Known unknowns abound in early 4Q23
US Money Market Funds started October with their biggest weekly inflow in six months as investors struggled to make sense of a market where interest...
alternative funds
Flows to US Bond Funds hit the buffers
The fourth week of September saw oil prices inch closer to the $100 a barrel mark, yields on US 10-year Treasuries hit a 15-year high and the clock...
Interest rates and investor sentiment on hold
Investors hoping for the p-word got one during the third week of September. But it was ‘plateau’, rather than ‘pivot’, as the Bank of England and US...
Another turn of the screw in Europe
The question of when major central banks will declare victory in their battles against inflation or, in the case of China, misallocation of credit...
Keeping the powder dry in early September
The first week of September saw EPFR-tracked Money Market Funds absorb over $65 billion as investors waited to see which way interest rate winds are...
Real pain for real estate on both sides of the Pacific
Although the third week of August ended with a stellar earnings report from Nvidia, maker of the graphic chips driving current artificial...