yields

Reflation has become one of the hottest buzzwords over the last six months since Americans began getting vaccinated and the economy started its process of stabilizing. A term that has been used synonymously with “normalizing” and “reopening,” the reflation trade represents...

Russell 2000 futures sank 1% yesterday, once again showing an inverse relationship to the other major equity index futures that all finished in the green. This sort of disparity, especially while other indices are making new all-time highs, is worth watching as further weakness in the riskier small...

The “check engine” light flashed on the rally’s instrument panel this morning. That little oil can icon looks to be glowing as well. A wave of selling hit the market overnight amid fears that falling yields could suggest economic slowing. This followed a downturn in European and...

Let's put the recent Nasdaq strength into context. It's impressive, no doubt. Bond yields have flattened, and growth stocks have regained momentum with the help of resurgent valuations. I've been as surprised as anyone by the sustainability of the recent move. Up until Monday, Nasdaq...

Without any major economic data this morning, it seems like investors may be biding their time for guidance from numbers out later in the week, including the big government jobs report on Friday. With the S&P 500 Index (SPX) in record territory and movement on a potential...

The latest CPI numbers were released on May 12, showing a 0.8% increase in prices from the previous month. This number was well above the 0.2% that was expected, and it triggered a quick 2.5% loss in the S&P 500 and an even greater loss in the Nasdaq. Is the market terrified at the prospect of...

Economic activity is picking up faster than many expected, and the recovery poses challenges for central bankers. They must find a way to unwind the accommodative measures and avoid an unwanted recession further down the road. The Federal Reserve has repeatedly signaled it would look through any...

During the go-go days of the Federal Reserve's various versions of quantitative easing, a slew of high-yield sector and asset classes became investor favorites. That includes multi-asset exchange-traded funds, such as the First Trust Multi-Asset Diversified Income Index Fund (First Trust...

The cover story in this weekend's Barron's offers a look at how to get yields of up to 9 percent in 2016. Junk bonds and high-dividend stocks topped the annual survey, while Treasurys and MLPs brought up the rear. Other feature stories offer top picks from advisors and fund managers. Cover Story...