Undervalued or Overvalued, Where Do Equities Stand?
During the first nine months of 2022, the S&P 500 lost a quarter of its value, while the Nasdaq fell by a third. Are equities now undervalued? The answer may come as a surprise. Insights by CME Group Senior Economist, Erik Norland. Take advantage of premium derivatives content, tools and alerts. Create a CME Group account
Bridgewater's co-CIO Greg Jensen Says Equities Have 20-25% To Drop
Bridgewater's co-CIO Greg Jensen says equities are dislocated from the real economy and projects a 20-25% drop in value.
Could Higher Rates and Lower Equities Come into Conflict?
Higher interest rates and lower equity prices are the dominant financial trends. But at what point do these two trends come into conflict? Insights by Erik Norland, Senior Economist at CME Group.
FX Insights: Australian Dollar and Gold Beating to Different Drums?
Over the past 1.5 years, gold and the Aussie dollar have had a positive correlation. However, at the end of January, gold broke it out of its long-term channel while the Aussie dollar continues to trade sideways. What’s changed between this commodity and currency? Insights by Jim Iuorio.
What’s Next For Cryptocurrencies?
Although historically uncorrelated to other assets, cryptocurrencies began to have a growing positive correlation with risk assets like stocks during 2021. Many traders believe the Fed’s easy money policies are behind this new development. Read more articles like this at OpenMarkets
The ETF Show - Introducing the Top 3 Megatrends of 2022
BlackRock has identified the top three themes to watch in 2022. US Head of BlackRock Megatrend, International and Sector ETFs Jeff Spiegel walks through ways that investors can gain exposure to the cloud, automation and what he calls the next major medical breakthrough. MSCI’s Mark Carver, Managing Director, Global Head of Equity Factor Products and Equity Portfolio Management, also discusses market behavior, the rotation out of growth into value, and the four most common questions he is hearing from clients right now.
Macro Markets Podcast: Episode #4
Discussion of the economic and market backdrop to today’s Fed decision, and themes for next year. Featuring Assistant Chief Investment Officer Steve Brown and Chief Economist Brian Smedley.
ETFs for Tax Efficiency
Kevin O'Leary, O'Shares ETF Chairman, likes ETFs better than Mutual Funds for tax efficiencies and transparency.