MBG News and Press, SPDR Bloomberg Barclays Mortgage Backed Bond From 03/04/19

Yield Curve - Understanding All The (Conflicting?) Messages The shape of the yield curve and the various rates on Treasury bonds provide the most comprehensive outlook on growth, inflation, Fed policy and more across various time frames. Many analysts either dismiss the yield curve and the T...

Year-over-year, the United States economy grew at a 3.1 rate in 2018. On an annual basis, the US economy grew by 2.9 percent from 2017 to 2018. The Board of Governors of the Federal Reserve System and the presidents of district Federal Reserve banks had forecasted that the US economy would...

U.S. Federal Reserve Outlook For 2019: At Most One Rate Hike Q&A with John L. Bellows, Portfolio Manager at Western Asset Management You track the U.S. Federal Reserve ((FED)) very closely. What are your expectations for 2019? Our outlook for moves by the Fed relies on three ...

I trust Dave Rosenberg of Gluskin Sheff. He’s been a perpetual speaker at my SIC conference for at least 10 years. Dave is screaming recession every chance he gets, but he is not a perma-bear by any means. He’s been bullish at the right times in the past. Dave turned uber-bul...

The concern about the future of Apple, Inc. (NASDAQ: AAPL), I believe, is overworked. Tim Cook, Apple CEO, stands behind his company, recently stating , "Apple innovates like no other company in the world and we are not taking our foot off the gas." The latest Apple moves lives up to ...

As the global slowdown in economic growth continues and starts to bleed into many US economic data points, not many analysts dismiss the idea that the US economy is slowing anymore. There is a healthy debate around the severity of the slowdown and whether a move from 3% growth to 2% growth...

Here's some of the standout economic and markets charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. 1. Global Manufacturing PMIs -- USA vs Rest of World: This is probably one of my...

Then frustration being experienced within the Federal Reserve System is boiling over in many different directions. The frustration is being fueled by the question about “ How Will Monetary Policy Be Conducted Going Forward? ” The discussions initially began about where shoul...

The BCI at 250.9 is above last week's downward revised 249.6, and and forms a new high for this business cycle’s indicated by the BCIp at 100. Also, the 6-month smoothed annualized growth BCIg at 9.7 is above last week’s 9.5. Both BCIp and BCIg are not signaling a recession. (BCI...

In this exclusive clip from Hedgeye’s inaugural Mega Market Trends webcast, Hedgeye CEO Keith McCullough answers a viewer question on how inflation expectations factor into our investing decisions. McCullough laments that inflation is one of the most underappreciated factors in fore...