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How Concentration and Duration Risk Redefined the Benchmark
The indexes most investors use to track the markets don't look the way they did just five years ago. Many investors are aware that the major stock market index has become far more concentrated in a handful of companies than it has been in decades, but the bond market has also taken on more concentration ...
Markets are largely reducing expectations for a near-term U.S. Federal Reserve (Fed) rate hike, and we agree. July’s weak jobs report, the underwhelming retail sales report, and continued softening of the monthly inflation figures give the Fed room to stay patient in the coming months.
At the same time, our work suggests interest rates may remain higher than investors b...
Beneath the Headlines: An Economy in Transition, Not in Trouble
Key Takeaways
» The July jobs report headline (-23,000 payrolls and a combined -103,000 in prior-month revisions) glanc-es over a more nuanced picture: layoffs remain his-torically low and job openings remain plentiful. This looks like a labor-supply problem, not a demand setback. Still, the situa...