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☆ CNBC Daily Open: U.S. stocks little changed ahead of Big Tech earnings, McDonald's misses estimates
▼ + stars: | 2024-07-30 | by ( Kevin Lim | ) www.cnbc.com time to read: +2 min

CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Treasury yields slipped and U.S. oil prices fell amid increasing tensions between Israel and the Iran-backed militia Hezbollah in Lebanon. McDonald's missMcDonald's quarterly earnings and revenue fell short of analysts' expectations as same-store sales declined globally for the first time since 2020. The fast-food giant's second-quarter net income fell to $2.02 billion from $2.31 billion a year ago, while revenue was nearly flat at $6.49 billion. Bond investors benefit from price appreciation in a falling interest rate environment as bond prices and yields move inversely to each other.

Persons: McDonald's, iPhones, Max, Bitcoin, Donald Trump, Trump, Gary Gensler, Janus Henderson Organizations: CNBC, Big Tech, Nasdaq, Dow Jones Industrial, Treasury, Hezbollah, Apple, Apple Intelligence, Republican, Bitcoin Conference, Metrics, Securities, Exchange Locations: U.S, Israel, Iran, Lebanon

☆ Yields on cash are likely to drop. Put money to work here instead, Janus Henderson says
▼ + stars: | 2024-07-29 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

Investors who are camped out in cash are nabbing sweet yields, but the clock is ticking on that attractive income. Money market fund assets totaled $6.14 trillion as of the week ended July 24, according to the Investment Company Institute . The largest money market funds are offering an annualized 7-day current yield of 5.12%, per the Crane 100 Money Fund Index. "Investors must also remember that the liquid securities held in money market funds have maturities capped at slightly over a year," he said. While these short-term bonds may be an attractive alternative to hiding out in cash, investors should avoid making them the lion's share of their fixed income holdings.

Persons: Daniel Siluk, Janus Henderson, Matthew Mish, Siluk Organizations: Investment Company Institute, Federal, UBS, SEC, BBB, Treasury Bond ETF

☆ Millennials will inherit $90 trillion by 2034. 3 reasons they'll supercharge the ETF market, according to $4.3 trillion State Street.
▼ + stars: | 2024-07-22 | by ( Christine Ji | ) www.businessinsider.com time to read: +7 min

Namely, millennials invest in exchange-traded funds more than any generation before them, according to State Street Global Advisors' 2024 ETF Impact Survey. AdvertisementOverall, State Street, which manages $4.3 trillion in assets, found that boomers are doomers when it comes to the overall economic outlook. State Street Global AdvisorsMillennials across the world are also more likely than any other generation to hold ETFs in their portfolios. AdvertisementETFs also offer easy liquidity, especially when compared to the mutual funds that are popular with older demographics. Investors can't trade mutual funds intraday because trades are executed once a day after the 4 p.m. market close.

Persons: —, aren't, Scott Chronert, Chronert, millennials, Michael Arone, Vanguard Russell, Russell, That's Organizations: Service, Street Global Advisors, Business, State Street Global Advisors, Mutual, Citigroup, Bank of America, State, Trust, Vanguard, Nasdaq, Boomers, Bond, Bond Market, State Street, Galaxy Asset Management, Street Locations: Australia, Singapore, Japan

Best Investing Apps of 2024Top Investing Apps of 2024The best investment apps help you achieve wealth-building goals while diversifying your portfolio and providing the accessibility and convenience of mobile trading for the everyday investor. Here are the best investment apps available to traders, as chosen by Business Insider's editors in 2024. Best Investing App OverallE*TRADE is a one-stop shop for investing and the overall best app. Betterment reviewBest Investing App for MobileAs one of the best stock trading apps for beginners, Acorns Invest is the best investing app for mobile traders seeking automated trading strategies and customized ETF portfolios. Best Investment Apps FAQsWhat is the best app to start investing on?

Persons: you'll, Vanguard's, Wealthfront, you've, Charles Schwab, we've, Brian Fry, Charlotte Geletka, Kaysian Gordon Organizations: Business, Mobile, Finance, M1 Finance, M1, IRA, Vanguard, Stock Market ETF, Bond, Blackrock, Invest, Chevron, SoFi Invest, Fidelity, Apple

☆ If you’re grabbing tax-free income from this asset, you may be sacrificing yield
▼ + stars: | 2024-06-21 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Though municipal bonds generally offer income that's free of federal income taxes – and state taxes if the investor resides in the issuing state – they also come with lower yields compared to other bonds. When it comes to muni bonds, the higher your tax bracket, the more valuable the tax-free income is. A tax-conscious approach to fixed income You don't have to bulk up on municipal bonds to get the best yield for your tax scenario. Municipal bonds are good contenders in taxable brokerage accounts, where investors can benefit from their tax-free income. Some fund families offer "tax-aware strategies" either in mutual funds or ETFs, which can include some exposure to municipal bonds, as well as equities.

