LGOV News and Press, First Trust Long Duration Opportunities From 06/23/24

2024-06-23 09:49:11 ET Summary The Federal Reserve will likely cut rates later in the year. As cuts near, there are several important rate trends that investors need to be aware of. These include more hawkish positioning from the market, narrower credit spreads, and elevated i...

2024-06-22 23:08:00 ET Summary If the Bank of England’s decision on Thursday to leave interest rates unchanged is a guide, the outlook for the start date for a US rate cut may be further down the line than generally assumed. It’s also striking that UK inflation is we...

2024-06-20 11:25:00 ET Summary There are countless ways to engage in opportunistic portfolio rebalancing analytics, but a good way to start is by profiling performance. For US equities, the case for tamping down expectations looks persuasive. US Treasuries are starting to show...

2024-06-19 08:45:00 ET Summary AI may have important implications for other markets, notably fixed income, via the level of interest rates and bond yields. Turing to the impact of AI on productivity growth and yields, the overall effect on the labour market depends on whether the ...

2024-06-19 07:45:00 ET Summary What happens to markets if the Fed doesn't cut this year? Market outlook if Fed becomes more cautious. Risk management and the markets. Markets have been pushing to new highs amid signs that U.S. inflation is moving in the right...

2024-06-18 07:25:00 ET Summary There’s broad agreement among portfolio managers that a concentrated group of AI winners will drive returns over a short-term tactical horizon. U.S. stocks hit record highs and bond yields fell after the May CPI came in below expectations. The...

2024-06-17 22:10:00 ET Summary Elections for the EU parliament are sending shock waves throughout financial markets in Europe. This expectation of a French veto of Monsieur Macron’s party is causing investors to buy German bunds and sell French government bonds, causing an ...

2024-06-17 15:25:00 ET Summary The technology sector, as of this week, is now 33.6% of the S&P 500 index. The top 3 companies in the index account for 21% of the index, also a record. The index has 500 stocks, but if you own it, nearly half your money is invested in just 1...

2024-06-15 08:30:00 ET Summary Inflation has come down, but the Federal Reserve has left interest rates at their high levels. That has led many to wonder, "What are they thinking?" The Fed’s policymaking committee members continue to emphasize a few points: their goals, the...

2024-06-15 04:00:00 ET Summary NVIDIA has been up 155% year to date; its market cap is over $3 trillion. All previous stock market bubbles share the following in common: a narrow stock market rally that focuses on a small group of stocks in a small sector of the economy that Wall ...