Mar 06, 2018 - We are closer to the end of this expansion than the beginning.A rising rate environment means we should shorter our duration for bonds.We should begin looking at consumer staples and healthcare for eq
Mar 11, 2018 - The yield curve barely moved last week, indicating the Treasury market sell-off is cooling down for now.Financial market stress is up.The commercial market spread is widening, but that's due to higher
Apr 05, 2018 - West Oak Capital, LLC Buys Vanguard Short-Term Corporate Bond ETF, Leucadia National Corp, Comerica Inc, Sells Schlumberger, iRobot Corp, Wells Fargo, Stocks: LUK,CMA,CSCO,AMGN,CAT,FTV,VCSH,SCHX,RSP,IVE,EZU,SC, release date:Apr 05, 2018
Apr 17, 2018 - Despite European demand for U.S. Treasuries, bond bear market lives on. Strengthening domestic economy is pushing Treasury yields higher. Bond bearish trade is overcrowded in the immediate term, howev
Apr 20, 2018 - Strid Group, LLC Buys SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Sells First Trust Enhanced Short Maturity ETF, iShares Core U.S. Aggregate Bond, Sarepta Therapeutics Inc, Stocks: SLYV,FTSM,AGG,SRPT,VCSH,MAIN,ECYT,, release date:Apr 20, 2018
May 03, 2018 - Pinnacle Financial Partners Inc Buys Vanguard FTSE Developed Markets, Vanguard Short-Term Corporate Bond ETF, Vanguard Tax-Exempt Bond, Sells Coca-Cola Co, Exxon Mobil Corp, Qualcomm Inc, Stocks: VEA,VCSH,VTEB,IEFA,VWO,IVV,SLYV,SLYG,AET,HYD,GD,IW, release date:May 03, 2018
Mar 19, 2018 - It appears that the treasury market sell-off has ended for now.Financial market stress is up.While there's been a spike in commercial paper rates, this is probably due to the new tax law.
Mar 28, 2018 - The short-term funding markets are spiking.The AAA and Baa markets are widening on a pure and OAS spread basis.The breadth of these developments is concerning.
Mar 28, 2018 - Chicago Partners Investment Group LLC Buys Eaton Vance Duration Income Fund, iShares Morningstar Small-Cap Value ETFnd, Williams Inc, Sells TE Connectivity, Entergy Corp, Schwab Emerging Markets Equity, Stocks: EVV,JKL,WMB,DON,CWB,VCSH,EMLP,PFF,FPE,PQG,CSFL,TDT, release date:Mar 28, 2018
Mar 29, 2018 - Anticipated rally in T-bond prices now underway, but upside is limited.Unless the rally is quickly confirmed by corporate bonds, expect failure.Longer-term bear market in Treasury bond market remains