Director of Investment Strategies Shailesh Kshatriya unpacks the potential factors driving the sharp increase in U.S. Treasury yields. He also provided an update on Q3 earnings season and the Bank of Canada’s latest decision on rates.
U.S. consumer-price gains eased to 2.9% in July—the lowest increase since 2021
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, discussed the recent strength in U.S. small cap stocks and the likelihood of a September rate cut from the Fed. He also provided an update on the latest inflation numbers from Canada and the UK.
An extended period of calm means investors must be vigilant and not become complacent. However, it's not necessarily a harbinger of an impending volatility event.
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and ESG and Active Ownership Analyst Zoe Warganz discussed the U.S. inflation and retail sales reports from April, as well as the market’s reaction. They also chatted about the improving economic outlook in Europe.
Despite expectations for interest rate cuts by the Fed, yields have risen since the start of the year, with the government 10-year bond yield climbing nearly 70 bps this year through April 10. This is a sharp reversal from what occurred in Q4 2023 when the 10-year yield collapsed by 71 bps.
U.S. equities have ruled the roost for the better part of the last decade, but another region may emerge as the leader if the business cycle changes.
As other nations seek to become less dependent on the U.S. dollar, rumors of the greenback’s potential demise continue to swirl. Can the dollar remain king of the world’s reserve currency?
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Institutional Investment Solutions, Greg Coffey, discussed the recent PMI (purchasing managers’ index) readings from China and the U.S.
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Institutional Investment Solutions, Greg Coffey, discussed market reaction to the latest developments in the Russia-Ukraine war.
On the latest edition of Market Week in Review, Director of Investment Strategies Shailesh Kshatriya and Investment Strategy Analyst BeiChen Lin discussed recent political headlines in Washington, D.C., the rise in U.S. government bond yields and the potential outcomes of Germany’s recent elections.
U.S. and global equity markets are up 92% and 81%, respectively, from their March 23, 2020, lows through May 31, 2021.
On the latest edition of Market Week in Review, Director of Investment Strategies Shailesh Kshatriya and Head of Portfolio & Business Consulting Sophie Antal Gilbert discussed the meeting minutes from the U.S. Federal Reserve (the Fed), the latest inflation data and the recent volatility in cryptocurrency markets.