Huge Outflows From Emerging Markets ETFs After Election

These Charts Show the Huge Stampede out of Emerging Markets EM bond and equity fund see enormous outflows following the U.S. election. by Luke Kawa President-Elect Donald Trump's "America First" message is already influencing market behavior in a major way, with investors in emerging market exchange traded funds running for the exits. On Thursday, iShares Emerging Markets exchange-traded fund (EEM) suffered its...

Goldman & JPMorgan Bullish On Stocks Under Trump, With Bond Caveat

Goldman and 'Gandalf' Are Bullish on U.S. Stocks Under Trump Tax reform to help drive better financial performance. by Luke Kawa, Julie Verhage and Joanna Ossinger Who thinks President-Elect Trump will be good for U.S. stocks? Goldman Sachs Group Inc. and the JPMorgan Chase & Co. strategist known as 'Gandalf,' to name one high-profile pair. A Goldman team led by...

‘Garbage Indicator’ Points To Further Economic Growth

The garbage indicator:  What trash is telling us about the economy now by Alex Rosenberg It is said that one man's trash is another man's treasure. It also happens that all of our trash could collectively make for a great economic indicator. In addition to other, more conventional indicators, Deutsche Bank's chief international economist, Torsten Slok, consults freight rail waste...

Why This Narrow Bull Market May Be In Serious Trouble

Why this 'bull market' is really a myth by Sven Henrich Despite having made marginal new highs on select indices, markets haven't been in a bull market since GAAP earnings peaked during the spring of 2015. If this thesis is correct, volatility is still much too low, and investors can expect volatility to rise into 2017. The recent pullback has...

5 Important Presidential Election Calendar Trends

Third Year After Presidential Election a charm for S&P 500 by Andrew Birstingl Election Day in the United States is, at last, almost here. Similar to any other major event, investors will be looking to what effect the presidential election will have on the stock market for the rest of the year and beyond. One way we can predict this...

Rotation Out Of Small Cap Stocks May Be Bullish For S&P 500

Small stocks may be pointing the way to a big rally by Rebecca Ungarino Small caps are falling in a big way.  The Russell 2000 is down about 6 percent over the last five weeks, dropping Tuesday for its fifth negative session in six and hitting its lowest level since July. But these recent losses could be indicative of a secular bull...

Some International Markets Are Cheap Heading Into 2017

Forget the US – the stock market bargains are now international:  Meb Faber by Rebecca Ungarino The best stocks may not be in the U.S. at all, according to one strategist who sees opportunities for growth abroad in relatively cheap markets. Particularly low-valued markets like those of Brazil and Russia, with low cyclically adjusted price-earnings ratios, are good buys, according...

Economy: Wage Growth & Short-Term Unemployed Showing Signs Of Strength

The 'most remarkable' Oct. jobs stat is not wage growth, JPMorgan strategist says by Matthew J. Belvedere The October jobs report was "very good" and indicates the economy is running at "full employment," JPMorgan Asset Management Chief Global Strategist David Kelly told CNBC on Friday. Vincent Reinhart, chief economist at Standish Mellon, agreed in the same "Squawk on the Street" interview. The Federal...

Why The VIX May Drop Post-Election

Volatile Election Not Volatile Enough for the Man Who Trades Chaos VIX up for eight straight days, longest streak since 2013 'Mean reversion' suggests volatility index will come back down by Aleksandra Gjorgievska While stock investors are growing anxious before the U.S. presidential election, betting on equity volatility has become the most expensive in more than a year. Huakun Ding...

Global Bonds Suffer Worst Month Since 2013

Bond World Bloodied by Biggest Losses Since 2013 in Global Rout Yields reach multi-month highs in Germany, U.K., U.S. Corporate issuers undeterred, sell $59 billion of debt by Eliza Ronalds-Hannon & Claire Boston After all central bankers have done since the financial crisis to prop up bond prices, it didn’t take much for them to send the global debt market...
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