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New claims for unemployment insurance are now down to 200,000 as of the last week in May after having risen slightly the second and third weeks of the month. Average hourly wages have increased over the past 12 months by 5.2%, still below the overall increase in prices for the month. ...
Unpacking the latest PMI surveys from China and the U.S. Could the BoC raise its policy rate by 0.75% in July? Eurozone inflation hits another record high. For further details see: Bank Of Canada Lifts Rates By 50 Basis Points Again. Is An Even Steeper Increase In The Ca...
Why markets think inflation may have peaked. The key signposts that will signal markets have hit bottom. As interest rates rise, new investment opportunities may be starting to emerge. For further details see: As Inflation Starts To Slow, Can A Bottom For Markets Be Far ...
A strong nonfarm payroll report means that the Fed won’t be pausing their interest rate hiking campaign anytime soon. The May employment report was impressive, but it will likely be the last strong one we will see in a while. The upcoming week is filled with important centr...
You must understand the relationship you have with your bank in order to protect your assets. What is a "bail-in?" How can a "bail-in" affect your rights as a depositor? For further details see: Is Your Bank Safe? - There Will Be No More Bank 'Bailouts'
This earnings season provided investors insight on how impactful supply chain issues and inflation were on corporate profits. With 488 companies, making up 97% of the S&P 500 index, having reported their Q1 2022 earnings, we can dissect what happened and how expectations provide i...
U.S. investors can capitalize on the current and implied future interest rate differential between the US and MSCI EAFE countries by hedging their foreign currency exposure. The dollar may weaken by more than the interest rate differential over the lifetime of the hedging program. ...
Sentiment has taken a big swing higher across surveys this week as the S&P 500 has experienced some upside mean reversion. As bullish sentiment surged, there was a massive drop in bearish sentiment. After the large moves in bulls and bears this week, sentiment continues to fav...
Long-term returns in financial markets are driven almost entirely by math, while short-term returns are driven almost entirely by psychology. To say merely that valuations are elevated is emphatically not the same as saying that expected market returns are negative. Our investment...
High-yield credit spreads have spiked higher by 112 basis points since the start of the year. Going down the size spectrum in U.S. equities, valuations are signaling a far more dire outlook. Despite superior earnings growth, the S&P 600 return of 21% has lagged the 28% return ...