Tag Archives: inflation
U.S. Treasuries Sold Off with Rising Breakeven Inflation in January
The year 2021 started with a continuous sell-off in the U.S. Treasury bond market. Starting on the second trading day of the year, yield on the 10-year U.S. Treasury Bond rose for five consecutive trading days by 23 bps until Jan. 12, 2021, when strong auction results for the 10-year note pulled the yield back…
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How is the Current Environment Impacting Your Retirement?
Explore how our new quarterly dashboard on S&P STRIDE can help investors better understand and plan for retirement with S&P DJI’s Hamish Preston. https://www.youtube.com/watch?v=_y8jSzzNTGU Get the latest dashboard: https://spdji.com/documents/commentary/dashboard-stride-2020-03.pdf.
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S&P Risk Parity Indices: Positioning for Uncertainty
Uncertainty has been a common theme throughout 2019, and the third quarter proved no different. The quarter was dominated by uncertainties surrounding the U.S.-China trade talks as well as falling global growth forecasts. Demand for high-quality fixed income assets increased, pushing the yield on the 10-Year U.S. Treasury Bond down 34 bps. In spite of…
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How to Stop Worrying about Inflation
Inflation in the US averaged 1.5% annually for the last five years with a peak of 2.9%. Despite today’s low and stable inflation numbers, anxiety that the price level will leap up is driving a search for the reasons it seems low. Today’s inflation is a bit lower than the average since 1914 of 3.2%…
- Categories Blitzer's Insights, Commodities, Equities, Factors, Fixed Income, Strategy
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Large Caps Lag In Rebounds
The entire U.S, equity market lost on Monday, Dec. 17, 2018, meaning every one of the 42 segments by size, sector and style finished negative for the day. This was the second day in a row with losses across the board. From Oct. 10-11, 2018 was the last time two consecutive days with all losses…
- Categories Equities, S&P 500 & DJIA
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Leveraged Loans in a Rising Rate Environment – Carry Factor Dominates
Since the end of 2015, the U.S. Federal Reserve has raised the policy rate eight times to currently 2.0%-2.25%. The minutes of the recent September FOMC meeting reiterated the committee’s positive growth outlook and confidence on 2% inflation. Market players continued to catch up on pricing future Fed hikes. Currently the market is implying approximately…
- Categories Fixed Income
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Other Strategies for Fixed Income in Brazil
Over the past 10 years, the highest overnight reference rate from the Brazilian Central Bank has been 14.25% from July 2015 through September 2016. In an attempt to hold back the depreciation of the Brazilian real and to keep inflation within the target range, the reference rate dropped 775 bps to 6.50% at the end…
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Getting Smarter About Saving for College: Part 2
The stunning statistics on rising college tuition shown in Getting Smarter About Saving For College: Part 1 have led to a need for better ways to save for college. To meet this demand, S&P Dow Jones Indices launched a new index based on research showing how tuition inflation is dependent on general inflation (linked bonds),…
- Categories Equities, Fixed Income, S&P 500 & DJIA
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Getting Smarter About Saving For College: Part 1
Did you know there is now about $620 billion more of student loan debt than total U.S. credit card debt? Here are some more astounding statistics highlighted in our new paper: The average student loan debt for 2017 graduates was $39,400, up 6% from the prior year. About 44 million borrowers owe a total of $1.48 trillion in…
- Categories Equities, Fixed Income, S&P 500 & DJIA
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Setting Income Goals For A Winning Retirement
“You Keep Livin’, We’ll Keep Payin’” – lottery spokeswoman, Christy Calicchia. Most people, while they only dream of winning a lottery, understand the concept between a big lump sum payout and an annuity that says something like “either win $1 million today or win $1,000 a week for life.” Though the concept is clear, and in…
- Categories Equities, Fixed Income, Strategy
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