US Treasuries – Treasury yields rose across the curve in October, continuing their rise to the highest level year to date. There was, however, a slight interruption in the middle of the month to this upward trend as volatility proved that Treasuries are still the beneficiary of a flight to quality during equity market stress…. Read more »
The Macro View
Posts By: MacroView Investment Management
IRS Announces 2019 401K and IRA Contribution Limits
Good news for retirement savers in 2019, they will be able to save more. Today the IRS announced the contribution limits for workplace retirement plans and IRAs. See below for a summary of the changes. We will be working with our personal wealth management clients to make adjustments in the new year and helping… Read more »
A Closer Look At This Market Sell Off
The S&P 500 reached a closing high of 2930.75 on September 20, 2018. Since then, significant market volatility emerged, and the S&P 500 has fallen almost 10% in just over a month. As with many abrupt market drops, investors and pundits fear this is the start of a bear market. However, we believe current… Read more »
Time To Get Tactical With Emerging Markets?
Throughout 2016 and 2017, the emerging markets staged an impressive rally. The MSCI Emerging Markets Index surged more than 60%. But since hitting a peak in late January, the index has fallen roughly 15% and currently sits down 8% year-to-date. The slide is attributable to the rebound in the dollar, which always creates an… Read more »
Flattening Yield Curve – A Sign of Things to Come?
Lately, the topic at the forefront of headlines and discussions in the investment industry is the flattening US treasury yield curve. This phenomenon occurred as short-term interest rates, largely influenced by the Federal Reserve’s monetary policy tightening, have risen significantly. On the flipside, long-term interest rates, which are largely influenced by growth and inflation… Read more »