Persons: Wells Fargo, aren't, Nisha Patel, That's, Collin Martin, Michael Carbone, it's, Beth Foos Organizations: Wells, Wells Fargo Investment Institute, Federal Reserve, SEC, Bond, Corporate Bond, York Life Investments, Schwab Center, Financial Research, Morningstar Locations: Wells Fargo, Chelmsford , Massachusetts

☆ These new high yield bond funds are hitting the market as interest rates start to fall
▼ + stars: | 2024-06-18 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +4 min

The managers for the fund also helm the BlackRock High Yield mutual fund, which has a four-star rating from Morningstar and a yield of roughly 6.5%. Other recent launches include the John Hancock High Yield ETF (JHHY) , an Invesco BulletShares 2032 High Yield Corp. ETF (BSJW) , and the AB Short Duration High Yield ETF (SYFI) , which was a conversion from a mutual fund. The new products come as the next steps for high yield debt are unclear. High yield investors say that the sector is still on solid ground, at least for now. Four of the five biggest broad-based high yield bond ETFs have seen inflows over the past month, according to FactSet.

Persons: Jay Jacobs, John Hancock, Michael Schlembach, Schlembach, AJ Rivers, Rivers Organizations: Morningstar, BlackRock, John, Yield Corp, Treasury, Federal Reserve, Marathon Asset Management Locations: BlackRock, U.S

☆ With yields around 7%, fallen angel ETFs have outperformed — but come with risks
▼ + stars: | 2024-06-06 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

Just two exchange-traded funds invest in the space — iShares Fallen Angels USD Bond ETF (FALN) and VanEck Fallen Angel High Yield Bond ETF (ANGL). FALN 1Y mountain iShares Fallen Angels USD Bond ETF one-year performance The iShares Fallen Angels USD Bond ETF and VanEck Fallen Angel High Yield Bond ETF track two different indexes. ANGL seeks to replicate the ICE US Fallen Angel High Yield 10% Constrained Index, while FALN tracks the Bloomberg Barclays U.S. High Yield Fallen Angel 3% Capped Index. In comparison, the Bloomberg U.S. High Yield Index has a 4.64% annualized return over the past 10 years, the firm said. Be aware of risks Fallen angel portfolios are generally much higher quality than their high-yield peers, said Morningstar's Evens.

Persons: —, Zachary Evens, Evens, Jared Woodard, Stephen Laipply, Morningstar's, Laipply, FALN Organizations: Angels, Bond, SEC, Morningstar, Chartered Alternative Investment, Association, Bloomberg Barclays, Bank of, Bank of America, U.S, ICE, Bloomberg Barclays U.S ., Bloomberg U.S, Corporate, Broad Locations: Bank, BlackRock

☆ It's time to take your cash out of CDs and money market funds as the Fed gets ready to cut rates, says a chief strategist at a $1.4 trillion firm. Here are 3 ways to earn attractive returns for years
▼ + stars: | 2024-06-05 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

The last year and a half has been the best period in more than 20 years to be sitting in cash. Related stories"We know those attractive cash rates aren't going to last forever. Just as the aggressive rate hiking cycle took Treasury yields higher, interest rate cuts will eventually take all cash rates lower as well," Gillum said. And third, investors can build a bond ladder, meaning they stagger their money in different bond durations. "Bonds offer an optionality that you don't get from cash.

Persons: Lawrence Gillum, Gillum, there's Organizations: Service, Federal Reserve, LPL, Business, Bloomberg, Aggregate Bond, BNY Mellon, Schwab U.S, Fed

☆ With Big Tech’s runaway 2024, it just might be time to part with a few winners. Here's why
▼ + stars: | 2024-06-05 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +6 min

Those highly appreciated positions can change the risk profile of your portfolio, particularly if it's been a long time since you last rebalanced. Managing the tax hit Trimming heavily appreciated positions in a portfolio that's held in a taxable account may come with a capital gains hit. One potential way to mitigate the tax is to use realized losses to offset those capital gains. In a year when losses exceed capital gains, investors can apply up to $3,000 of those losses to offset ordinary income and then carry over the remainder. Normally, these holdings would be the ones subject to the heftiest capital gains taxes if they were sold.

