Tuesday links: playing by its rules
Markets Still no meaningful pick up in risk-off assets. (trendlabs.com) AI fears have put a bid into cybersecurity stocks. (axios.com) The third wave of ETFs is dominated by leveraged and single stocks. (morningstar.com) Bonds 10-year Treasury yields are back to 2007 levels. (cnbc.com) Hedge funds have become a huge player in the Treasury market. (wsj.com) 30-year mortgage rates are back around…
Markets remained without significant increase in risk-averse assets. Fears surrounding artificial intelligence have driven demand for cybersecurity stocks. The third wave of Exchange Traded Funds is primarily composed of leveraged and individual stocks. The 10-year Treasury yields have returned to levels seen in 2007. Hedge funds have emerged as major participants in the Treasury market.
The 30-year mortgage rates have climbed to approximately 7%. Some experts speculate that the bond market is merely normalizing. Investors seek to understand the future, even though optimal portfolios can only be known retrospectively. Traditional portfolio analysis is only applicable after the fact. Stay updated by subscribing to our daily newsletter.
Wealth management professionals can sign up for our exclusive Talking Wealth newsletter. Real estate data reveals that office markets in the United States are tightening. Rising residential mortgage rates impact apartment rents. Energy executives express pessimism as resources in the system dwindle. Higher energy prices are leading to protests in various parts of the world.
The reasons behind increasing gasoline prices are apparent. Consumer spending's ability to continue at its current pace is questioned. The Federal Reserve's actions from this week demand clear and concise explanations.
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