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John Hancock: Weekly Market Recap Week Ended May 26th

May 31, 2023

  Yield volatility  The yield of the 10-year U.S. Treasury bond rose for the second week in a row, climbing to the highest level in two and a half months. The 10-year bond  closed around 3.80% on Friday—up from 3.46% a couple weeks earlier, yet well below a recent peak of 4.07% on March 2. […]

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Franklin Templeton: What To Do When Stuff Happens

May 26, 2023

The resolve of central banks to fight inflation has caused increased volatility across capital markets—particularly in the US Treasury yield curve—owing to considerable uncertainty regarding the outlooks for inflation, growth and a potential US recession.1 Even though the US Federal Reserve (Fed) clearly stated it does not anticipate cutting interest rates later this year, the […]

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Visual Capitalist: Charting The Rise Of America’s Debt Ceiling

May 25, 2023

Charting the Rise of America’s Debt Ceiling Every few years the debt ceiling standoff puts the credit of the U.S. at risk. In January, the $31.4 trillion debt limit—the amount of debt the U.S. government can hold—was reached. That means U.S. cash reserves could be exhausted by June 1 according to Treasury Secretary Janet Yellen. […]

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John Hancock: Weekly Market Recap Week Ended May 19th

May 24, 2023

  Growth back in style An index that tracks U.S. large-cap growth stocks again outperformed its value counterpart by a wide margin, extending the growth equity style’s big year-to-date performance leadership. The growth index’s year-to-date gain was 19% as of Friday versus an essentially flat result for the value index.   Yields rebound   With many […]

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Putnam: Rethinking Fixed Income Allocations Around The End Of A Fed Hiking

May 18, 2023

  With the market currently anticipating the completion of the Fed’s interest-rate hikes at its May meeting, we analyze historical rate cycles to offer guidance on fixed income allocations. Source: https://www.putnam.com/advisor/content/perspectives/9705-rethinking-fixed-income-allocations-around-the-end-of-a-fed-hiking-cycle    

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Global X: Generative AI, Explained

May 17, 2023

It’s not often we see technologies gain exponential adoption and attention in a very short time frame the same way OpenAI’s ChatGPT has since late 2022. ChatGPT is estimated to have reached 100 million users in just two months.1 It took Netflix 10 years to reach 100 million users; six and half years for Google […]

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John Hancock: Weekly Market Recap Week Ended May 12th

May 16, 2023

  Sticky inflation While U.S. inflation slowed for the tenth consecutive month, the latest Consumer Price Index reading didn’t register a big easing of prices, as inflation slowed to a 4.9% annual rate in April versus 5.0% in March. Excluding energy and food, prices climbed 5.5% versus 5.6% the previous month.   Earnings scorecard With […]

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John Hancock: A Glass Half Full

May 12, 2023

A glass half full: bonds now offer better values than they have in years There’s no arguing that 2022 wasn’t a brutal year for the bond markets. Virtually every segment suffered material declines, with investors’ risk aversion sending spread sectors lower while rising interest rates pushed rate-sensitive securities into the red. In the end, the […]

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Lord Abbett: The Fed Finds Cause For A Pause

May 11, 2023

                    A tweak to the U.S. Federal Reserve’s post-meeting policy statement indicates that the 25 basis point hike in the fed funds rate on May 3 may be the last of the current cycle.   On May 3, 2023, the Federal Open Market Committee (FOMC), the […]

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John Hancock: Weekly Market Recap Week Ended May 5

May 10, 2023

  Another jobs surprise U.S. labor market performance continued to surprise on the upside, as the 253,000 jobs added in April exceeded expectations and topped the previous month’s downwardly revised figure of 165,000. The unemployment rate slipped to 3.4%, the lowest level since 1969.   Earnings outlook brightens With roughly 85% of S&P 500 companies […]

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