Featured Case Study
Midyear Outlook 2022: How to Reap Returns During a Recession
As we enter the second half of the year, many questions remain regarding the trajectory of financial markets and the economy. Our stance on stagflation (or "recession-inflation") remains…
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“The Lookout” from Catalyst
Special Feature on Wages and Inflation: “The Lookout” from Catalyst
Joe Tigay of Equity Armor Investments provides a broad market overview on inflation, the job market, and more in this extended edition of The Lookout. Simon Lack and his team at SL Advisors…
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HANDL Video: How to Track High Dividend, Rules-Based Fixed Income Solutions
Nasdaq Global Indexes ESG Index Strategist Sara Mehle joins Jill Malandrino on #TradeTalks to discuss a family of indexes created for investors looking to track high dividend, rules-based…
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July Market Recap from HANDLS Indexes: A Ray of Sunshine in a Bleak Year
Markets shook off the 2022 doldrums in July, with every income-oriented asset category tracked by HANDLS In-dexes gaining positive returns. MLPs rebounded from a dismal June to return 12.7%…
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Jim Cramer Says Fed Pivot Means Buy Stocks?
Of course, such sentiment is not surprising given that over the last decade, investors have repeatedly been beaten into submission to buy stocks when the Federal Reserve is easing monetary…
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Earnings and Pending Legislation Good For Pipelines
The theme to pipeline earnings for 2Q22 is one of positive surprises. It reminds me of Don Layton, former vice chair at JPMorgan and more recently CEO of Freddie Mac, when I told him I’d hired…
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Why 50/30/20 Makes More Sense Than 60/40 For This Market Environment
In an environment set up to be a lost decade for many traditional asset classes, a potentially compelling option is moving from a 60/40 to a 50/30/20 portfolio allocation model to integrate a…
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No Recession? All Of A Sudden Yield Spreads Are Collapsing
No recession. That was the recent declaration from Treasury Secretary Janet Yellen, noting that consumer spending, industrial output, credit quality, and other indicators don’t suggest economic risk.
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Wall Street Wins Again – SPAC Edition
As expected, Wall Street wins again. In 2020 and 2021, retail investors were chasing financial markets recklessly. Armed with sites like Reddit WallStreetBets and a Robinhood trading app, not…
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Life Gets Complicated For The Fed
Making eurodollar futures interesting is not among Fed chair Jay Powell’s goals, but he’s achieved it nonetheless. From just after their June FOMC meeting through Thursday, the market has…
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Catalyst/Rational Instant Reaction & Analysis: Fed Again Raises Interest Rates 75 Bps
The Federal Reserve once again raised interest rates 75 bps on Wednesday. See below for insights and initial reactions from the investment professionals across the Catalyst Funds and Rational…
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Dollars and “Change”: what’s next for inflation and stocks? A look at the monetary supply
As of this writing, the latest U.S. annual inflation rate came at 9.1 percent for the month of June 2022. Milton Friedman, an American economist and recipient of the 1976 Nobel Memorial Prize…
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MMT Policy Was Tried, And It Failed.
At the end of 2019, Federal Debt outstanding was $23.2 trillion. Of course, three months later, the government would decide to shut down the economy to battle the COVID-19 outbreak. That…
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