Topic

Macro Economy

A collection of 26 posts

Weekly Brief

Sentiment Sours

Consumers are concerned | Investors are worried | Diversification is working

| 4 min read
IVA Research

Taking Stock of Treasurys

MAILBAG | Are Treasurys still safe? In a word, yes.

| 4 min read
Weekly Brief

When Good News is Bad: Unemployment, Inflation, and Market Reactions

A strong unemployment report | Inflation nears 3% | Bitcoin one year later | Vanguard plans to launch Short Duration Bond ETF | Manager changes

| 5 min read
IVA Research

Politics, Policies, and Portfolio Decisions

MAILBAG — Investing in a politically-charged environment.

| 5 min read
Weekly Brief

Investing Beyond Politics

Donald Trump wins the election | The markets and economy are bigger than the President | Bad margin request | IVA website update

| 8 min read
Weekly Brief

Navigating the Noise: The Economy, the Election, and the Fed’s Next Move

Take a breath | The economy grew 0.7% in the third quarter | Money market yields | Vanguard pushes margin loans while shuttering its legacy mutual fund platform

| 5 min read