Persons: Blair duQuesnay, it's, Morningstar, Amy Arnott, Arnott, Roger Aliaga, Diaz, We've, Aliaga, Russell Organizations: Nvidia, Ritholtz Wealth Management, CNBC's, Vanguard, Investors, Federal Reserve, Bond Market, SEC, Aggregate Bond, U.S, Taxpayers Locations: New Orleans

☆ This DoubleLine bond fund is beating the market. Here's what it's buying
▼ + stars: | 2024-05-23 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

A bond fund run by two of the top names at DoubleLine is outpacing the broader market by being defensive without fully committing to an imminent recession. The DoubleLine Opportunistic Bond ETF (DBND) has a total return of 3.2% over the past year. That's more than the broadest bond funds, such as the iShares Core U.S. Aggregate Bond ETF (AGG) , and the category indexes for the ETF as determined by FactSet and Morningstar. "Given where yield levels are, you're paid relatively well just to be in the higher credit quality," Sherman said.

Persons: Morningstar, Jeffrey Sherman, Jeffrey Gundlach, Sherman, Bonds, it's Organizations: Bond, Aggregate Bond, FactSet, SEC, CNBC, Federal Reserve Locations: DoubleLine, Treasurys

☆ There’s more than one way to access this asset offering tax-free income. How to make the right choice
▼ + stars: | 2024-05-20 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

Muni bonds are beloved by wealthy investors because they offer income that's free of federal taxes. Muni bond ETFs and mutual funds, meanwhile, don't have a definite maturity date and their price can fluctuate while the investor is holding them. Liquidity needs are also a major factor, with individual bonds potentially being hard to sell if an investor has a cash need. Since these funds offer a fixed number of shares, they trade at a discount or premium to their net asset value. Some of these funds hold municipal bonds and are trading at sharp discounts to their net asset value, potentially making them an attractive purchase.

Persons: Kathleen McNamara, there's, muni, he'll, Beth Foos, James Ritzema, Baird, Jon Browne Organizations: Federal Reserve, UBS, tradeoffs Investors, SEC, Investors, Morningstar, RiverNorth Locations: Americas, –

☆ Top bond fund manager Ford O'Neil of Fidelity reveals his 'secret sauce' to generate outperformance
▼ + stars: | 2024-05-14 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

He previously took home the title of Morningstar fixed-income manager of the year in 2016. Generating long-term outperformance The largest among the many funds O'Neil co-manages is the Fidelity Total Bond Fund (FTBFX), which has $35.8 billion in assets and a 5.32% 30-day SEC yield. From December 2004 through the end of March 2024, Fidelity Total Bond Fund's 3.7% annualized gain topped the typical intermediate core-plus bond Morningstar Category fund's 3.3% and the 3.1% of its benchmark, the Bloomberg U.S. The 'secret sauce' The fixed-income team also benefits from teaming up with equity analysts when they talk to corporate executives, public agencies and government issuers. "If you're a buyer of nominal yields, you're finding the market very attractive.

Persons: Fidelity's Ford O'Neil, O'Neil, O'Neil —, Morningstar, Ford …, Dan Culloton, Morningstar's Culloton, FTBFX, it's Organizations: Fidelity, Harvard University, One, CNBC, Harvard, Bond Fund, SEC, Bloomberg U.S, Total Bond, Bond, Federal Reserve, Fed, Treasury Locations: Wharton, U.S

☆ JPMorgan says this simple 2-step, long-term investing approach allows you to maximize returns and achieve your financial goals while minimizing portfolio management headaches and costs
▼ + stars: | 2024-05-10 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

For most investors, holding just one passive global stock market fund and one passive global bond market fund over the long term is the best way to construct a portfolio, the strategists said. While some more time-consuming, complicated strategies may allow for higher returns, this approach gives investors the best all-around bang for their buck, Loeys and Wise said. Our point is instead that we believe you can achieve most, if not all of your financial objectives by following our KISS approach. Two stock funds that do this include the Vanguard Total World Stock Index Fund (VTWAX) and the SPDR Portfolio MSCI Global Stock Market ETF (SPGM). For investors who want to do more with their portfolio, Loeys and Wise suggested dedicating 80%-90% of one's portfolio to the above strategy, and using the other 10%-20% on other investments.

