COVID-scarred world, we believe active managers can help investors effectively navigate the recovery’s uncer...

Gains over the past year have been somewhat erratic and may suggest an extended time before employment reaches the pre-pandemic level. Sharp drops in state and local government education employment were the primary reasons for the relatively large difference between total nonfarm payr...