IGM FX and Rates

Viewpoint: Mexican 2018 Election Special

By Robert Graystone 22 Jun 2018

The overdramatized narrative surrounding AMLO presents an attractive opportunity to enter a bullish MXN contrarian trade.

IGM FX and Rates

Viewpoint: Week Ahead

By Marcus Dewsnap 22 Jun 2018

The week ahead includes, US PCE inflation and EMU inflation both seen above target.

EPFR Fund Flows, IGM Credit, IGM FX and Rates, WealthManagem...

No Need to Wait for Curve Inversions

By David Ader 22 Jun 2018

An FT piece by John Authers made note that the defensive strategy of dividend investing isn’t working so well as yields have lifted.  I’ll show you a chart of what I’m looking at in a moment, but his piece has interesting insights that are worth your attention.   One is of the change in the composition of the S&P 500 in the context of index investing.  Dividend-plays tend to go with stocks that are lower quality within the S&P 500, and lower momentum as well, so are not in an economic sweet spot.  Further, and importantly, the dividend yield has edged below the 10-year creating a compelling competitive force. Read more from David Ader's latest musings...

IGM FX and Rates

The Context

By Marcus Dewsnap 18 Jun 2018

Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

Competitive Product Research, Informagic

Loan Rate Monitor - June 2018

18 Jun 2018

As we head into mid-June, the market remains volatile with many fluctuations in movement. Ultimately, we are finding that rates continue to move upward. Since the end of May, APR for the 30-year conforming fixed mortgage has increased 0.139 to 4.739 percent. 5/1 ARM jumbo products have slightly increased 0.067 to 4.707 along with the 30-year jumbo fixed which increased 0.133 to 4.549.

IGM FX and Rates

Viewpoint: Turkish 2018 Election Special

By Christopher Shiells 15 Jun 2018

Pres Erdogan hopes to finalise the move to a Presidential system of power at the Jun 24 elections, but policy uncertainty set to grip markets

IGM FX and Rates

Viewpoint: Week Ahead

By Marcus Dewsnap 15 Jun 2018

The week ahead sees the a dearth of top tier data but a deluge of central bankers talking

EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

Curve Speaks, I Listen

By David Ader 15 Jun 2018

Let’s talk a bit more about the FOMC statement and its cut.  Yes, I mean cut of these words; “The Committee expects that economic conditions will evolve in a manner that will warrant further gradual increases in the federal funds rate; the federal funds rate is likely to remain, for some time, below levels that are expected to prevail in the longer run.”   The Fed isn’t mincing words here.  What they are saying is they are more confident in the economy, inflation, and that the Funds rate will now move to the longer-run objectives.  It’s reasonable to see gradual to mean 25 bp hikes each quarter. Read more from David Ader's latest musings...

Competitive Product Research, Market Research Solutions, Med...

Success Stories: Designing for the Present, Planning for the Future

15 Jun 2018

A 50-billion-dollar financial institution is interested in new mobile banking application features. However, their app has not been updated in years and the list of features they want to add is long. This initiative will not only be time consuming, it will be expensive. Read more about Informa's successful approach here...

IGM FX and Rates

The Context

By Marcus Dewsnap 11 Jun 2018

Welcome to The Context, our Financial Intelligence newsletter containing thought leadership articles spanning a host of asset classes.

IGM FX and Rates

Viewpoint: Week Ahead

By Marcus Dewsnap 08 Jun 2018

The week ahead sees the Fed, BoJ & ECB meet amidst finger pointing at FOMC balance sheet policy

EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

Trading Trade; Tax On, Tax Off

By David Ader 08 Jun 2018

The headline for this week doesn’t provoke much enthusiasm from me because I don’t know how to position for the back and forth on the Administration’s trade approach. Clearly, there are protectionists of the deep sort ‘advising’ Trump and then there are the cooler heads, i.e. Mnuchin, who more quietly seems to be trying to offset at least the rhetoric if not the deed. My visceral inclination is to step aside and wait it out as opposed to take heart or renewed angst over each and every twist to this story. Read more from David Ader's latest musings...

IGM Credit, IGM FX and Rates

NPLs, Esoterics, and QE Under Discussion at Global ABS

By Anil Mayre, Senior Credit Analyst, IGM 07 Jun 2018

Competitive Product Research, PriceWise

PriceWise for Community Banks: Level the playing field!

01 Jun 2018

The information advantage given by PriceWise™ helps you succeed in managing your deposit and lending products. 

EPFR, IGM Credit, IGM FX and Rates, WealthManagement.com

May you Live in Less Interesting Times

By David Ader 01 Jun 2018

I’m back from a series of fortunate events not the least of which was watching, distantly, events from the touch of 3.12% 10-yr yields on May 18 to the plunge post Memorial Day to near 2.75%. I would like to think the time on my ‘back to the front tour’ of some European battlefields gives me perspective on many topics. First, we surely knew (but apparently didn’t heed) the softer tone to Europe as evidenced by the EZ Citi Surprise Index at -100 early in May, the weakest level in seven years. Something was underway already and weakness in this aggregate was evident across the globe. Yet rates continued to rise until quite recently. Read more from David Ader's latest musings...