Persons: Jan Loeys, Alexander Wise, Wise, Joeys, Loeys Organizations: JPMorgan, Business, KISS, Index, Stock Market, Bond, Fidelity

☆ Hartford Total Return Bond ETF yields nearly 5% and prides itself on finding value across the market
▼ + stars: | 2024-05-06 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

HTRB saw a total return last year of 7.15%, and ranked in the 23rd percentile among its peers, according to Morningstar. The portfolio has 51% of its assets in mortgage-backed securities and 25% in investment-grade credit, according to the fund's website. Compared to many of its peers in the intermediate core plus bond Morningstar category, Hartford Total Return Bond ETF leans a bit more on securitized markets instead of investment-grade corporate debt, according to Morningstar. Finding opportunities Right now, one of the areas Goodman sees value in is agency mortgage-backed securities. Goodman also likes structured finance right now, like collateralized loan obligations, commercial mortgage-backed securities and nonagency residential mortgage-backed securities.

Persons: Campe Goodman, Morningstar, Goodman, HTRB, Morningstar . Goodman, Mike Mulach, Bonds, Fitch Organizations: Hartford, SEC, Wellington, Bloomberg U.S, Morningstar, BB, Poor's, Federal Reserve Locations: Wellington, Eastern Europe

☆ BlackRock says now is the time to lock in higher yields and move cash into bonds
▼ + stars: | 2024-05-03 | by ( Michelle Fox | ) www.cnbc.com time to read: +4 min

Investors with cash on the sidelines may want to start moving some of that money into bonds, according to a new report from BlackRock. The bond market has seen some volatility amid the uncertainty around interest rates and the Federal Reserve's monetary policy. Bond yields move inversely to prices. US10Y YTD mountain 10-year Treasury yields Yields are at levels not seen in 20 years, he pointed out. Aggregate Bond ETF year to date The iShares Core Total USD Bond Market ETF (IUSB) is also a passively managed, broad bond market fund which adds exposure to potentially higher-yielding names.

Persons: Steve Laipply, shouldn't, Laipply Organizations: Federal, Treasury, BlackRock, Fed, Core, Aggregate Bond, Bloomberg U.S, SEC, Aggregate, Bond Locations: BlackRock

☆ Stocks could have further to fall in May after this month’s market woes
▼ + stars: | 2024-04-30 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

The S & P 500 is down by more than 3% this month, though it has still registered a more than 6% advance for the year. But many investors worry stocks have further to go before finding a durable bottom. They say stocks look overvalued even after the recent pullback, and they cite troubling headwinds for equities. 'Sell in May and go away' May has a reputation as a historically weak month for stocks. Carson Group's Ryan Detrick noted that stocks have actually been higher in May during the last nine out of 10 years.

Persons: Mark Luschini, Janney Montgomery Scott, Jeff Hirsch, he's, It's, Hirsch, Carson Group's Ryan Detrick, we've Organizations: Investors, Dow Jones Industrial, Dow, Treasury Bond ETF

☆ Bonds offer income and some volatility protection. Pick out the right bond fund for your portfolio
▼ + stars: | 2024-04-29 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

That said, in general, most investors would be best served buying a diversified bond fund, said Mulach. What to look for in bond fundsThere are several factors to consider when investing in a bond fund. Intermediate-core durations typically range between 75% and 135% of the three-year average of the effective duration of the Morningstar Core Bond Index. Top Morningstar Bond Funds Ticker Fund Morningstar Category Type 30-day SEC yield Adj. Aggregate Bond ETF can be a great option to simply replicate that index, he said.

Persons: Morgan Stanley, shouldn't, Morningstar, Mike Mulach, Chuck Failla, Failla, Mulach, You'll, Baird, BSBSX Baird, Morningstar's Organizations: Treasury, Federal Reserve, Sovereign Financial, Morningstar, SEC, Mutual, FLTB Fidelity, Fidelity, Hartford, Aggregate

☆ It’s prime time to lock in yields on this tax-free income play, UBS says
▼ + stars: | 2024-04-23 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

UBS doesn't see the Federal Reserve embarking on rate cuts until September — and that means now is the time to snap up tax-free municipal bonds. Bond yields and prices move inversely, so a decline in rates will come with price appreciation for the underlying issues. "Against that backdrop, we believe that yields on quality municipal bonds look attractive at current levels," wrote UBS Wealth Management senior municipal bond strategist Kathleen McNamara in a report last week. The kicker of tax-free income Muni bonds are generally backed by the full faith and credit of the issuer, which makes them less of a default risk compared with corporates. Large diversified municipal bond funds can be cheap, but state-focused funds tend to be a little more costly.

