Monetary collar tightens again
The third week of September began with investors buying US equities on the dip and Ukraine’s army rolling back Russian invaders around the city of...
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Investors caught between two sides of the same coins
Devotees of buying on the dip were presented with several handsome opportunities during the second week of September as investors tried to decide...
Risk off as interest rates keep rising
Redemptions from EPFR-tracked Equity Funds hit an 11-week high in early September as investors surveyed a sea of troubles, ranging from the complete...
Bracing for regular doses of bitter medicine
Late August found markets and investors chewing on a new nugget of ‘Fed-speak.’ What does “some pain,” which US Federal Reserve Chairman Jerome...
Will the Fed light 75 more candles in September?
Hawkish remarks by US Federal Reserve policymakers going into the final week of August put the brakes on what investors are hoping is the next leg...
Investors keep their eye on brighter future
The present, in mid-August, continued to offer little obvious comfort to investors. Russia’s invasion of Ukraine ground on towards the 200-day mark,...
Flows bloom as indexes regain lost ground
Dead cat bounce or the start of a new bull market? The Dow Jones Industrial Average and the Nasdaq ended the second week of August at levels last...
Bond fund flows hit a YTD high coming into August
EPFR-tracked Bond Funds started August by posting their biggest inflow since mid-4Q21 as investors translated mixed earnings reports and...
An invitation to take on more risk?
As expected, the fourth week of July ended with the Federal Reserve hiking US interest rates by another 75 basis points. For a market that feared...
For Europe, the screws keep tightening
The third week of July was a tense one for investors with a European focus, who waited for the answers to a number of thorny questions. Would...
Darkest just before the dawn?
Given the raft of unsettling news and data thrown at them during the second week of July, investors showed considerable fortitude.
A few green shoots as third quarter starts
Flows during the first week of the third quarter favored liquidity, with EPFR-tracked Money Market Funds recording their biggest inflow...
Investors batten down the hatches going into the third quarter
Investors pulled money out of all the major EPFR-tracked fund groups during the final week of June as they closed the books on a quarter that saw...
2Q22 ending with more than a whimper
Against a backdrop of market volatility, slowing economic growth in Europe and North America, gasoline prices and mortgage rates in the US firmly...
For investors, light dims as solstice approaches
The Northern hemisphere’s summer solstice, which occurs on June 21, marks the day when it is light for the longest period. In the week preceding...