... risk for markets is a broadening of the conflict into a regional war. Without that broadening, the risk premium reflected by stocks, bonds, the dollar, and most of all oil will quickly retreat as is usually ...
...
US Large Cap Stocks: down 2%, up 13%
US Small Cap Stocks: down 4.7%, up 2.5%
US Core Bonds: down 3%, down 1.2%
Developed Foreign Markets: down 3.8%, up 7.6%
Emerging Markets: down 3.3%, up ...
The second quarter (Q2) of 2023 was great for stocks at home and abroad, with much of the positive performance coming from a small group of stocks within a few sectors. Bonds struggled to maintain positive ...
... perspective, this time from the folks at JPMorgan Asset Management.
The gist here is that the best place to hide, or to ride out expected volatility, is in Treasury bonds. Gold and some other commodities ...
... pushed more investors into bonds for safety and higher yields, which has pushed the 10yr Treasury yield back below 3.5%. Other investors now think they’ve missed the boat and that maybe they should wait ...
The first quarter (Q1) of 2023 ended well for stocks and bonds, making for the second positive quarter in a row. It was a nerve-wracking time for investors, however, as bad news seemed to continually outweigh ...
... bank is liquid and safe assuming deposits are within the limits of federal deposit insurance. Investments in heavily traded stocks and bonds, or common funds that own them, are also considered liquid because ...
... pandemic, enormous fiscal transfers and Federal Reserve QE of government bonds meant an enormous buildup of deposits in the banking system. Those deposits were created by either issuance of government ...
... the other two failed banks had to address these questions, chose the riskier paths, and are now paying the price. SVB grew quickly in recent years and invested excess deposits in longer-term bonds when ...
... at least in theory, the growth potential is limitless.
So that’s stocks, but let’s look at bonds because that’s where yield is most important. Rates have moved around a ton in the past year and the dynamics ...
... a positive has been that cash (a catchall term for bank accounts, CDs, money market funds, and very short-term bonds) now yields more than it has in years. Bank CDs offer from 4-5%, and so does the Treasury ...
... created the limit back in 1917 as part of giving the Treasury more leeway when issuing bonds; more authority to borrow but with constraints. That was long ago and much has changed. In fact, lots of academics, ...
...
Investing can also play a big role in building wealth over time. There are a variety of investment options available, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). It’s important ...
Wondering why your investments have been performing better lately? While I’d love to take the credit, the turnabout for stocks and bonds so far this year is, as always, due to a variety of factors. But ...
... and gentler set of rules. More to come on this soon.
An update on I Bonds –
I Bonds were all the rage last year for good reason, at least superficially. The bonds pay an interest rate that gets reset ...
... 20.5%
US Core Bonds: up 1.6%, down 14%
Developed Foreign Markets: up 17.7%, down 14.4%
Emerging Markets: up 10.3%, down 20.6%
Stock and bond markets staged a bit of a comeback during October ...
... funds into an index fund that tracks the S&P 500, or perhaps a variation that emphasizes dividend payers within the S&P 500. On the bond side, reduce the “duration” of the bonds in your portfolio while ...
... are mixed, from up almost 3% to down 16% year-to-date, respectively. You can see below how this performance is better than mere weeks ago, but it still hurts. Bonds are also down year-to-date, and that ...
... looked like last week. The chart below shows four indexes: the S&P 500 in green, developed foreign stocks in blue, the NASDAQ in orange, and bonds in light blue. It’s easy to see when the news came out! ...
... are down 30+%. Medium-term bonds are down maybe 12% - 20%, depending on type. This means that long-term money can be saved today at a discount. These next several months tend to be some of the best of ...