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☆ Stocks are giving some clues that there could be a Republican congressional sweep, Strategas says
▼ + stars: | 2022-10-15 | by ( Patti Domm | In | ) www.cnbc.com time to read: +7 min

At the same time, odds for a Republican sweep on Nov. 8 have risen. Individual solar and other renewable names are also down sharply, like First Solar, which is in the Strategas Democratic portfolio. Clifton said his portfolios are pointing to a 60% chance of a Republican sweep, while betting markets are at 50/50. Among the holdings in the Republican portfolio are companies that would benefit from distribution and transportation of oil and gas, like Enterprise Products Partners. "The market is increasingly pricing in a Republican sweep.

☆ Is it time to buy Treasurys? Here's how to allocate your portfolio, according to the pros
▼ + stars: | 2022-09-23 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

The latest threat to stocks now isn't any macro risk — it's rising 2-year Treasury yields, according to some fund managers and strategists. Short-term, relatively risk-free Treasury bonds and funds are back in the spotlight as the yield on the 2-year Treasury continues to surge. Meanwhile, U.S.-listed short-term Treasury ETFs have attracted $7 billion of inflows so far in September — six times the volume of inflows last month, BlackRock said. Here's what analysts say about how to allocate your portfolio right now. This sees investors put 60% of their portfolio in stocks, and 40% bonds.

That left the yield curve even more inverted, a signal of looming recession. Those declines have come as the Fed has already tightened rates by 300 basis points this year. "We might not see as strong returns in the equity markets going forward now that interest rates have been somewhat normalized." The shape of the Treasury yield curve, where short-term rates stand above longer-term ones, supports caution as well. Known as an inverted yield curve, the phenomenon has preceded past recessions.

☆ These ETFs could help protect your portfolio as the Fed pushes rates higher
▼ + stars: | 2022-09-21 | by ( Jesse Pound | ) www.cnbc.com time to read: +2 min

One option could be inverse Treasury ETFs, which should rise along with rates. For example, the ProShares Short 20+ Year Treasury ETF (TBF) has gained more than 30% this year. Other major floating rate funds include the Invesco Senior Loan ETF (BKLN) and SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) . Another fund that has had success this year is FolioBeyond's Rising Rates ETF (RISR) . This smaller fund invests in Treasury bonds and interest-only mortgage-backed securities, which can benefit from rising rates as mortgage refinancings decline.

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