JJS News and Press, iPathA Series B Bloomberg Softs Subindex Total Return ETN From 07/01/22

This year is shaping up to be historic in terms of real asset performance, according to BofA Securities. In his weekly Flow Show note, strategist Michael Hartnett wrote Friday that in real terms, government bonds ( TBT ) ( TLT ) ( SHY ) are on course for their worst perf...

Data released in June showed that annual headline CPI inflation - previously thought to be cooling - had touched a new 40-year high. Substantial rate hikes are possible as the Fed remains focused on stabilizing prices; however, in the process, a recession may become unavoidable. W...

Commodities (used in the production of goods) are considered a leading indicator of inflation. Recessions are a normal corrective phase of the economic cycle, but politicians, central banks, most financial advisors, and economists never see them coming. Central bank policies can h...

Industrial metals have come under pressure with global recession prospects increasing. The divergence between metals and energy prices indicates further downside to come for energy. Key headwinds for the global economy have been realized through declining demand for metals, now en...

At the beginning of the month, we underestimated how fast agricultural commodities would follow base metals down. Although there are good reasons to buy agriculture ETFs as a hedge against geopolitically induced food inflation, DBA is too underexposed to grain commodities to perform t...

We remain cautious in equities, but in fixed income, investors now have more yield and credit spread to work with. We think that the Federal Reserve’s rate hikes for this cycle are becoming increasingly priced into the yield curve. Our fixed income team has stress-tested fo...

Earnings for the S&P 500, according to Howard Silverblatt’s work at S&P, are expected to rise 7.7% in 2022. Growth stocks were grossly overvalued going into that bear market and they took the brunt of the damage. Real estate did well last week with rates falling bac...

In a more fractured world, we believe governments and corporate decision-makers will increasingly focus on searching for safety and building resilience. Looking forward, rather than reaching for yield, we believe that investors will be reaching for resilience in their portfolio constr...

Success in investing over the long term isn’t just about picking winners. By adopting a balanced diversified approach, your portfolio stands a better chance of achieving a stable return over time. In a rapid rising environment for equity markets, we expect fixed income to u...

The Fed's surprise 75 basis point hike last week blew Treasury yields out, with a small reversal at the end of the week. Such a reversal is typical after large moves. Risk-free rates are literally the simplest instrument to price in finance, and so the rates market ends up being close...