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Fed- Bond Vigilantes Don't Want Talk. They Want Action.
MoneyShow5d agoneutral
Fed- Bond Vigilantes Don't Want Talk. They Want Action.

Federal Reserve officials just won't listen to us! We warned them that the economy didn't need the four cuts in the federal funds rate (FFR) at the end of 2024. The Bond Vigilantes agreed with us. Now, we conclude that the Fed has to raise short-term rates to lower long-term rates, writes Ed Yardeni, editor of Yardeni QuickTakes.

Brent Sullivan: Why 351 Exchange ETFs Are Now Everywhere
etf.com13d agoneutral
Brent Sullivan: Why 351 Exchange ETFs Are Now Everywhere

<p>Sensational, pearl-clutching headlines about the IRS tax shenanigans and risk of 351 exchanges dominate most media coverage of this increasingly popular form of ETF conversion. While the risk of bad actors is real, according to Tax Alpha Insider’s Brent Sullivan, it misses the actual question investors should be asking: is the created ETF even interesting? </p>

Everyone’s Launching an ETF… But Should They?
etf.com13d agoneutral
Everyone’s Launching an ETF… But Should They?

<p>There’s a practical smorgasbord of choices when it comes to launching ETFs these days, from mutual fund conversion, to share classes, to 351 exchanges and more. Brittany Christensen of Tidal offers an insider’s view on launch trends and challenges from one of today’s most prominent white label ETF platforms. </p>

Jamie Dimon Warns a Bond Market Reckoning Is Coming.
Barrons.com15d agoneutral
Jamie Dimon Warns a Bond Market Reckoning Is Coming.

JPMorgan CEO Jamie Dimon, one of Wall Street’s most venerated leaders and a man once on the shortlist of names to become Treasury Secretary, offered some straight talk on the value of U.S. debt and the impact of deficit spending this week. Dimon, who at the age of 70 is nearing the end of his two decade tenure at the helm of the world’s biggest bank but remains the market’s central conscience, told Wilfred Frost’s Master Investor Podcast that he wouldn’t be a buyer of At least not at current levels. Dimon said the government can handle the issue one of two ways, either through a bipartisan effort similar to the Simpson-Bowles Commission of 2010, proposed by President Barack Obama and led by Republican Congressman Paul Ryan, or “waiting for it to become a problem.”

ETF Share Class: Everyone’s Filing but No One’s Launching
etf.com21d agoneutral
ETF Share Class: Everyone’s Filing but No One’s Launching

<p>ETF share class uptake remains slow, despite a plethora of filings. While part of the issue comes down to incomplete plumbing, could mutual fund history predict what’s really in store for ETFs? Morningstar’s Ben Johnson weighs in on the current state of play for the ETF share class. </p>

The Retirement Budget Most People Build Is Backward
24/7 Wall St.25d agoneutral
The Retirement Budget Most People Build Is Backward

Most retirement budgets start with the wrong question. The instinct is to ask, “What yield do I need so the nest egg covers the bills?” Higher yield shrinks the required capital, so the math seduces you toward 8%, 10%, or 12% strategies. Punch in the numbers, write down the smaller portfolio target, and breathe easier. ... The Retirement Budget Most People Build Is Backward

TLT vs. IEF: How Much Treasury Rate Risk Should You Actually Take?
24/7 Wall St.26d agoneutral
TLT vs. IEF: How Much Treasury Rate Risk Should You Actually Take?

The choice between iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) and iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) looks trivial on paper. Both hold only U.S. Treasuries, both charge 0.15%, and both pay monthly. Yet since the start of 2022, TLT has lost 31.16% while IEF has slipped just 5.53%. That gap comes down to ... TLT vs. IEF: How Much Treasury Rate Risk Should You Actually Take?

$2 Trillion By Year’s End? A Wild First Half Look Back in ETFs
etf.com29d agoneutral
$2 Trillion By Year’s End? A Wild First Half Look Back in ETFs

<p>It’s been a wild ride in markets and ETFs so far this year, with the industry smashing through the $1 trillion mark in June and well on its way to $2 trillion by year’s end. The ETF Zoo crew this week breaks down the hot trends in the first half, the winners that surprised us and those that flopped, as well as regulatory happenings and more. </p>

USFR Delivered 20% Returns Where TLT Lost 28%: Here’s the Catch
24/7 Wall St.33d agoneutral
USFR Delivered 20% Returns Where TLT Lost 28%: Here’s the Catch

Retirees who watched intermediate bond funds bleed principal during the 2022 to 2023 rate shock have spent the last few years hunting for fixed income that pays monthly without the duration trap. WisdomTree Floating Rate Treasury Fund (NYSEARCA:USFR) was built for exactly that problem. The fund holds floating-rate Treasury notes whose coupons reset weekly against ... USFR Delivered 20% Returns Where TLT Lost 28%: Here’s the Catch

This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?
24/7 Wall St.34d agobullish
This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?

The pitch for iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (BATS:TLTW) is seductive in a jittery economy. You collect a distribution rate of 11.7% while sitting on long-dated Treasuries that are supposed to rally the moment the Fed panics and starts cutting. Two things you get paid to wait for, one ticker. TLTW bolts ... This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?