Displaying items by tag: yields

Tuesday, 20 July 2021 20:27

Summer Bond Market Flummoxes Investors

(New York)

The summer bond market has a pretty predictable summer pattern. Normally…see the full story on our partner Magnifi’s site.

Published in Bonds: Total Market

(New York)

Whether investors—or Jerome Powell—like it or not, inflation is rising, and is as high as it has been in a generation. Sure, it could prove temporary, but in the near and medium term, investors are worried about it, which means it will be dictating returns. How to hedge inflation is a question that investors haven’t had to worry about in some time, so it is worth noting that REITs have traditionally performed very well in inflationary periods. Since many leases are tied to inflation, rents tend to rise directly in line with inflation, providing an excellent hedge.


FINSUM: REITs are not as well appreciated as an inflation hedge as some others asset classes, but that is exactly why they might be a great buy right now.

Published in Eq: Real Estate

(New York)

Treasury yields sank last week, before rebounding strongly late in the week…see the full story on our partner Magnifi’s site.

Published in Eq: Value
Tuesday, 13 July 2021 17:50

New Hot Inflation Report Could Spell Doom

(New York)

The market took a nosedive in the middle of the day today as investors were walloped with a hot CPI inflation reading. The CPI rose an eye-popping 5.4% in June, with core inflation coming in at 4.5%. The market was anticipating a flat 5.0% CPI number. Indexes turned downward immediately following the report. It should be noted than June 2020 was the nadir of the pandemic inflation readings, so that makes this report look even bigger.


FINSUM: The inflation boogeyman returns. Beware a big sell-off across the board in bonds, especially if the Fed or a member of the Fed makes any tightening comments.

Published in Bonds: Total Market
Friday, 09 July 2021 18:28

How to Maximize Your Income Portfolio

(Frankfurt)

Bonds yields have been so far from even survivable for most income investors, but…see the full story on our partner Magnifi’s site.

Published in Eq: Dividends
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