Investor Alert



7:31 a.m. Feb. 19, 2021 - By Sunny Oh
30-year 'real' yield turns positive, pointing to specter of higher borrowing costsThe 30-year yield for a Treasury inflation-protected security turned positive for the first time since last June on Friday, a sign that investors are anticipating a tightening of financial conditions as the economy recovers. Negative real, or inflation-adjusted, yields were seen as a result of the Federal Reserve's accommodative monetary policy. Higher real yields therefore speak to concerns the economy may face rising borrowing costs at a time when the pandemic is continuing to hamper growth and afflict the finances of households.
12:09 p.m. Oct. 13, 2020 - By Brian Kraus
This is how to build a portfolio strong enough to handle any uncertainty about the economy and the election Use this time now to review your investment goals, expenses and philosophyUse this time now to review your investment goals, expenses and philosophy.
1:24 p.m. Oct. 1, 2020 - By Mark DeCambre
New York City's $38.7 billion debt gets a downgrade by Moody's as it faces 'lasting economic economic consequences' from pandemicCredit-rating agency Moody's Investors Service on Thursday downgraded New York City's debt one notch, citing "substantial financial challenges," faced by the metropolis amid the worst pandemic in more than a century. COVID-19 has delivered a socially distant gut punch to the city teeming with some 19 million people. Moody's downgraded the Big Apple's $38.7 billion in general obligation bonds to Aa2 from Aa1, the equivalent of a move in competitor ratings firm Standard & Poor's of a fall to AA from AA+, or two notches below the pristine triple-A rating. Moody's said that it believes that the city is on a "longer recovery path than most other major cities." The agency also said that the city may face "lasting economic consequences" and require "significant fiscal adjustments." The Moody's report comes after an article from the earlier this week said that the coming crisis from the coronavirus pandemic may rival a fiscal calamity that the city faced in the 1970s."We're on the verge of a tragedy," Richard Ravitch, a former state official who helped engineer the rescue of New York City's finances in the 1970s was quoted as saying to the paper.
9:48 a.m. Sept. 18, 2020 - By Jonathan Burton
Billionaire investor Ray Dalio on capitalism’s crisis: The world is going to change ‘in shocking ways’ in the next five years Veteran hedge-fund manager says capitalists don’t divide the economic pie well, so the system isn’t working effectively for allVeteran hedge-fund manager says capitalists don’t divide the economic pie well, so the system isn’t working effectively for all.
1:55 p.m. Sept. 8, 2020 - By John C. Colwell
Why bankruptcy must be an option for homeowners and small businesses to survive this COVID-19 recession U.S. Bankruptcy Code should be overhauled to protect families and savingsThe U.S. Bankruptcy Code should be overhauled to protect families and savings.
7:25 a.m. Aug. 24, 2020 - By Michael Nathanson
Gen Z is starting to make their own money — so pay attention to how they’re spending and investing it These young Americans are smart, savvy and socially responsibleThese young Americans are smart, savvy and socially responsible.
8:40 a.m. Aug. 10, 2020 - By Mark Hulbert
Here are your odds that stocks will outperform bonds over the next 20 years This head-turning research upends traditional portfolio allocation adviceThis head-turning research upends traditional portfolio allocation advice, writes Mark Hulbert.
6:28 a.m. July 31, 2020 - By Jeffry Bartash
Consumer sentiment falls in late July as coronavirus cases rise and federal aid gets set to expire U.S. consumer sentiment index slips to 72.5, back near pandemic lowAmericans grew more worried about the economy toward the end of July after a fresh outbreak of coronavirus cases chipped away at the recovery and cast doubt on how quickly the U.S. will rebound from the worst health-care crisis in a century.
2:10 p.m. July 30, 2020 - By Joy Wiltermuth
Congress risks creating a ‘recipe for disaster,’ if more pandemic aid isn’t delivered quickly to consumers, warn bond investors U.S. consumer credit delinquencies rising as economic recovery falters U.S. stocks still paint a pretty rosy picture of the future, despite a record 32% drop in GDP for the second quarter. But bond investors warn of more economic pain to come if Congress fails to provide more pandemic aid to consumers.
5:27 a.m. July 16, 2020 - By Jeffry Bartash
U.S. retail sales jump 7.5% in June, but fresh coronavirus outbreak poses new hurdle Rebound in retail sales could fizzle out if coronavirus isn’t containedSales at U.S. retailers posted a big increase in June for the second month in a row, but a surge in coronavirus cases that’s led to more restrictions on business threatens to sap the momentum of the economic recovery. Retail sales climbed 7.5% last month.
10:05 a.m. June 24, 2020 - By Andrea Riquier
Canadian ETFs lose ground as Fitch cuts sovereign ratingExchange-traded funds made up of Canadian securities slumped Wednesday in the wake of a sovereign debt downgrade. Fitch Ratings on Wednesday cut the country's rating to AA+ from AAA, citing "deterioration of Canada's public finances in 2020 resulting from the coronavirus pandemic." The ratings agency noted that Canada will run a much larger general government deficit in 2020 and emerge from recession with much higher public debt ratios. The iShares MSCI Canada ETF was 2.2% lower in the early afternoon, as was the JPMorgan BetaBuilders Canada ETF .
