A Century Of Fiscal And Monetary Policy: Analogues To 2020
Monetary policy and fiscal policy swap dominant roles over the decades. We're currently in a fiscal dominance period; unilateral monetary policy options are limited. How long-term debt cycles differ from normal business cycles.
Seekingalpha · 1d ago
As emerging markets diverge, managers see a new approach to winning
A great divide is forming between emerging markets and companies backed by foreign governments. Michael Bapis of Vios Advisors at Rockefeller Capital and Ari Wald of Oppenheimer discuss where to find opportunity overseas. · 2d ago
S&P 500: At A Critical Inflection Point
Virtually every major equity index has pulled back to its 50-day Moving Average and flatlined for a week.Whichever way the market moves from the 50-day average will likely determine its direction in the coming weeks and months.Using carefully crafted quantitative investment strategies, built from a diversity of indicators forming Risk Signal Composites, solves the problem of an opaque market.
Seekingalpha · 2d ago
Good News, COVID Are Cases Back On The Decline
Daily U.S new COVID cases are now on a steady decline in the U.S with all major states seeing improvements. This increases the odds that some lock-down efforts will soon be lifted, a necessary step to save many struggling small businesses. While the worst of COVID may be in the past, a wave of recent data suggests the economy is now in an endogenous demand-driven recession. With consumer and businesses spending on the decline, white-collar layoffs are becoming far more common which should lead to a longer but less intense economic slowdown. Overall, the vast majority of stocks appear to have far more downside risk than upside potential despite the improvement in COVID statistics.
Seekingalpha · 2d ago
There's a growing disconnect in emerging markets, but traders see opportunity
A great divide is forming between emerging markets and companies backed by foreign governments. Michael Bapis of Vios Advisors at Rockefeller Capital and Ari Wald of Oppenheimer discuss where to find opportunity overseas. · 3d ago
China presents a 'huge opportunity' for investors right now, top ETF issuer says
The bull case for Chinese stocks is crystallizing as the country claws its way back from the economic damage of Covid-19, says Luke Oliver of DWS Group. · 3d ago
Smaller Stocks Open Broader Windows To Emerging Markets
Allocating to smaller companies can help broaden an EM allocation by providing a different mix of exposures to opportunities across countries and sectors.On a 20-year timescale, EM small- and large-caps have both outperformed large-cap developed markets by a wide margin.When searching for smaller EM companies with big potential, we believe investors should look for companies that are at the crossroads of positive change.
Seekingalpha · 09/09 23:53
Buy on the Dip Prospects: September 9 Edition
Here is a look at ETFs that currently offer attractive short buying opportunities. The ETFs included in this list are rated as buy candidates for two reasons. First, each of these funds is deemed to be in an uptrend based on the fact that its 50-day moving average is above its 200-day moving average,
ETF Database · 09/09 23:00
Bond Shorts Burned After Tech Selloff Reignites Treasury Rally
Newly minted bond bears got a harsh lesson in market timing on Tuesday as a precipitous drop in technology shares sent investors in search of havens.
Bloomberg · 09/08 18:53
Blue-Chip ETFs Hold Up During Massive Selloff in Tech Shares
As the brutal technology rout deepens, exchange-traded fund investors are placing bets on value.
Bloomberg · 09/08 15:28
Investors Buying the Dip Pour Billions Into Two Nasdaq Funds
Bloomberg · 09/08 12:27
EU's Michel unsure if post-Brexit deal can be reached with U.K. - Reuters
The U.K. will have to lay out its plans for state aid to British industries if it wants to seal a new partnership agreement with the European Union starting in
Seekingalpha · 09/04 14:56
SPXU Enters Positive Drift Regime
Leveraged ETFs sometimes have an unpredictable behavior.We illustrate our point with 22 ETFs tracking various indexes.Then, we focus on the historical and current behavior of SPXU.
Seekingalpha · 09/02 23:24
Emerging Markets Outpace Developed Markets In July
Seeking Alpha - Article · 08/08 19:17
This is one of the biggest mistakes investors can make when it comes to the China trade, ETF analyst says
Investors may find success investing in Chinese consumer discretionary stocks as tensions between the world's two largest economies rise, says Global X's Jay Jacobs. · 08/08 13:19
Why global investors can’t ignore Turkey’s latest currency woes · 08/07 13:33
The Impact Of The Pandemic On Developing Countries
Seeking Alpha - Article · 08/06 13:34
SPXU: The Drift Has Improved, But Is Still In A Negative Regime
Seeking Alpha - Article · 08/04 09:09
The Big Tax Shift
Seeking Alpha - Article · 08/03 13:09
The Two-Sided Recovery: A Conversation About The Markets And Economy
Seeking Alpha - Article · 07/31 07:00