Weekly Report: what happened at BWX last week (0408-0412)?

Weekly Report: what happened at BWX last week (0401-0405)?

Commodities Continue To Lead Major Asset Classes In 2024

Commodities have overtaken US stocks as the top performer for global assets in 2024. A number of broad-brush commodity funds are rebounding in 2024 after a down year for the asset class in 2023. The rally for prices of raw materials continues to bubble after a rough 2023 in global markets.

Dawn Of A New Regime: Implications For Fixed Income

Mounting pressures from macro megaforces point toward higher structural inflation and lower real GDP growth in the years ahead. We think higher inflation and slower economic growth will reverberate across the global fixed-income markets. Three powerful forces: deglobalization, demographics and climate change.

Major Asset Classes: March 2024 Performance Review

The rally in global assets broadened in March, lifting nearly every slice of the major asset classes. Global real estate ex-US topped the long list of winners in March. The downside outlier: bonds in emerging markets. The Global Market Index extended its winning streak for a fifth straight month.

Weekly Report: what happened at BWX last week (0325-0329)?

Weekly Report: what happened at BWX last week (0318-0322)?

Commodities Overtake U.S. Stocks As Performance Leader In 2024

Weekly Report: what happened at BWX last week (0311-0315)?

Weekly Report: what happened at BWX last week (0304-0308)?

Total Return Forecasts: Major Asset Classes - March 4, 2024

Weekly Report: what happened at BWX last week (0226-0301)?

SPDR Bloomberg Barclays International Treasury Bond ETF declares monthly distribution of $0.0356

Major Asset Classes: February 2024 Performance Review

Weekly Report: what happened at BWX last week (0219-0223)?

Weekly Report: what happened at BWX last week (0212-0216)?

SPDR Bloomberg International Treasury Bond Getting Very Oversold

High Yield Bonds In Emerging Markets: 2024's Upside Outliers

VanEck Emerging Markets High Yield Bond ETF is up 2.1% so far in 2024. Much of the global bond market is struggling this year, with a conspicuous exception - below-investment grade bonds issued by companies in emerging markets. The yield premium in EM corporates is more than double the US investment-grade equivalent.

Weekly Report: what happened at BWX last week (0205-0209)?

U.S. Stocks Remain Upside Outlier For Major Asset Classes In 2024