THE WisdomTree BLOG
Recently we heard a narrative regarding the movement in the stock and bond markets—specifically, that the decline in U.S. equities resulted from the drop in the U.S. Treasury (UST) 10-Year yield. Typically, the bond market reacts to developments in the stock market, not the other way around. So, which came first, the chicken or the egg?
Japan’s recent gross domestic product report was stronger than expected, up 2.1% quarter over quarter and annualized, against expectations for a small decline. Jesper Koll discusses the Japan equity investment implications amid the macroeconomic and political environments.
Typically, the search for yield comes with added risks, as investors either move too far out in duration or lower their credit quality constraints. But what if an investor could enhance yield in their fixed income portfolio while maintaining familiar risk profiles?
If the term “IMO 2020” doesn’t resonate with you, pay attention. Jeff Weniger discusses why maritime fuel cleanliness standards could soon hit oil markets.
With Canadians focused on housing, is it time to consider a knock-on effect south of the border? Jeff Weniger discusses how to get in front of the “Chinafornia” slowdown.