There are many factors to consider for choosing how to weight stocks and bonds in an investment portfolio and relative yield is on the short list. By that standard, the recent surge in the 10-Year Treasury yield vs. the dividend payout rate for US equities (S&P 500) looks attractive, at least compared to recent history.
Daily Archives: June 16, 2023
Macro Briefing: 16 June 2023
* US Secretary of State Blinken flying to Beijing for high-stakes diplomacy
* Is it a bull market again? Maybe, but there are still risks to consider
* China economic recovery is stalling, recent indicators suggest
* Beijing planning major steps to revive the country’s sluggish economy
* BlackRock is applying to launch a spot bitcoin ETF
* US Industrial production fell in May, but manufacturing component edged higher
* US import prices fell in May, helping ease inflation pressure
* NY Fed and Philly Fed mfg indexes mixed for June with signs of optimism
* US retail sales beat expectations and rise for second month in May:
