VGLT News and Press, Vanguard Long-Term Government Bond ETF From 10/14/22

Summary Depending on the indicator of choice, there’s supporting evidence for deciding that worst of the inflation surge is behind us. The CPI numbers for September is a study in contrasts. Headline CPI continues to show peak inflation in the rear-view mirror, if only modes...

Summary U.S. recession risks are rising and stagflation may be poised for a comeback. A strong job market has kept us from entering such an environment, but recession risks are rising as the Federal Reserve has vowed to maintain a restrictive monetary policy to rein in inflation -...

Summary The ClearBridge Recession Risk Dashboard is a group of 12 variables that have historically foreshadowed an upcoming recession. The Fed does not want to repeat the mistakes of not only the soft-landing scenario of 1966, but also the start-stop dynamic that was endured durin...

Summary Discordant is the best way to describe the markets right now. Under the backdrop of leading central banks rolling out opposing policies, markets have been rising and falling every alternate date. Well, according to the Street, there are some notable flow trends that have e...

Summary The core CPI in September came in stronger than consensus expectations across consumer spending categories that tend to be “stickier,” including shelter and healthcare. The primary driver of inflation again in September was shelter. Goods price inflation ...

Summary Financial markets are highly liquid and far from breaking down. Since a strong economy is going to be tough to come by these days, high real rates confirm that money is very tight. The interest cost of our federal debt is less than 3% of GDP, and that's relatively low ...

Summary Are October rallies just bear traps in disguise? When will we see a turn in inflation? How to navigate bear markets. September was a brutal month for equities. Could markets strengthen this fall or are rallies just bear traps in disguise? Kim Parlee t...

Summary The outlook for the market and the economy that we laid out in our last quarterly note remains unchanged. A dancing bear is still a bear, and we think lowering portfolio beta exposure below benchmark is key to navigating this recessionary bear market successfully. We t...

Summary The current investing environment has been especially challenging due to the fact most investment vehicles have generated a negative return this year. At current equity market levels and given the extent of the three-quarter decline this year, historical market performance...

Summary Inflation is poorly understood with many moving parts. We dig into the underlying mechanisms to uncover opportunity. I see a pathway to economic stabilization and market recovery. On 10/12/22 the markets had a rocky open due to a somewhat above expectations 0.4 i...