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Container shipping rates from Asia to the U.S. and Europe increased to new record levels over the past week

00:01 - 16/07/21

Investors have grown much less bullish on growth, profits & yield curve steepening, have big longs in tech stocks and have lower expectations for U.S. fiscal spending: BofA July fund manager survey.

Value is losing some luster as a drop in Treasury yields combined with the fast spread of a coronavirus variant has prompted investors to rethink the reflation trade

The Treasury yield curve flattened Tuesday as an above-forecast June consumer-price reading emboldened traders to bet that the Fed will tighten policy in early 2023

History shows a 60/40 allocation to stocks and bonds could be improved by some exposure to Bitcoin, despite the risks