VEA News and Press, Vanguard FTSE Developed Markets From 08/07/23

2023-08-07 18:55:00 ET Summary The stock market was down a little over 2% last week in what may be the start of a larger correction. In the 1970 recession, rates rose right until the onset of recession and hit a new high for that cycle during the recession. The employment repo...

2023-08-06 12:30:00 ET Summary Michael Gayed sees a melt-up followed by a potential crash in the stock market this year. He warns of a credit event that could impact the bond and stock markets. Gayed suggests hedging with long duration treasuries and investing in the utilities...

2023-08-01 13:00:00 ET Summary Most of the major asset classes continued to rally in July, led by a surge in commodities, based on a set of ETFs. Despite the recent weakness in US fixed income, all the major asset classes are now posting gains year to date. The Global Market I...

2023-08-01 01:00:00 ET Summary Higher energy prices have been a key driver of recent strength in broad commodity indexes. The renewed strength in commodities translates into across-the-board gains for the major asset classes. This year’s broad-based rally in markets sug...

2023-07-31 10:30:00 ET Summary Major central banks tightened policy last week, including unexpectedly in Japan. We see the potential for rising Japanese bond yields to pull global yields higher. The Bank of Japan tweaked its yield cap, sending local yields to a nine-year high. Dev...

2023-07-25 13:30:00 ET Summary A Federal Reserve report predicts future US stock market returns will likely not exceed 2%, the rate of GDP growth. The report attributes the impressive growth of the S&P 500 index from 1989 to 2019 to declining interest rates and corporate tax r...

2023-07-20 21:35:00 ET Summary Are we at or near peak yields for risk assets? The possibility is looking more likely these days. It’s notable that there’s rising confidence among economists for predicting that the Federal Reserve will lift rates one last time at the ...

2023-07-20 01:45:00 ET Summary tronger global economic growth in 2023 has so far been spurred by resurgent post-pandemic spending on services such as travel and tourism. Manufacturing output slipped into decline in June, as a short-term production boost from improved supply availa...

2023-07-18 08:00:00 ET Summary Concerns about the debt of overexposed sectors of U.S. commercial real estate have grown. Investors might be switching their attention from concerns about inflation and monetary policy to optimism about nominal growth. Downward pressure could com...

2023-07-15 02:20:00 ET Summary We wrap up our mid-year review of recent asset price trends with a look at non-US equities. Non-US equities have certainly had periods of outperformance, including – for a very brief while – earlier this year. For most of January, i...