Analysis of the constituents of the S&P 100 by Vincent Deluard, global macro strategist at StoneX, a New York-based brokerage, found that since 2018 the stocks most owned by ETFs have tended to perform worse that those more lightly held by such funds. Read more...
Fiona Cincotta notes we are seeing a constant flip-flop between recovery optimism and overheating fears. After the Fed’s efforts to placate the market, Thursday’s movement shows the market is taking the Fed at its word. Cincotta also highlights the huge...
Meltem Demirors, chief strategy officer at digital asset manager CoinShares Group, said Tesla was unlikely to have sold many, if any, cars using bitcoin and the backflip generated positive publicity while simplifying payment processes. Read more here
“If you have a sharp decline in equities, you’d expect gold to come down with it…meaning that quite often people who are looking at the possibility of margin calls raise cash by selling their gold holdings,” said StoneX analyst Rhona O’Connell. Read...
“The underlying sentiment remains positive, and the election result, when we get it, is likely to be gold-friendly with a likely weakening dollar, fresh stimulus, rates in negative territory and a likelihood that the [Federal Reserve] will start buying longer-term...
Vincent Deluard, director of global macro strategy at StoneX Group Inc. U.S. pension funds assume that they will earn 7.25% on their portfolios by mixing assets which yield less than 3% on average. Even if pension funds were to invest solely in the highest-yielding...
