... new debt. That is a routine process, but if it ran into problems and investors weren’t paid back on time, the U.S. would default on its debt.
A payment on the interest on the debt isn’t due until mid-June. ...
... ironic because the talking heads on TV were suggesting that investors the world over would dump their Treasurys and buy something else, anything other than debt issued by the US. But investors did the ...
... 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 ...
... easily accessible” these contracts were and how it was a smart investment since bank CDs were yielding less. The investors were often talked into putting too much of their liquidity into these more complicated ...
... losses while investors are in the mood to punish.
It’s natural for news like this and of recent bank failures to seem like the opening act of another Global Financial Crisis. There’s lots of uncertainty, ...
... etc).
I could go on, but I try to keep these posts on the shorter side. In any case, the main point is that, as investors, our yield is the cash flow we’re getting from our investments adjusted up or ...
... market. A year or so ago they all yielded 1% or less.
Following a year of volatility, investors are understandably a bit exhausted. In that context, higher yields on cash presents interesting questions ...
... begin with”.
The short-term relative value implications of a US default are perhaps less relevant than the longer-term implications of a US default. For domestic investors, even a full US default wouldn’t ...
... is obviously a welcome sight over last year, even if short-lived. As a reminder, here’s what last year looked like for the same indexes.
So what gives? Investors are still wondering and worrying about ...
... for Energy, which was up 62%. Interestingly, most of the worst performing sectors still beat Energy over a three-plus year timeframe, but that’s not much consolation for most investors given the sector ...
... this year-end: harvesting losses.
If you’re like most investors your portfolio is probably showing some losses right now. And if you were paying attention you likely saw losses ebb and flow starting ...
... mind this year and, for investors, it’s been all about how the Fed is responding by raising interest rates. With last week’s news of slowing inflation in October following slowing in September from highs ...
... action becomes more likely. Or at least that’s what people are discussing.
Unfortunately there are no easy answers for investors when it comes to considering a nuclear crisis. It’s either all scary talk ...
... become a gut check for long-term investors. The principal catalysts for these market conditions have been the same all year and Q3 was no different: global inflation and central bank response elevating ...
How many times have I started these posts this year with something along the lines of “It’s rough out there for investors…”? Doing so often leaves me feeling like Captain Obvious but, as they say, it is ...
Initially I was going to post another blog about the markets since last week wasn’t great for investors. And after a brief respite we’re looking at another down day as I write this. The mood is still being ...
This has certainly been a rocky year so far for investors. It seems like it’s been a while, so I wanted to give you a quick update on where we stand in a few areas.
Inflation –
Official numbers for ...
... I don’t think we can argue with that, the main question on the minds of investors is how high he and the rest of his committee will raise interest rates to get back to the increasingly mythical land of ...
... to correct themselves – commodity prices have come off the boil, inflation looks to have peaked, and market expectations are now for the Federal Reserve to begin cutting rates in 2023.
For investors, ...