Vantage Point

Giving you the latest view of the news and markets

What’s in the news shows the top ten most mentioned themes relevant to financial markets in order of their ranking at the date shown. The bar height shows the frequency of the coverage of each theme in the news for each of the last 13 weeks, with the furthest right bar representing the most recent ranking. The colour of the … read more

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A contrarian indicator

NFIB Small Business Optimism Index

Because of the importance of small businesses to the job-creation and growth dynamics of the US economy, investors often consider current small-business sentiment as a proxy for where the market should reside. In reality, a low level of small-business optimism has signaled a favorable market environment for investors. Conversely, high levels of optimism, as witnessed in the 2005-to-2007 time period, should raise investors’ caution. Current weak sentiment supports a constructive view for US equities.

Dave Daglio, The Boston Company Asset Management

Because of the importance of small businesses to the job-creation and growth dynamics of the US economy, investors often consider current small-business sentiment as a proxy for where the market should reside. In reality, a low level of small-business optimism has signaled a favorable market environment for investors. Conversely, high levels of optimism, as witnessed in the 2005-to-2007 time period, … read more

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Vantage Point

Giving you the latest view of the news and markets

What’s in the news shows the top ten most mentioned themes relevant to financial markets in order of their ranking at the date shown. The bar height shows the frequency of the coverage of each theme in the news for each of the last 13 weeks, with the furthest right bar representing the most recent ranking. The colour of the … read more

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Vantage Point

Giving you the latest view of the news and markets

What’s in the news shows the top ten most mentioned themes relevant to financial markets in order of their ranking at the date shown. The bar height shows the frequency of the coverage of each theme in the news for each of the last 13 weeks, with the furthest right bar representing the most recent ranking. The colour of the … read more

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Europe’s issues growing

European HY corporate bond issuance

Many issuers coming to the market have increased levels of leverage while issuing bonds with weaker covenants. These are the types of issues we prefer to stay away from. Longer-term, the growing number of poorer-quality deals coming to the market may have an impact on sentiment.

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Vantage Point

Giving you the latest view of the news and markets

What’s in the news shows the top ten most mentioned themes relevant to financial markets in order of their ranking at the date shown. The bar height shows the frequency of the coverage of each theme in the news for each of the last 13 weeks, with the furthest right bar representing the most recent ranking. The colour of the … read more

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