Risk
What Big Inflows into an ETF Tell Us About Bonds
Yes, long yields are heading up, and an inverted curve is less likely, say strategists.
Tag: sell-off
Market Moves
Owning Bonds Is ‘Stupid,’ and They’re in a ‘Bubble,’ Says Ray Dalio
Small yields, high prices, and too much supply spell trouble, hedge fund chief warns.
Market Moves
Analysts’ Bullishness Means Stocks May Tank, BofA Warns
The bank’s contrarian indicator has been right before. Will it be now?
Market Moves
Why the GameStop Explosion Won’t Destroy the Stock Rally
Veteran stock seer Jack Ablin sketches out how come last week’s disruption lacks the oomph to derail the market.
Market Moves
Vaccines and Pent-Up Demand Will Jazz Stocks, Says Paul Tudor Jones
Trend-spotter hedge fund titan predicts an economic ‘explosion’ in the 2nd quarter.
Research
ESG High-Yield Bonds Don’t Hurt Returns … But They Don’t Boost Them Either
Research from CIO Martin Fridson finds no statistically significant difference attributable to ESG factors.