article thumbnail

10 Years From Now

A Wealth of Common Sense

It feels like we’re in a weird place from the perspective of the economy and financial assets. Government debt seems too high. Housing prices seem too high. Consumer prices seem too high. Stock prices seem too high. I understand why people are worried. Bear markets, financial crises, recessions, etc.

article thumbnail

What US Treasury Volatility Means for the Economy

Advisor Perspectives

Last week’s sharp moves in the US government bond market have people wondering about the implications not only for the outlook for other financial assets, including stocks but also for the economy and policy.

Economy 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Weekend Thoughts – Inflation Hedges, Bonds & The “This is Fine” Economy

Discipline Funds

Is it gold, commodities, TIPS, stocks, Bitcoin, real assets or something else? ” 1 So, it turns out that the best inflation hedge of the last few years wasn’t any of the assets we traditionally think of inflation hedges. Institutions such as banks, insurance companies and governments hold the majority of bonds.

Economy 77
article thumbnail

The Economy vs. Interest Rates

Bell Investment Advisors

The broader economy surprises, too. With a seemingly unstoppable labor market and an economy that’s defied recession expectations, why have most financial markets declined since July? government is used to discount future cash flows, the expectation of higher rates drags down the price of stocks and bonds.

Economy 52
article thumbnail

Sunday links: a liberating mindset

Abnormal Returns

Markets Asset class returns were pretty green in 2023 except for commodities. bloomberg.com) Policy More of government should work like Operation Warp Speed. nytimes.com) Economy The economic graph of 2023. bonddad.blogspot.com) The American manufacturing economy is bumping along. npr.org) Human population may soon peak.

article thumbnail

Monday links: trying to keep their jobs

Abnormal Returns

craincurrency.com) Governance What do limited partner advisory committees actually do? bbc.com) How young Chinese are dealing with a lethargic economy. wsj.com) Why we should give Ukraine frozen Russian assets now. (wsj.com) A look at the world's largest e-commerce companies.

article thumbnail

Monday links: disintermediating creatives

Abnormal Returns

washingtonpost.com) Finance What happens when you merge two traditional asset managers who are experiencing outflows? morningstar.com) How real estate poses a risk to the Chinese economy. noahpinion.blog) China's local governments are full-up on debt. ft.com) Economy This measure of inflation has been falling for months.