4:21 a.m. June 19, 2020 - By Howard Gold
A warning to muni bond investors: Coronavirus recession will decimate state finances ‘Defund the police?’ More like ‘defund everything’“Defund the police”? More like “defund everything.”
4:38 a.m. June 13, 2020 - By Satyajit Das
Government’s cure for the coronavirus recession is worse for the global economy than the disease Heavy debt and slow economic growth threaten stocks, bonds and currenciesHeavy debt and slow economic growth threaten stocks, bonds and currencies, writes Satyajit Das.
8:09 a.m. June 5, 2020 - By Sanjib Saha
The magic formula for financial freedom The path to early retirement isn’t a quick buck or a lucky windfallThe path to early retirement isn’t a quick buck or a lucky windfall
10:26 a.m. May 15, 2020 - By Jeffry Bartash
Bottoming out? U.S. consumer sentiment improves in May as households buoyed by massive federal aid Consumers still hopeful that economic recovery will begin soonAfter a two-month freefall, American consumer sentiment improved slightly in early May as some states began to reopen their economies and the spread of the coronavirus slowed, a closely followed survey showed.
12:32 p.m. May 6, 2020 - By Sunny Oh
This ‘sticking point’ is holding back the Fed from hoovering up corporate debt Fed has yet to offer details on how businesses will prove they are eligible for the central bank’s corporate bond-buying programThe Federal Reserve’s lack of details on what it would take for companies to certify they were eligible for assistance could be snarling its plans to buy corporate bonds in the coming weeks.
10:46 a.m. May 4, 2020 - By Satyajit Das
Coronavirus is crushing emerging markets. Why the rest of the world will pay a price Essential goods and raw materials to become scarcer, while demand for finished goods declinesEssential goods and raw materials to become scarcer post-pandemic, while demand for finished goods declines, writes Satyajit Das.
10:15 a.m. May 1, 2020 - By Mark Hulbert
Making sense of the turmoil in the muni market Are munis now more attractive than comparable corporates or Treasurys?Are munis now more attractive than comparable corporates or Treasurys?
11:13 a.m. April 30, 2020 - By Sunny Oh
Europe’s bickering over coronavirus bill spills over into Italian bond market Borrowing costs for Italy remain elevatedWild swings in Italian government bond markets is bringing back worries that weaker members of the eurozone will be unable to bear the fiscal hit from the pandemic.
10:21 a.m. April 28, 2020 - By Michael D. Tubbs
Americans need more than a $1,200 check. A guaranteed basic income is the stimulus we deserve Stockton, Calif. Mayor Tubbs: ‘I know basic income is right for the moment because I’ve tried it’ Unconditional cash gives people greater control over their finances and their lives, writes Stockton, Calif. Mayor Michael D. Tubbs
4:30 p.m. April 27, 2020 - By Sunny Oh
Here’s why oil majors may struggle to find bargains in the shale patch Each driller, every oil well, has its own economics, which hinge on future crude prices Oil prices are a wild-card, says Bryant Dieffenbacher, a high-yield credit analyst at Franklin Templeton, about why hard-hit energy industry likely won’t see a wave of consolidation.
11:29 a.m. April 25, 2020 - By Robert C. Pozen
The Fed should not be bailing out the underfunded pensions of cities and states Expand the purchase of Main Street loans; limit the purchase of government loansExpand the purchase of Main Street loans; limit the purchase of government loans, writes Robert C. Pozen.
5:48 a.m. April 25, 2020 - By Jonathan Nicholson
Fear of moral hazard is imperiling federal aid to cash-strapped states Congressional Republicans think assistance will reward states who with underfunded pension plansMoral hazard is always a concern when fighting economic and financial crises. This time its imperiling federal aid to cash strapped states
12:29 p.m. April 24, 2020 - By Sunny Oh
Italy avoids downgrade into junk, as S&P affirms its credit rating at BBBS&P Global Ratings said it did not downgrade Italy's credit rating, keeping it at BBB, a relief to bondholders who were largely expecting S&P to cut the country's credit rating to below investment-grade, or "junk" status. A BBB rating is two notches above junk. S&P, however, said it could lower Italy's credit rating if its public debt levels failed to move towards a clearly discernible downward path over the next three years. The COVID-19 pandemic has forced countries across the eurozone to impose punishing lockdowns, shriveling up tax revenues. At the same time, Rome has launched stimulus policies that are likely to strain the public finances of the country with the second highest levels of public debt in the eurozone. The 10-year Italian government bond yield fell around 13 basis points to 1.86%. Bond prices move in the opposite direction of yields.
11:39 a.m. April 21, 2020 - By Sunny Oh
Crude oil plunge challenges renewed faith in ‘junk’ bonds Energy comprises 12% of the overall U.S. junk bond marketThe plunge in energy prices could expose the frailty of a rebound among bonds sold by the most indebted companies in the U.S.
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