Macro Economy

A collection of 12 posts

Weekly Brief

Better Than Expected

GDP grew by 0.6% in Q2 | Earnings are flat | The Dow (plus dividends) hit a record | Fitch downgrades the U.S. | Cash Deposit and Cash Plus Account yield update | Vanguard delays manager change | Hong steps away from High-Yield Corporate

| 5 min read
IVA Research

Noisy Inflation

After hitting a 40-year high, inflation has cooled dramatically. Where does inflation go from here, and what does it mean for investors?

| 13 min read
Weekly Brief

Hitting the Inflation Bullseye

Is Microsoft a value stock? | Final inflation check-in | Does the NZAM alliance violate antitrust law? | Vanguard Charitable expands its lineup | Vanguard’s tech woes continue

| 8 min read
Weekly Brief

To Coup, Or Not to Coup

One-year returns on the rise | Where did the recession go? | A non-coup in Russia | Unknown requirements to lend your stocks

| 4 min read
IVA Research

Fleeting Flight to Safety

Investors sought safety back in 2011 when U.S. Treasury bonds were downgraded from AAA to AA by S&P. How are markets reacting this time around?

| 3 min read
IVA Research

Danger Ahead?

Looking at the debt ceiling (and potential default) as an investor, not a politician.

| 11 min read