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The pace of recovery has begun to diverge across economies, with vaccination progress and the scale of government stimulus among the biggest swing factors. Macro disparities have also begun filtering into EPS growth expectations. Cyclically sensitive sectors have dominated the upg...
This US stimulus looks like overkill and might well have a bigger impact on inflation than the US Federal Reserve hopes for, but there's no doubt that it will give a strong short-term boost to growth. The European policy response pales by comparison and remains bedeviled by internal d...
In today’s low-yield landscape, income investors find themselves depending on higher-yielding investments such as bank loans, high-yield bonds and dividend-paying equities. Reaching for yield can be especially dangerous for income investors because of sequence risk - the risk o...
The recent rise in Treasury yields is on hold for the moment. Treasury yields at the short end of the curve remained pinned at near-zero rates while 10- and 30-year Treasury rates continue to tread water lately - 1.61% and 2.29%, respectively - relative to our month ago update. Th...
We see the restart, stabilizing U.S. Treasury yields and relatively cheap valuations boosting emerging market (EM) assets after a choppy start to 2021. U.S. stocks hit record highs and 10-year Treasury yields fell to the lowest level in more than a month. Major U.S. banks reported pos...
Global markets continue to see their correlations rise. This even includes commodity and debt markets. While there are still merits to looking overseas and into alternative asset classes, I see an environment where sector investing has become critical. Recent returns, in 2020 and ...
iShares MSCI Emerging Markets ETF (EEM) is a well-established emerging markets fund with assets exceeding $31B. The fund pays semi-annual dividends (twice per year) and has recovered strongly after the 2020 pandemic slump. Emerging markets have underperformed developed markets of ...
The first quarter of 2021 brought what the Asset Allocation Committee expected, and as it looks to the next six to 12 months, it faces two questions. Do we think the economy will overheat, pushing bond yields to levels that unsettle equity markets or even force central banks to stifle...
I remain reluctant to add to broad US equity funds at the moment. After building sector-specific allocations, I am now shifting attention outside of U.S. borders. Emerging markets are seeing stronger growth metrics right now and that could continue as the global economic recovery gain...
This article compares the recent bond market sell-off versus the 2013 "taper tantrum". Both sell-offs were in part driven by markets re-calibrating expectations of less accommodative monetary policy. Now, of similar length, the two periods also had fairly similar asset class retur...
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2024-05-15 02:10:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-05 08:04:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-03-26 17:30:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...