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Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 04.12.21

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 04.12.21

The week ahead will be a busy week for economic data, but it also marks the beginning of the Q1 corporate earnings season. Inflation has been a highly anticipated economic data release during the past few months, and it will be again during the week ahead. Despite the growing angst and rising prices in pockets of the the economy, like producer prices, headline inflation has remained muted. We will see if some of the higher prices in segments of the economy start to trickle through to the broader headline inflation number when the CPI is released. Q1 earnings season kicks off with blue chip financials reporting during the week ahead. Investor enthusiasm and expectations are high, so it will be important for companies to release solid earnings and forward guidance...

Topic Industry News

EPFR - fund flow & allocations data

EPFR's 2021 Q1 wrap - Reflation, Inflation & Volatility

IGM Playbook Strategies

The first quarter of 2021 saw the global reflation vs. inflation story develop. February brought with it a record number of flows into equity funds and as we move through March, our research team continues to compile EPFR-tracked fund flows and allocations data to ascertain whether global reflation will trigger higher-than-expected inflation. During our webinar, our panel of experts recap the data analysis of Q1 2021, and conclude with insight into our most recent ‘volatility’ indicator – which assesses the speed of rotation across - asset classes, countries, sectors, FX currencies, long and short bond duration and, SRI/ESG. - suggesting that volatility is indeed picking up. They also offer their thoughts on the market rebound vs. recovery conundrum– which we believe will gain momentum over the next few months.

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.29.21

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 02.01.21

The manufacturing sector cannot catch a break, first it was a trade war, next came the pandemic, now it is dealing with broken supply chains that have thwarted production. During the week ahead we will get more insights on the manufacturing sector and the psyche of managers when the Markit PMI and ISM manufacturing surveys are released. Additionally, the March jobs report will be released on Friday and will be widely watched as vaccinations ramp up and business’ transition to “normal” operations. The belief is that we are a long ways from full employment, so a beat on the upside could surprise many...

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.22.21

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.22.21

All eyes have been and will continue to be on the inflation front, which will be the headline data release during the week ahead. The Federal Reserve said they expect inflation (PCE) to rise temporarily to 2.4% by the end of this year while keeping their key short-term benchmark interest rates near zero. This has caused an increase in the fear that inflation will become more of an issue in the minds of investors, as Treasury yields continue to climb higher...

Topic Industry News

EPFR - fund flow & allocations data

Q1 ChartBook

Chartbook

The EPFR Chartbook is our single report comprising of numerical and qualitative snapshots of the major fund groups tracked by EPFR. Flows are illustrated over several timescales with charts and statistical tables, and the pages are annotated with analysis of key factors driving current flow trends.

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.15.21

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.15.21

After riling markets last week due to not providing enough specifics around Federal Reserve (Fed) actions to curtail a spike in Treasury yields, Fed Chairman Powell has a chance to calm markets during the week ahead. Next week’s FOMC meeting will be the primary focus for investors following Powell’s statements last week that left investors wanting more details. Investors will be focused on any signs that the Fed may signal earlier-than expected rate hikes as yields rise and expectations for a strong economic recovery grow...

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.08.21

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.08.21

Inflation expectations have been on the rise, evidenced by the steep climb in 10-year Treasury yields. We have also seen an increase in input prices during recent economic data releases. During the week ahead we will find out if investor concerns over rising inflation is warranted as the Consumer Price Index is released on Wednesday...

Topic Industry News

Zephyr Portfolio Analytics

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.01.21

Ryan Nauman's Weekly Recap: COVID-19 Market Edition 03.01.21

The Federal Reserve (Fed) continues to stand by its accommodative policies by stressing that the labor market remains well below pre-pandemic levels with some 10 million people remaining jobless. The February jobs report will be released on Friday and it will be widely watched as it remains the weakest part of the U.S. economy and one of the primary drivers behind the dovish Fed. Will a stronger than expected report push Treasury yields higher, while placing additional pressure on stocks due to concerns that inflation will be here sooner than expected and force the Fed’s hand? Or will we continue to see a labor market that is well below its natural levels?

Topic Industry News