November, 27
The Financial Times – US Markets Wrap: Thanksgiving, Cyber Monday; Christmas next. But, did Santa Claus pass the baton to the turkey?
During his most recent appearance on ‘Breakfast with Lynlee Foo and Ryan Huang,’ Cameron Brant discussed consumer sentiments, whether companies will continue with their stock buybacks, and expectations ahead of Dec.’s FOMC meeting.
November, 22
The Financial Times – Investors pour cash into US corporate debt in bet Fed rates have peaked
According to EPFR data, more than $16 billion has flooded into corporate bond funds in the month to November 20, which is already a larger net inflow than any full month since July 2020.
November, 14
The Financial Times – Stock investors face up to tough reality of higher rates
According to EPFR data, net flows into equity funds have been practically flat so far this year.
November, 2
Nikkei Asia – U.S. Treasury yields take a breath, but Asia stays on guard
EPFR’s Director of Research, Cameron Brandt, discussed his views on what kind of impact high US interest rates and elevated yields may have on the global economy and emerging markets.