The Role VIX ETPs Played in Recent Market Volatility

February 23, 2018

Today's post is from Brian McCormick, manager of Commonwealth's Investment Management and Research team.

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Will You Lose Money in Bonds?

February 22, 2018

Today's post is from Peter Essele, manager of Commonwealth's Investment Management and Research team.

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Emerging Markets: The Long-Term View

February 21, 2018

Today’s post comes from Anu Gaggar of Commonwealth’s Investment Research team. Take it away, Anu! —Brad

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Monday Update (on Tuesday): Inflation Rising, Data Weak

February 20, 2018

Last week’s data covered wide slices of the economy and was generally weak, while the week ahead will be a slow one. Let’s take a closer look at the numbers.

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The Deficit, the Debt, and Interest Rates

February 16, 2018

The political reaction to the tax reform bill that was recently passed has grown more favorable over time. Initially, people appeared skeptical. But now that lower withholding rates are actually showing up in paychecks, the sentiment is turning more positive. Economically, we are seeing the same thing. Consumer confidence is rising again, due at least in part to larger paychecks. That should also translate, over time, to faster growth as both people and businesses are increasingly willing and able to spend. The recent debt ceiling deal should also help economic growth, with hundreds of billions of dollars in additional spending. This kind of fiscal stimulus will certainly help growth accelerate this year.

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Inflation, Interest Rates, and the Stock Market

February 15, 2018

The big economic news this week—now that the stock market has calmed down—is the apparent rise of inflation. In fact, inflation does appear to be on the rise, with both the Consumer Price Index (CPI) and the Producer Price Index (PPI) showing faster growth in the past 18 months, as you can see in the chart below. We will be using the CPI for the rest of the discussion, given the relatively short span of the PPI data, but note that the two series have been saying the same thing.

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Lessons from the Market Pullback

February 14, 2018

Now that the markets have seemingly calmed down a bit—although there is certainly no guarantee that will remain the case—it is a good time to look at the past couple of weeks and see what lessons can be drawn. Prior to that point, we had not had a significant pullback in two years. Let’s face it, we are out of practice at watching the markets drop. So, what do we know now that we didn’t know two weeks ago?

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