Pg 9: Forsyth – Almost 1/3 rd of European bonds now have negative yields. Some Spanish mortgages had below zero rates. German 10-yr was at 0.073%. The ECB deposit rate was at -0.20% . Japan has had low rates for over a decade. But where are the benefits of low rates? Contrary to old wisdom, the
Pg M3, Trader: A down week due to different concerns about China and Greece . China took actions to cool its hot stock markets. Greece faces another deadline on May 11 for payment to the IMF and there is talk again of default or Grexit. Lagging IBM [fwd P/E 10; yield 2.7%; reports Monday] is ...
for many years. My friends in Asia have all found interesting avenues into these investments—especially in NZ. Barron ’ s has been the most active in the U.S. in discussing the options, but no good possibilities have landed on my radar
Pg 7: Laing – There are too many divergences in the markets. The volatility has increased due to a lack of liquidity as banks have pulled back in the face of higher regulation. If the nuclear deal with Iran goes through this Summer, the US may have a new balance of power strategy with Israel,
You will of course need a Barron ' s subscription or access to the paper version at your local library; here is the URL to the article: http://online.barrons
MW Cover: Atlanta Fed ’s online GDPNow is forecasting 2015/Q1 GDP growth of only +0.1% . Pg M3, Trader: A good week as the bad news was now considered good [ with the rate hike expectations being delayed ]. GE jumped +11% on its divestiture plan to sell/spinoff GE Capital. The energy sector saw
Pg L7: Cover story “Righting the Ship” features four mutual funds with glorious histories and star managers and points out that they have been doing quite good lately [ but that may not be enough to restore them to their former glory ]. Featured are Fido FMAGX , Pimco PTTRX , Price PRFDX , ...
Pg 7: Forsyth – The new Bernanke2 , the Brookings-blogger, said that the central banks have little influence over long-term real interest rates [nominal rates minus inflation]. But the old Bernanke1 , the former Fed Chair, wrote in a Nov 2010 op-ed piece that the purpose of his QE2 was to lower
Pg M3, Trader: A quiet holiday shortened week with mixed economic data but there were pockets of activity: airlines -5% , biotechs -4% , energy +1.5% . The poor jobs report on Good Friday will be a negative for the equity market on Monday [ the stock futures indicated so on Friday ]. Oil ...
default-source/publications/a-case-for-global-investing.pdf The Case for a Globally Diversified Portfolio - Barron ' s http://blogs.barrons.com/penta/2015/03/31/the-case-for-global-diversification/?mod=BOLBlog