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Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 01.18.21

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 01.19.21

The week ahead will be highlighted, not by economic data or earnings, but the inauguration of Joe Biden as president. Following the storming of the U.S. Capitol and reports that other protests around the country have been planned, all eyes will be on the inauguration as the new regime takes over. As for economic data, one of the hottest parts of the economy during the tumultuous 2020 was the housing market as historically low mortgage rates eased affordability. This upcoming week will provide us with data on how the housing market finished 2020...

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 01.11.21

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 01.11.21

The week ahead will be highlighted by the release of the December consumer price index. Inflation is in the crosshairs of investors as Inflation expectations have been increasing, particularly this week as investors are anticipating additional fiscal stimulus following the Georgia election. Additionally, large financial corporations kick off the fourth quarter earnings cycle during the week. Corporate earnings are expected to increase during the quarter. However, coronavirus cases surged during the quarter which may place downward pressure on earnings...

Topic Industry News

EPFR - fund flow & allocations data

EPFR's 2020 wrap, and a look ahead to 2021...

EPFR's 2020 wrap, and a look ahead to 2021

After more than two decades of tracking mutual fund flows and allocation data, we’ve come to believe that each year, or indeed each time period, has its own special “data signature”. It could be said that 2020 has one of the most unique signatures we've seen in a long time. Our 2020 wrap takes a look at this past year, we discuss the reactions we saw in the fund flows and allocations data to the pandemic, China, the US election, the continued demand for greener investing and more. As we position our sights on the year ahead, we discuss the outlook for ESG, Emerging Markets and Japan.

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.14.20

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.14.20

The week ahead will be headlined the Federal Reserve’s (Fed) December meeting announcement and Chairman Powell’s follow up press conference. The Fed statement and Powell’s comments will be widely watched, particularly in regard to the need for fiscal and monetary stimulus as COVID-19 cases surge and government mandated restrictions take place. Additionally, retail sales will be in the crosshairs of investors as we gather more information about the ever important holiday shopping season and how the pandemic shifted consumer spending habits. Finally, fresh data on the red-hot housing market will be released during the week...

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.07.20

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.07.20

Inflation, measured by the consumer price index, will be the headline release during the week ahead, as expectations are for inflation to rise over the next five years, however, inflation looks to remain muted in the near term. Additionally, after falling to 76.9 in November, consumer sentiment will be widely watched next week as we get another glimpse of the consumer’s psyche as COVID-19 cases spike...

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.07.20

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 12.07.20

Inflation, measured by the consumer price index, will be the headline release during the week ahead, as expectations are for inflation to rise over the next five years, however, inflation looks to remain muted in the near term. Additionally, after falling to 76.9 in November, consumer sentiment will be widely watched next week as we get another glimpse of the consumer’s psyche as COVID-19 cases spike...

Topic Industry News

Zephyr Portfolio Analytics, PSN Separately Ma...

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 11.23.20

Ryan's Weekly Recap

Despite being shortened due to Thanksgiving, the trading week is not light on economic data releases. A couple that I will be watching closely will be durable goods orders and consumer spending. Businesses and individuals have displayed optimism by increasing their purchases of big-ticket items since the peak of the pandemic in March. We find out if this spending continued in October, despite a surge in coronavirus cases. Finally, we will get additional data on the red-hot housing market which seems likely to continue its strength due to historically low mortgage rates...

Topic Industry News

IGM Credit, IGM FX and Rates

The Context 11.23.20

The Context

Read more from The Context and subscribe to have it delivered to your inbox each week!

Topic Industry News