Global bonds just endured their worst selloff in more than 13 years by Joseph Adinolfi Bond investors have had a rough couple of weeks. The Bloomberg Barclays Global Aggregate Index fell by 5% during the two weeks ended Thursday — its worst such drop since March 2003, according to Dow Jones data. More than $77 billion in assets are benchmarked...
Here Are Goldman Sachs' Top Trade Ideas for 2017 Finding the winners from populism and reflation. by Luke Kawa Wondering how to invest in a year marked by President-elect Donald Trump's inauguration, China's attempts to keep growth both high and sustainable, and the continued rise of populism in Europe? Goldman Sachs Group Inc. has got you covered, with a team led...
JPMorgan Sees $50 Billion Wave From Insurers Flooding Into ETFs In blow to hedge funds, insurers seek cheaper growth options ETFs could replace some cash and stock holdings, JPMorgan says by Sonali Basak and Dani Burger The booming demand for hot exchange-traded funds has finally caught up with the staid, sleepy insurance industry. U.S. insurers are the latest group of...
Why a big tech turnaround could be ahead by Rebecca Ungarino Declawed FANG stocks — Facebook, Amazon, Netflix and Google Alphabet — could soon turn up again after falling since the election, one strategist says. Some of the fundamentals certainly appear positioned against them. President-elect Donald Trump has come after Facebook for its supposed "censoring" of conservative news, and the social network has come under fire...
200 years of US interest rates in one chart by Amanda Diaz History shows the only place for interest rates to go from here is higher — according to veteran technical analyst Louise Yamada. Looking at a chart of U.S. interest rates over the last two centuries, Yamada pointed to a bottoming formation that has been in place for the last several...
Biotechs have their best week ever, and the historic post-election moves don't end there by Evelyn Cheng The U.S. presidential election this week sent some stock sectors surging and others plunging as investors scrambled to shift their holdings for the unexpected Donald Trump win. Some of those moves never happened before. As of Friday afternoon, these stock sectors were tracking for their… Best...
Gold suffers largest weekly loss in more than 3 years Copper scores nearly 11% weekly gain on bets for infrastructure demand by Myra P. Saefong Gold futures dropped Friday to mark their lowest finish since June, as strength in the U.S. dollar and equities this week, and growing expectations for a Federal Reserve interest-rate increase next month, fueled the largest...
Financial ETF Sees Record Inflows After Trump Win "The market sees the banking industry as a dog off its leash" by Luke Kawa President-Elect Donald Trump has greatly enhanced the outlook for U.S. bank profitability, by laying the foundation for a steeper yield curve and financial deregulation. Recognizing this, investors are voting with their feet, with record one-day inflows of...
Analysts Boggle by Copper's Run: Crazy, Nuts, Unsustainable 'Speculators are running away with the market,’ Bain says Copper soared and then quickly collapsed within minutes by Eddie Van Der Walt and Kevin Crowley The copper market went haywire this week, leaving analysts voicing shock over a rally that seemed to have few fundamental reasons. Explanations range from an influx of...
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...
