Trade uncertainty is now showing up in our economy as seen in LEIs and we are also watching wage growth after the March reports. Plus, we share a chart of bond yields across the world with some trend updates on factor investing and High Yield ETFs.
1. This is what the markets have been watching... and the fear is the FED will go too far, too fast with its rate increases.
Source: WSJ Daily Shot; As of 4/9/18
2. Trade war worries are already showing up in the Economic Cycle Research Institute's LEIs.
Source: WSJ Daily Shot; As of 4/5/18
With all the speculation and coverage on tariffs, do you have a primer on them? Plus, care to gain a deeper understanding on their history and two potential solutions to the current issue? 
.
3. More fallout from the trade war fears.
Source: WSJ Daily Shot; As of 4/5/18
4. Some good perspective on global interest rates.
Source: WSJ Daily Shot; As of 4/9/18
5. After all we've been through...
Source: Thechartstore.com; As of 4/6/18
6. Some historical perspective on short term rates.
Source: Thechartstore.com; As of 4/6/18
7. Given the return of "normal" (higher) volatility, one might think that minimum volatility should have outperformed...
Source: SSGA; As of 3/31/18
8. Has the smart money already exited the junk bond arena?
Source: SSGA; As of 3/31/18
For even more market highlights, be sure to check out our market commentary for the first quarter of 2018.
Disclosure: The charts and info-graphics contained in this blog are typically based on data obtained from 3rd parties and are believed to be accurate. The commentary included is the opinion of the author and subject to change at any time. Any reference to specific securities or investments are for illustrative purposes only and are not intended as investment advice nor are a recommendation to take any action. Individual securities mentioned may be held in client accounts.
