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Market Highlights in Charts 10.30.17

October 30, 2017

1. Is the record bond issuance telling us rates will be higher in the near future?

Market Highlights in Charts 10.25.17

October 25, 2017

1. The steepness of the growth slope is worrisome. Parabola up, parabola down!

Market Highlights in Charts 10.23.17

October 23, 2017

1. Inflation is alive and well for the prices of U.S. Housing.

Longest Bulls Since WW2

October 20, 2017

We are currently enjoying the second longest bull market in history.  The chart below gives us a great historical perspective as to how all the secular bull markets since World War II have looked. How long will this bull market last?  No one truly knows.  It might outlast the mighty 1990’s bull… or end tomorrow. Our philosophy believe

Market Highlights in Charts 10.18.17

October 18, 2017

1. 3.1 million U.S. homes still have negative equity...

More on Bonds This Week: Emerging Markets and High Yield

October 13, 2017

We recently shared several charts showing that U.S. High Yield bond yields are at the low end of their historical range and thus their prices are at the top of their historical range.  Yes, both can stay at current levels for extended periods…or not.  Similarly, the Emerging Market bond trade seems long in the tooth.  For those who want it all, here is a chart of Emerging Market high yield bonds.  They too share extremely low yields based on historical ranges.  Looking at this chart, is it more likely that these yields will fall ...

Market Highlights in Charts 10.11.17

October 11, 2017

1. U.S. IPO issuance is less than 1/4 what it was 10 years ago and 20 years ago.

Market Highlights in Charts 10.9.17

October 9, 2017

1. This is almost surreal...We have to import heavy, sour crude because are refineries are set up to process this type of oil.  Yet the light, sweet crude found in the shale deposits is being exported...

Market Highlights in Charts 10.4.17

October 4, 2017

1. Since the trough in the markets in 2009, the only significant corrections were preceded by Mutual fund and ETF outflows.  The net outflows over the past 6 months has been about $60 billion.

Market Highlights in Charts 10.2.17

October 2, 2017

1. But this should dramatically increase in the months ahead as they rebuild...