- What’s Next for the Dollar & Currencies?
Has the tide turned, or is it just taking a breather?
by Axel Merk In anticipation of higher U.S. rates and lower rates elsewhere, the greenback had enjoyed a dramatic rally. Has the tide turned, or is the dollar merely taking a breather? read more
- Institutional Asset Owners Begin 2015 with Solid Returns
Strong dollar, weak oil... amid volatilityInstitutional asset owners gained a median 2.3 percent in the first quarter of 2015, according to Northern Trust Universe data. This compares to a median gain of 2 percent in the prior year. read more
- First Look at Q1 Economic Growth
Strong dollar, weak global demand linger- though the picture is incompleteMarkets fell last week as investors digested lukewarm economic data and considered future economic growth prospects. read more
- Declining Liquidity In The Most Liquid Markets?
Even these have been affected by Post-Crisis regulations
by Ron D’Vari, CEO, & Timioth Bernstein, Analyst, NewOak It is well known that fixed income liquidity and trading volumes have declined since the credit crisis. However, it is particularly disconcerting that the stringent post-crisis regulatory regime has significantly affected even the most liquid markets, including Treasuries and agency mortgage-backed securities (MBS). read more
- Low Mortgage Rates Boost Refinance Activity in the First Quarter
Refinance activity accounted for 63% of all originationsFreddie Mac (OTCQB: FMCC) today released the results of its quarterly refinance analysis for the first quarter of this year, showing that borrowers took advantage of better than expected mortgage rates to lower their monthly mortgage payment and shorten their loan term as refinance activity accounted for 63 percent of all single-family originations. read more
- Surging US Dollar Threatens Economic Outlook
No currency war toay, but there are fissures that bear watchingMoody’s Analytics, a leading provider of economic forecasts, says that the recent slowdown in the US economy is only temporary, but the surging dollar will become a major drag on the nation’s growth. read more
- Some Parents Would Rather Discuss Facts of Life Than Finances With Kids
How to help help start and continue conversations about money or personal financesA study released today by BMO Harris Bank shows that most Illinois parents would rather have "the talk" with their kids than discuss finances. read more
- Affluent Investors More Concerned With Making It Through Retirement Than Leaving a Legacy
Majority who have met with a financial advisor first did so before the age of 45Having adequate retirement savings is the top priority even among affluent investors, according to a new TIAA-CREF survey released today. Fifty percent of affluent investors – those with at least $250,000 in investable assets – say their most important investment goal is to generate income in retirement, and 41 percent say their top goal is to accumulate savings for retirement. read more
- More Than 1 Million People Increase Savings Rate
Account Balances Reach Record HighFollowing is the Q1 2015 retirement savings analysis from Fidelity Investments, the nation’s retirement leader.1 The analysis includes highlights of 401(k) plans, Individual Retirement Accounts (IRAs) and small business retirement plans read more
- MetLife’s Living Will Battle
Inside the world of the 'systemically important'
by Timothy Bernstein, Analyst, and Ron D'Vari, CEO, NewOak On March 26, regulators from the Federal Reserve and the Federal Deposit Insurance Corporation (FDIC) voted to grant insurance giant MetLife a six-month extension to submit a resolution and recovery plan (commonly known as a “living will”) that outlines the firm’s strategy to ensure that its potential failure does not cause broader damage to the economy. read more
- Affluent Investor Confidence Index at Twelve-Month Low
Employment, spending & geo-pilitics forcing many to the sidelines Market volatility and economic factors drove a four-point decline in the March Spectrem Affluent Investor Confidence Index (SAICI®) to 4, its lowest reading in a year, Spectrem Group announced today. read more
- Consumers Value Relationships with Financial Institutions, Yet Feel Distant
Study: Convenience and Speed Are Top Benefits of Digital Experience;Of the 82 percent of people who access financial digital interfaces (websites or mobile apps), 67 percent say having a relationship with their financial institutions is important or very important. read more
People Are Still Concerned About Security
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