News
Pimco Launches a New Inflation-Linked ETF
1+ hour, 38+ min ago (233+ words) Date: 27 Apr 2026 " 04: 05 Author: Funds Society, Madrid Pimco has expanded its exchange-traded fund offering with the launch of the new PIMCO Inflation PLUS Active ETF (PCPI). It aims to offer investors concerned about rising inflation more direct protection, lower volatility, and…...
When Oil Shocks Drain Liquidity: What It Means for Portfolios
4+ day, 21+ hour ago (377+ words) Date: 22 Apr 2026 " 08: 00 For decades, investors could rely on a familiar pattern. When oil prices surged, liquidity followed. Petrodollars flowed back into global markets, softening the blow and helping risk assets find their footing. That relationship has changed. Today, energy shocks…...
The Long Road of the Fed and Jerome Powell Until the End of His Term in May 2026
1+ week, 6+ day ago (527+ words) Date: 01 May 2025 " 01: 00 In his address, Powell emphasized that the U. S. economy remains in a solid position, though he acknowledged that it faces downside risks due to uncertainty generated by trade policies, especially the new tariffs imposed by the Trump administration. Beyond…...
1 in 4 U. S. Workers is Functionally Unemployed
1+ week, 2+ day ago (294+ words) Date: 01 Jul 2025 " 01: 42 Author: Funds Society, Miami Nearly 25% of American workers are now considered functionally unemployed, according to the May True Rate of Unemployment (TRU) report from the Ludwig Institute for Shared Economic Prosperity. The rate rose to 24. 3%, up from 24. 2% in…...
US job data raises concerns
8+ mon, 3+ week ago (205+ words) Date: 04 Aug 2025 " 19: 24 Trade negotiations, corporate earnings, employment data, GDP, inflation, and interest rates: the market is starting to find anchors, but shadows and doubts are also emerging regarding the reliability of official figures. Donovan believes that, globally, economic data has…...
US fiscal deficit with no ceiling
1+ week, 5+ day ago (702+ words) Date: 18 Sep 2025 " 23: 23 In August, Tariff Revenues Reached a New Monthly Record in the U. S. of $30 Billion, Rising Nearly 300% Compared to the Same Month Last Year. However, they were overshadowed by the fiscal deficit figure, which amounted to $345 billion for the month....
Three Forces, One Destination: The Complexity of Today's Fixed Income
1+ week, 3+ day ago (748+ words) Date: 16 Apr 2026 " 19: 49 Global fixed income is going through an extraordinary period due to the simultaneity of reinforcing factors: an energy shock that has yet to stabilize, stickier-than-expected inflation, and private credit that has grown faster than the system can absorb....
Super Peso and the World: Short-Term Lull with Future Uncertainties
1+ week, 4+ day ago (502+ words) Date: 15 Apr 2026 " 19: 50 Author: Funds Society, Mexico The 2026 FIFA World Cup may influence the dynamics of the peso'dollar exchange rate through various macro-financial and microstructural channels; it is highly likely that for a month the Mexican currency will be immersed in…...
Gold, Currency Hedging, and Risks: What Has Changed?
1+ mon, 1+ day ago (319+ words) Date: 25 Mar 2026 " 14: 30 Author: Funds Society, Madrid Undoubtedly, when discussing safe-haven assets, gold is first on investors" list, as it is perceived as a clear hedge against inflation. However, according to the UBS report, the relationship between gold and inflation is…...
What Are Markets Pricing In and What Are They Saying About the Conflict with Iran?
1+ mon, 3+ day ago (241+ words) Date: 23 Mar 2026 " 17: 19 According to the survey, optimism about global growth falls to a net 7% from 39%, inflation expectations rise to a net 45% from 9%, and optimism about rate cuts is at its lowest since February 2023. "But no one is considering a recession;…...