Persons: Kathleen McNamara, McNamara, FKTFX Organizations: UBS, Federal, UBS Wealth Management, Bond, SEC, Vanguard California, Franklin, Franklin California Tax, Income Fund, Muni Bond ETF, Vanguard New Locations: There's, New York , California, New Jersey, California, Franklin California

☆ This classic hedge-fund strategy returned 22% in 2022 when stocks got crushed. Here are 4 ETFs that offer exposure to the portfolio hedging method — including 2 that are up 13% in 2024 alone.
▼ + stars: | 2024-04-21 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

It's called a managed futures strategy. That's according to iM Global Partner, which has the largest exchange-traded fund — iMGP DBi Managed Futures Strategy ETF (DBMF) — that copies the strategy. Meanwhile, a managed futures strategy, with its short-term approach across stocks, bonds, commodities, and currencies, is generally uncorrelated to longer-term bond and stock market performance. From January to October 14, 2022, for example, the Credit Suisse Managed Futures Strategy (CSAIX) was up around 26%. iMGP DBi Managed Futures Strategy ETF (DBMF)January-October 14, 2022 returns: 33.9%2024 year-to-date returns: 13.1%Assets under management: $988 millionFirst Trust Managed Futures Strategy Fund (FMF)January-October 14, 2022 returns: 15.7%2024 year-to-date returns: 7.3%Assets under management: $144 millionKFA Mount Lucas Managed Futures Index Strategy ETF (KMLM)January-October 14, 2022 returns: 50%2024 year-to-date returns: 8.8%Assets under management: $284 millionSimplify Managed Futures Strategy ETF (CTA)

Persons: It's, —, Andrew Beer, Seth Klarman's, Beer, we've Organizations: Global, Business, Treasury Bond ETF, Credit Suisse, Morningstar, Lucas Locations: DBMF, lockstep, VettaFi

☆ Bank of America's top global strategist warns of growing bubble risk in the stock market as the economy heads for a no-landing scenario — and shares 3 charts showing the market could be headed for tro
▼ + stars: | 2024-04-20 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

Read previewMichael Hartnett, Bank of America's top global strategist, thinks a no-landing scenario is the most-likely outcome for the US economy in the months ahead. That means the labor market would remain strong, but inflation would also stay above the Federal Reserve's long-term goal of 2%. While that's fine for now, Hartnett warns it's a path that eventually leads to trouble for the economy and stocks. "We say rising no landing risks = rising hard landing risks," Hartnett said in an April 11 note. The fund's price dipped below its 200-day moving average in 2020 and 2022, when the economy slowed and stocks underperformed.

Persons: —, Michael Hartnett, Hartnett, it's, Michael Landsberg Organizations: Service, Bank of America's, Business, Consumer, Bank of America, Landsberg Bennett, Wealth Management, Fed Locations: REITs, Ukraine

☆ Tension in the Middle East, hot inflation rattle stocks. Take these steps to shore up your portfolio
▼ + stars: | 2024-04-15 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

Conflict in the Middle East escalated over the weekend as Iran launched drones and missiles at Israel, and traders braced for a response. Investors have already been on edge as of late amid climbing oil prices and recent economic data that shows inflation is remaining sticky. Rockier times could be ahead, too, noted Paul Christopher, head of global investment strategy at Wells Fargo Investment Institute. Tax-loss harvesting involves selling losers in your taxable account and using these losses to offset realized gains within your portfolio. Extending duration involves adding exposure to bonds with greater price sensitivity to changes in rates.

Persons: Paul Christopher, Christopher, rebalancing, Gargi Pal Chaudhuri Organizations: Wells, Wells Fargo Investment Institute, Information Technology, Communications Services, BlackRock, Treasury Bond ETF Locations: Fresh, Iran, Israel, Wells Fargo, BlackRock

☆ Income investing opportunities emerge as the outlook for rate cuts moves to September
▼ + stars: | 2024-04-11 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

IEI has a 30-day SEC yield of 4.26% and carries an expense ratio of 0.15%. BINC, which is actively managed, has a 30-day SEC yield of 5.6% and a net expense ratio of 0.4%. Investors can use ETFs to tackle that space: Vanguard's Intermediate-Term Corporate Bond ETF (VCIT) has a 30-day SEC yield of 5.33%. There's also the iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) , offering a 30-day SEC yield of 5.4%. Hunting dividend payers Higher rates have overshadowed opportunities among dividend-paying stocks, which look less attractive to income investors who can find risk-free yields easily.

