THE WisdomTree BLOG
With Iran backed into a corner, increased tension between the regime and the White House has resurrected talk of a closing of the Strait of Hormuz, the critical waterway by which the bulk of Middle Eastern oil must travel. Jeff Weniger discusses three key positions that may benefit from the current situation.
Although the money and bond markets appear to be “chomping at the bit” for a rate cut, expectations for such action at the recent FOMC meeting were low. Kevin Flanagan discusses the outcome of yesterday’s Federal Reserve meeting.
To watch the money and bond markets of late, there is one development that stands out quite clearly: the Federal Reserve has to cut interest rates. In fact, from the markets’ perspective, trade uncertainty plus economic weakness equals three rate cuts in the future.
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.