Spotlight On Fund Flows In Europe Throughout 2024
At first glance, it appears the trend of 2023 has continued, as mutual funds and ETFs assigned to Article 9 of the SFDR were the only category which faced outflows (-€27.8 bn) over the course of 2024.
The Nation’s Increasing Federal Debt
The economic developments and policy changes over the past two decades have raised the level of current and projected debt.
Kurv Or YieldMax: Who Offers The Better Which Amazon ETF?
The Kurv ETF, AMZP, is the winner by a slight amount.
Can Monetary And Fiscal Stimulus Counter Recessions?
During an economic crisis, governments and the central banks should do as little as possible.
Don't Let The Latest Inflation Data Fool You, It's Still A Threat
A discussion about the latest outlook on inflation.
Temporary Relief On U.S. Trade Triggers A Dollar Correction
The lack of tariffs today has sparked anywhere from a 0.5% to 1.5% sell-off in the dollar against the G10 currencies.
Shocking New Data Shows Holiday Shopping Collapse
Americans simply don't have enough funds and so the downturn marches on.
Was CPI Better Than Good?
Digging deeper into the report, one will find that CPI may be much better than OK. In particular, there are two things worth appreciating.
The Fed’s Mandate Cannot Be Government Excess
The two pillars that support the entire modern monetary system have crumbled over time.
Asian Stock: DigiPlus Interactive Corp
DigiPlus Interactive Corporation is a digital entertainment company in the Philippines.
Earnings Preview: AT&T Q4 Earnings Expected To Decline
Wall Street expects a year-over-year decline in earnings on higher revenues when AT&T reports results for the quarter ended December 2024.
Healthcare And Biotech Stocks Lag The Market Again
Biotech stocks got little help from the JPM Conference despite some recovery to the general market.
Could TSMC Lose U.S. Funding Under Trump 2.0?
TSMC chief of finance still expects US funding to continue in 2025.
ETFs To Watch As Trump Heads To White House Again
Trump’s policies and promises are highly beneficial for some sectors.
Fearless Forecast 2025 – The Year Momentum Died
Buying strong momentum will not work. Making a lot of money will be difficult.
Macro Briefing - Monday, Jan. 20
U.S. housing starts rose for a second month in December, advancing to the highest annual rate since February.
Trump’s Inauguration Key Themes And Highlights, “Golden Age Begins Now”
The best news of the day is Trump is looking at measured tariffs, not the sweeping actions he campaigned on.
The Hidden Fund Flow Trends Underneath The Headline Numbers
The European fund industry enjoyed inflows of €620.2 bn over the course of 2024.
Canadian Dollar Lurches Higher On Easing Market Tensions
The Canadian Dollar caught a rare boost on Monday, dragging USD/CAD back below 1.4400.
Why Gold Will Surge As The Stock Market Slows Down
A discussion about the macro outlook for 2025 and what will trigger the next big move in gold and gold shares.