Persons: it's, Michael Carbone, Carbone, Gargi Chaudhuri, Collin Martin, There's, Michael Clarfeld Organizations: Dow Jones, Traders, Federal, Treasury Bond ETF, SEC, Schwab Center, Financial Research, Corporate Locations: Chelmsford , Massachusetts, BlackRock, ClearBridge

☆ Where investors might hide out if inflation continues to reaccelerate
▼ + stars: | 2024-04-10 | by ( Yun Li | ) www.cnbc.com time to read: +3 min

To guard against stubborn inflation and higher-for-longer interest rates, investors should focus on quality companies with high pricing power and adjust their duration risk in bonds, according to Wall Street strategists and portfolio managers. Pricing power Companies with high pricing power tend to outperform when inflation is elevated because they have the ability to defend their profit margins by passing along higher costs to their end market customers. "In equities, you should prefer companies that have pricing power, i.e. "When inflation is the predominant risk in markets, correlations between stocks and traditional bonds tend to be high. BlackRock's iShares strategy team recently argued that investors should take advantage of spikes in bond yields while they can and reinvest their cash.

Persons: Stocks, Brad Conger, Sonu Varghese, Jason Pride, Pride, Rick Rieder Organizations: Dow Jones, Treasury, Street, Callaghan, Co, Big Tech, Carson Group, Securities, U.S ., Glenmede Trust Locations: Hirtle, BlackRock

☆ Wall Street gets key inflation data next week amid concerns the stock market is overbought
▼ + stars: | 2024-04-05 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

Economists polled by FactSet anticipate the March consumer price index will show prices rising by 0.3% on a monthly basis, less than February's 0.4% advance. Similarly, the March producer price index is expected to show an increase of 0.5%, according to FactSet consensus estimates. Monday April 8 Tuesday April 9 6 a.m. NFIB Small Business Index (March) Wednesday April 10 8:30 a.m. Consumer Price Index (CPI) (March) 8:30 a.m. Initial Claims (04/06) 8:30 a.m. Producer Price Index PPI Earnings: CarMax Friday April 12 8:30 a.m. Import Price Index (March) 10 a.m. Michigan Sentiment preliminary (April) Earnings: State Street , Wells Fargo , JPMorgan Chase , Progressive , Citigroup

Persons: Stocks, we're, Ross Mayfield, Baird, Mayfield, FactSet, David Einhorn, CNBC's Scott Wapner, he's, Michelle Bowman, Bank's Tom Hainlin, Hainlin, Jamie Myers, JPMorgan Chase Organizations: Federal Reserve, Investors, Treasury Bond, Dow Jones, Nasdaq, . West Texas, Treasury, Fed, Investment Group, Investors Intelligence, American Association of, Walmart, Citigroup, JPMorgan, Index, Treasury Budget NSA, Air Lines, Price Index, Progressive Locations: U.S, Wells Fargo, Michigan

☆ BlackRock says this is the 'last best opportunity' to buy these bonds
▼ + stars: | 2024-04-05 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

"We believe the recent back up in rates is probably the last best opportunity to extend duration," wrote Gargi Pal Chaudhuri, chief investment and portfolio strategist, Americas, at BlackRock. Generally speaking, the value of a bond goes up as interest rates go down, with longer-dated bonds seeing the biggest gains. While bond funds have been seeing inflows this year, there are still plenty of investors with excess cash in short-term accounts. Different funds that offer that type of exposure include the iShares 3-7 Year Treasury Bond ETF (IEI) , the SPDR Portfolio Intermediate Term Treasury ETF (SPTI) and the Vanguard Intermediate-Term Treasury ETF (VGIT) . Investors shouldn't go overboard with adding duration, because the long-term bonds on the market carry extra risk, Akullian said.

Persons: BlackRock's, Gargi Pal Chaudhuri, Kristy Akullian, It's, Akullian, Investors shouldn't Organizations: Treasury, Federal, Investment Company Institute, BlackRock, CNBC, Treasury Bond ETF, Research, Investors Locations: Americas, BlackRock, US10Y

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