This year, the trajectory of the US stock market has been significantly influenced by market expectations surrounding Federal Reserve interest rate cuts. Following the March 21 Federal Open Market Committee (FOMC) meeting, the Fed officially announced that it would maintain interest rates at their current level while signaling to the markets a potential for three rate cuts within the year. When central banks embark on an easing cyc...
Additionally, government bonds usually guarantee principal and interest payments, providing investors with a fixed income. However, due to its relatively conservative nature, government bonds often offer lower returns. One way to deal with inflation is to buy inflation-protected securities, such as Treasury Inflation-Protected Securities(TIPS) in the U.S. and Index-linked Gilts in the U.K. These...
Sector Rotation Tech has been killing it in the market this year, thanks to the artificial intelligence boom. The tech sector has lifted the entire market while other sectors have greatly underperformed. Occasionally, an overheated sector will begin to cool off as investors rotate their capital into underperforming sectors in expectation of a broadening rally or a change in the economy. Even the NASDAQ announced a special rebalancing later this month, ...
SpyderCallスレ主Silverbat:
A soft landing is what I see playing out on the economic data. I think the market is already pricing in the soft landing possibly. But I'm not certain on that. One thing that could be a worry is if inflation falls too fast and for too long. this would be very bad for any economy.
SpyderCallスレ主Silverbat:
Who knows. Europe, UK, and Australia paused and then hiked again. They haven't signaled a pause yet. However, the Fed has signaled a decrease in interest rates going further, so it will take a big increase in inflation to change that narrative. But anything can happen in these crazy markets
SpyderCallスレ主102640653:
I have highlighted the new short-term trend by the purple lines. The grey and yellow lines are the resistance/support price points to watch for a breakout or a reversal. If the price can climb above the yellow resistance level and stay above it, then the price action will no longer be in a technical downtrend. This ticker can easily move 10%-20% in a month in either direction. it's hard to say which direction it will go in a few months' time. the long-term trend is down, and the short-term trend is looking sideways or rangebound so far. I need to see more upside, and BABA needs to climb out of this technical downtrend before I go all in. But for the record, I am holding a bullish swing trade in PDD, so I am bullish in the short-term for chinese equities
102640653SpyderCallスレ主:
If volume n price starts to pick up from this level it will be the best stock to own at current level. First price action need to improve on upside . Thanks .
It has been an annus horribilis across Fixed-income marketsas Bondshave taken a historic selloff in 2022. Bond yields are also looking plump enough to be attractive again. Bond prices and yields move in opposite directions, and prices have plummeted dramatically, pushing up yields.The yield on the 10-year US Treasury bond, a proxy for borrowing costs, briefly moved above 4% on Wednesday for the first time in 12 years. The good news The g...
101731590 :
not recommend buying US bonds, looking at how big their debt is and whether they are able to pay such debt. instead, china government bond is more promising
Investors used a rocky week in the stock market to add to their ETF holdings. On net, $34.7 billion flowed into U.S.-listed ETFs during June, and $27.3 billion of that went into U.S. equity ETFs, even as the S&P 500 dropped 8.3%. International equity ETFs and U.S. fixed income ETFs also saw demand, gathering $4.9 billion and $3.6 billion ofnew money, respectively. Individual ETF Flows In terms of individual ETFs, the top asset gatherers for June were b...
RDK79 :
Another bold statement from a 20-20 hindsight perspective… can’t figure why these folks aren’t rocket scientist… :). Wish I’d cashed out more back in Dec…
lightfoot :
cash sitting idle is useless. Inflation will eat it up. buy sound stocks buy low. patience. we are half way to the bottom. profits will come. I saw evidence this morning and the rsi is essential to buying and selling
When central banks embark on an easing cyc...
One way to deal with inflation is to buy inflation-protected securities, such as Treasury Inflation-Protected Securities(TIPS) in the U.S. and Index-linked Gilts in the U.K. These...
Which asset members are buying longer duration treasuries right now?
I'm on HF side, and so are Ackman & Buffett apparently
Before LT rates go down, ST rates have to drop too since the curve is likely inverted. Or LT have to go up to the new "normal".
The latter seems likely $インベスコQQQ 信託シリーズ1(QQQ.US)$ $SPDR S&P 500 ETF(SPY.US)$ $iシェアーズ 米国短期国債 ETF(SHV.US)$ $iシェアーズ 米国国債 1-3年 ETF(SHY.US)$ $S&P 500 Index(.SPX.US)$ $Nasdaq Composite Index(.IXIC.US)$ $NYダウ(.DJI.US)$
$バークシャー・ハサウェイ(BRK.A.US)$ $バークシャー・ハサウェイ クラスB(BRK.B.US)$ $S&P 500 Index(.SPX.US)$ $SPDR S&P 500 ETF(SPY.US)$ $iシェアーズ 米国短期国債 ETF(SHV.US)$ $SPDR Bloomberg Barclays 1-3 Month T-Bill ETF(BIL.US)$ $iシェアーズ 米国国債 1-3年 ETF(SHY.US)$ $Ishares Trust 10-20 Year Treasury Bd Etf(TLH.US)$
Tech has been killing it in the market this year, thanks to the artificial intelligence boom. The tech sector has lifted the entire market while other sectors have greatly underperformed.
Occasionally, an overheated sector will begin to cool off as investors rotate their capital into underperforming sectors in expectation of a broadening rally or a change in the economy.
Even the NASDAQ announced a special rebalancing later this month, ...
If you want guaranteed returns on a low risk investment, then look towards fixed income investing. US treasuries are some of the least risky investments in the fixed income space.
$バンガード・米国トータル債券市場ETF(BND.US)$ $iシェアーズ J.P.モルガン・米ドル建てエマージング・マーケット債券 ETF(EMB.US)$ $iシェアーズ 米国短期国債 ETF(SHV.US)$ $SPDR Bloomberg Barclays 1-3 Month T-Bill ETF(BIL.US)$ $iシェアーズ 米国国債 1-3年 ETF(SHY.US)$ $iShares 3-7 Year Treasury Bond ETF(IEI.US)$ $iシェアーズ 米国国債 7-10年 ETF(IEF.US)$ $Ishares Trust 10-20 Year Treasury Bd Etf(TLH.US)$ $iシェアーズ 米国国債 20年超 ETF(TLT.US)$
...
Bonds crushed but not all equal:
$iシェアーズ 米国国債 20年超 ETF(TLT.US)$ (20-year+) pain with -31.24%
$iシェアーズ コア米国総合債券ETF(AGG.US)$ (US IG: treasuries, corp, MBS, ABS, munis) just -12.93%
$iシェアーズ 米国短期国債 ETF(SHV.US)$ (1-year/less) even with 2022 ramping inflation & rates a remarkable positive +0.89%
Bond prices and yields move in opposite directions, and prices have plummeted dramatically, pushing up yields.The yield on the 10-year US Treasury bond, a proxy for borrowing costs, briefly moved above 4% on Wednesday for the first time in 12 years.
The good news
The g...
International equity ETFs and U.S. fixed income ETFs also saw demand, gathering $4.9 billion and $3.6 billion ofnew money, respectively.
In terms of individual ETFs, the top asset gatherers for June were b...
$SPDR Bloomberg Barclays 1-3 Month T-Bill ETF(BIL.US)$ $iシェアーズ 米国短期国債 ETF(SHV.US)$ $S&P 500 Index(.SPX.US)$
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