SPTL News and Press, SPDR Portfolio Long Term Treasury From 07/03/24

2024-07-03 05:10:00 ET Summary Crescat is a global macro asset management firm. We develop tactical investment themes based on proprietary value-driven models. Our mission is to grow and protect wealth by capitalizing on the most compelling macro themes of our time. Many will argu...

2024-07-02 15:05:00 ET Summary The U.S. economy has not entered a recession despite the inverted yield curve, which historically predicted recessions, and this may be due to the relatively solid labor market setting. The monthly Employment Situation report and the initial jobless ...

2024-07-02 09:25:00 ET Summary The S&P 500 index surged +3.5% for the month. Despite the looming presidential election this November and the recent debate, the stock market has continued on a +56% bull market tear since the October 2023-low, eight months ago. The job and i...

2024-07-02 03:20:00 ET Summary June was a mixed month for 10-year government bond yields, with those for Sweden registering the largest move, closing 24 basis points lower at 2.13%. France’s 10-year bond yield climbed 15 basis points over the month to 3.26%. Across the ...

2024-07-01 14:20:00 ET Summary Every multi-year bull market in U.S. history eventually becomes overheated with above-average inflation. This is followed by a choppy, dramatic slowdown during which inflation unevenly declines while GDP growth decelerates and eventually goes negative. ...

2024-07-01 09:15:07 ET More on SPDR Portfolio Long Term Treasury ETF SPTL: A Balance Between Income And Duration, But I Remain On The Sidelines Seeking Alpha’s Quant Rating on SPDR Portfolio Long Term Treasury ETF Dividend scorecard for SPDR Portfolio Long Ter...

2024-07-01 08:20:00 ET Summary Energy stocks were the best performer of the week, up 2.4% as crude oil rose 1%. On a sector basis, only three sectors beat the index this quarter, and all of them are AI-related in some way. Diversified strategies and the S&P 500 really star...

2024-06-30 13:20:00 ET Summary The first part of the quarter saw a continual rise in overall yields that started at the beginning of the year. Towards the end of April we started to get some more bond-friendly data. What are we doing and why are we doing it? By Joh...

2024-06-30 12:50:00 ET Summary The first half of 2024 is drawing to a close today, and we have one more half year to go. The first six months of the year were perhaps most notable for steadily weaning the bond market off its fantasies of multiple rate cuts. All else being equa...

2024-06-30 08:30:00 ET Summary Markets are still enjoying a soft landing, defined as a world in which inflation is drifting lower, even if still-sticky in key areas, the global economy and labour markets remain unencumbered, and monetary policy is on track to ease modestly. In bon...