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CITI: All This Talk About A 'Great Rotation' In 2013 Is Bunk
Citi's Tobias Levkovich is one of the more bullish strategists on the Street when it comes to where the stock market is headed from here. In fact, he thinks we're on the verge of a big, secular bull...
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ROSENBERG: Be Careful—The 'Great Rotation' Could Send Stocks In The Wrong...
Gluskin Sheff economist David Rosenberg is known for his bearish views, and he's not afraid of an epic sell-off in the bond market anytime soon, even though the idea is beginning to play pretty...
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The FOMC Announces Its Latest Policy Decision This Afternoon—Here's What's At...
Today, at 2:15 PM ET, the Federal Open Market Committee releases its latest decision on monetary policy.The release of the FOMC's December meeting minutes in early January surprised observers by...
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Here's What Three Big Asset Managers Are Saying About The 'Great Rotation'...
Three big asset managers reported earnings yesterday: T. Rowe Price, Waddell & Reed, and Affiliated Managers Group.These are the companies that run the big equity funds we hear about in the context...
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CITI: This Big Thrust Into Stocks Is Probably Just Seasonal, And That Means A...
The month of January has been pretty interesting for market observers.While it's been a slow grind higher on the S&P 500, nearly every day inching closer to all-time highs, flows into equity funds...
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Anyone Hoping For A 'Great Rotation' Into Stocks Must See These Three Charts
The great debate over the "Great Rotation" continues to evolve on Wall Street.Today, Gerard Minack, Head of Global Developed Markets at Morgan Stanley, picked apart the thesis in his Downunder Daily...
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We Just Witnessed Another Historic Week For People Investing In Mutual Funds
Flows into equity funds were stunning in the first three weeks of January, and the final week was no exception.This past week, total equity inflows were $18.8 billion, the third-largest on record,...
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EL-ERIAN: This 'Great Rotation' Is Actually Money Falling Off Of The...
Flows into equities this month have been breaking all kinds of records, and they've spurred a lot of chatter about a "Great Rotation" out of fixed income funds and into equity funds as stocks climb...
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Speculation Of A 'Great Rotation' Is Premature
The S&P 500 Index closed above 1500 for the first time since 2007 on Friday, January 25, 2013, after rising for eight days in a row—the longest streak of daily gains since a nine-day run ended in...
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BOND GOD: The World Is Changing, And Bonds Are The Most Overbought I've Seen...
For years, investors have watched in disbelief as the 30-year bull market in fixed-income assets has raged on, leaving bears in the dust.The bond skeptics are having another moment, as talk grows of a...
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REPORT: UBS Is Going To Send A Letter That Could Scare The Heck Out Of...
It really looks like the investment industry is trying to get investors to participate in this "great rotation" from bonds to equities.According to Charlie Gasparino (via Josh Brown) some clients of...
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It Looks Like The 'Great Rotation' Was Just A Great Big Misunderstanding
January was a historic month for flows into equity mutual funds – at $56.8 billion – and many are still trying to make sense of what exactly happened.Many have argued that this was reflective of a...
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Rising Rates Could Create A Disorderly Bond Market Sell-Off Unlike Anything...
The Wall Street consensus is that Treasury yields are headed higher in 2013. That's big news because it could mark the end of a three-decade bull market in bonds.Strategists expect those higher yields...
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Two Stats You Should Consider Before Talking About This So-Called 'Great...
The jump in Lipper’s weekly equity mutual funds inflows since the start of the year has sparked some chatter about a "great rotation" out of bonds and into stocks.January is historically a strong month...
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There's Going To Be A 'Brutal Reallocation Of Risk'
Société Générale FX strategist Sebastien Galy thinks the second half of 2013 will be very interesting for markets.In a note titled "Asset rotation or something more sinister? Pre-Lehman vs now," Galy...
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The 'Great Rotation' Won't Help Stocks As Much As You Think
Reports indicating that Americans have invested more in equity funds here in 2013 than they did all last year have given rise to talk of the "Great Rotation". The idea is that Americans are selling...
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Investors Yanked Billions Out Of US Stocks This Week
January's historic fund flows may finally be starting to reverse.This week, flows into equity mutual funds and ETFs around the world continued – but not in the United States.Funds invested in U.S....
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SocGen: This Will Be A Breakout Year For The US Economy, And A Watershed...
Analysts at French bank Societe Generale have a big report out titled "The Return Of Yield: Preparing For Rising Long Term Rates."The theme is very great-rotation-y in that they argue that the economy...
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'Invisible Buyers' Are Propping Up The Stock Market
The year started off with a lot of talk about a "great rotation" of assets out of bonds and into stocks. The theory was that this shift in everyone's portfolios would cause enormous upward pressure in...
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BofA: The Great Rotation We Almost Saw In The First Quarter Really 'Ended...
Back in January, amid record, multi-billion dollar inflows into equity mutual funds and talk of the beginning of a "Great Rotation" out of bonds and into stocks, BofA Merrill Lynch analysts noted that,...
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