DoubleLine on Recession, Current Positioning, and U.S. Debt
Are we going to have a recession? Are we already in a recession?
Chasing Goldilocks
U.S. equity markets rallied while benchmark interest rates remained near the lows of the year after a critical slate of inflation data showed further encouraging signs of cooling price pressures. The Consumer Price Index posted a downside surprise for a fourth straight month, underscored by a "2-Handle" on Headline CPI, which follows a period of historically high inflation from 2021 to 2023. Sparking a renewed "Goldilocks" narrative, Retail Sales data was notably stronger than expected in July - posting its strongest monthly increase in 18 months - while Jobless Claims also moderated.
These 3 Index ETFs Are a Retiree's Best Friend
The Vanguard High Dividend Yield ETF provides a reasonable balance of income and potential for capital appreciation plus a little dividend growth. The iShares Core U.S. Aggregate Bond ETF doesn't offer capital gains, but it delivers strong, reliable income and plenty of safety.
High Yield Bond ETFs Have New Asset Leader
The U.S. high yield bond ETF category has a new asset leader. The iShares Broad USD High Yield Corporate Bond ETF (USHY) is now the largest high yield bond ETF in the market, with assets totaling $15.9 billion as of Aug.15.
The Return Of Volatility
In a highly volatile week across global financial markets, U.S. equity markets ultimately finished the week little-changed, while benchmark interest rates rebounded from the lowest levels of the year. Following a historic surge in volatility, stabilization in Asian and European markets, decent jobless claims data, and clarity on the domestic Presidential matchup helped to ease market jitters. Narrowly avoiding a fourth-straight week of losses, the S&P 500 finished flat - staging a late-week rebound after sharp declines early in the week. The Nasdaq remained in "correction territory."
Get Bond Appreciation While Still Extracting Yield
The anticipation of interest rate cuts have been spurring investors to add bonds before yields subsequently fall. Even so, they can still extract yield while adding core bond exposure with the NEOS Enhanced Income Aggregate Bond ETF (BNDI).
5 Most Loved ETFs of Last Week Amid Market Turmoil
ETFs across various categories pulled in $16.1 billion in capital last week, with U.S. equity ETFs leading the way with $9 billion in inflows.
Got $7,000 To Invest: Are AGG, BOND, or VOO ETFs A Buy?
24/7 Wall Street Insights Exchange Traded Funds offer a stock market type platform to invest in various indexes AGG and BOND are ETF examples of index market platforms for the US investment grade and broader global range investment grade bond markets, respectively.
Fixed Income ETFs Support Range of Advisor Objectives
In the first half of 2024, fixed income ETFs represented 29% of the U.S. industry's flows. This is encouraging as the asset category represents just 18% of the asset base.
These 3 Index ETFs Are a Retiree's Best Friend
Whether you want all stocks, all bonds, or a blend of the two asset classes, there's an index ETF to meet your needs. Low management fees and solid dividend payments make these ETFs ideal for retirees.
Bond ETFs rally as investors weigh fresh signs of cooling inflation
Shares of exchange-traded funds that invest in bonds were rising Thursday, as investors parsed details from a fresh report on U.S. inflation that indicated more signs of cooling.
AGG: A Better Risk-Reward Today (Rating Upgrade)
AGG has turned positive in total return year to date after a pullback in the first four months of 2024. Treasury yields have retreated amid tamer inflation prints, high-quality credit remains bid, and the equity/bond correlation is weakening, making AGG more attractive. AGG is a cost-effective fund with low fees, large assets under management, and a solid yield-to-maturity, making it a solid choice for risk-conscious long-term investors.
