6+ day, 21+ hour ago   (159+ words) Investors' Chronicle How to invest when you fear the next crash Those of us who write about finance for a living have a stack of phrases we all reach for. In our defence, many are not just tired clichés. Staying…...

1+ week, 3+ hour ago   (284+ words) It’s a cautious start to trading as an unexpectedly strong US jobs print on Friday collided with the weekend’s fresh escalation of the war between America and Iran, pushing bond yields and oil prices higher, while stock markets across Europe…...

1+ week, 4+ day ago   (202+ words) Investors' Chronicle How our portfolios swerved bond market turmoil Following a couple of bad months, the Alpha tactical asset allocation (TAA) models recovered in August. It turns out the signal to shelter the portion of funds strategically earmarked for bonds…...

1+ week, 5+ day ago   (90+ words) investorschronicle.co.uk Price: $131, IC View: Buy Tariff rebates boost profits Low-cost retailer Dollar General (US:DG) is benefiting as Americans are squeezed by the rising cost of living. Higher petrol prices and borrowing costs have forced some Americans to…...

3+ week, 2+ day ago   (103+ words) “A Fed that says less is manageable when the data is clear,” observes Veronica Clark, developed markets economist at Citi. “When the data is split, the silence becomes its own source of volatility.” Investors will be watching Wednesday’s PCE release…...

3+ week, 3+ day ago   (553+ words) Milton Friedman taught us inflation is always and everywhere a monetary phenomenon and government spending creates money: as the state expands we get more cash swishing around the system. That’s a problem if there are no more goods to buy…...

3+ week, 4+ day ago   (269+ words) Yesterday’s enthusiasm after the US government’s bold foray into meddling with bond markets isn’t going down too well in Europe, with the major bourses all falling in early trading. The FTSE 100 is down 0.2 per cent, although some of this is…...

3+ week, 6+ day ago   (443+ words) Higher US Treasury yields and volatility across the bond market are leaving the dollar as the least ugly sister. The dollar index is up slightly this morning while the pound has fallen on yet more signs of weakness in the…...