U.S. Stocks Have Potential, but International Equities Are More Attractive
at The Street - 41 mins ago
David Joy, chief market strategist at Ameriprise Financial, says U.S. stocks could climb in the second half of the year, but he likes European and Japanese equities.
EWI: 14.80 (-0.18), EWG: 29.84 (-0.52), EWQ: 25.98 (-0.40), EWP: 34.78 (-0.25), DXJS: 33.97 (-0.18), TLT: 130.69 (+0.28), TBT: 41.87 (-0.20), HEWG: 28.54 (-0.35), DXJ: 55.12 (-0.97), SPY: 206.43 (-1.82), QQQ: 105.60 (-1.13), EWU: 18.01 (-0.31), DIA: 177.58 (-1.81), EWGS: 39.41 (-0.62), IWM: 124.37 (-0.40), XLF: 24.11 (-0.17), XLE: 77.58 (-0.46)
Currency Hedged ETFs Top Q1 Asset Flows - ETF News And Commentary
Sweta Killa - Zacks Investment Research - Tue Mar 31, 10:10AM CDT
investors flocked to the currency hedged ETFs in Q1 to tap the bullish international fundamentals dodging the effects of a strong greenback.
DXJ: 55.12 (-0.97), HEDJ: 66.14 (-0.53), SPY: 206.43 (-1.82), DBEF: 29.96 (-0.44), AAPL: 124.43 (-1.94)
China, Japan stocks steal the Q1 show
Seeking Alpha - at Seeking Alpha - Tue Mar 31, 3:18AM CDT
EWH: 21.93 (-0.16), KBA: 53.41 (-1.53), DFJ: 54.14 (-0.36), CHXF: 55.55 (+0.06), DX: 8.47 (+0.02), EWJ: 12.53 (-0.25), NKY: 19.05 (-0.33), DXJ: 55.12 (-0.97), ITF: 53.82 (-0.91), FXP: 35.76 (+0.48), PGJ: 29.78 (+0.12), EWHS: 27.32 (-0.01), JPP: 48.31 (-0.25), YAO: 29.26 (-0.11), ASHR: 41.64 (-1.25), FCHI: 54.90 (unch), FXI: 44.40 (-0.34), GXC: 84.64 (-0.60), ASHS: 48.25 (-0.72), XPP: 78.07 (-1.09), KWEB: 34.27 (+0.05), JPNL: 54.00 (-3.12), TAO: 21.86 (-0.22), ECNS: 48.33 (-0.26), QQQC: 22.74 (+0.15), HAO: 27.08 (-0.13), MCHI: 54.50 (-0.29), EWV: 51.50 (+1.72), YANG: 8.69 (+0.14), HEWJ: 30.25 (-0.65), FHK: 42.93 (+0.32), FJP: 49.95 (-0.66), YXI: 26.14 (+0.37), JPMV: 56.70 (-1.26), PEK: 52.69 (-1.53), DXJH: 31.08 (-0.69), CNXT: 42.80 (-0.56), CQQQ: 38.29 (unch), JSC: 52.52 (unch), YINN: 41.88 (-0.86), DXJS: 33.97 (-0.18), DXJR: 27.90 (-0.42), DXJT: 29.58 (-0.28), QJPN: 66.68 (unch), DBJP: 41.11 (-0.97), FCA: 24.29 (-0.21), EZJ: 94.88 (-3.83), DXJC: 27.87 (-0.30), SCJ: 57.23 (-0.12), CHNA: 39.72 (-1.20), CHIX: 16.08 (-0.25), KFYP: 68.30 (+1.15), CHIM: 15.84 (unch), CHIQ: 13.66 (+0.01), CHIE: 13.47 (+0.31), CHII: 15.40 (-0.20), CN: 38.96 (-0.83)
Can The Nikkei 225 Continue Climbing?
Michael Grogan - at Seeking Alpha - Mon Mar 30, 5:23PM CDT
NKY: 19.05 (-0.33), DXJ: 55.12 (-0.97), FXY: 81.02 (+0.10), EWJ: 12.53 (-0.25)
Potential Chinese Stimulus Boosting Stocks, Consolidation in Food Industry to Continue
at The Street - Mon Mar 30, 3:25PM CDT
The CNBC 'Fast Money Halftime' traders meet with leaders at the Morgan Stanley Wealth Management Alternatives Conference in New York City to discuss different strategies.
EWI: 14.80 (-0.18), RH: 99.19 (+0.12), EWG: 29.84 (-0.52), NKE: 100.33 (-0.56), GREK: 11.02 (+0.05), DKS: 56.99 (-0.95), EWQ: 25.98 (-0.40), EWP: 34.78 (-0.25), KRFT: 87.11 (-3.50), DXJS: 33.97 (-0.18), TLT: 130.69 (+0.28), TBT: 41.87 (-0.20), FINL: 24.52 (-0.22), SJM: 115.73 (-1.40), HEWG: 28.54 (-0.35), DXJ: 55.12 (-0.97), UA: 80.75 (+0.84), SPY: 206.43 (-1.82), QQQ: 105.60 (-1.13), EWU: 18.01 (-0.31), DIA: 177.58 (-1.81), EWGS: 39.41 (-0.62), IWM: 124.37 (-0.40), FL: 63.00 (-0.61), FXI: 44.40 (-0.34)
Profit From The Strong Dollar With Currency-Hedged ETFs
Bruce Vanderveen - at Seeking Alpha - Sun Mar 29, 5:17AM CDT
HEDJ: 66.14 (-0.53), DXJ: 55.12 (-0.97), UUP: 25.90 (+0.04)
Flows Into European Equities Reach Feverish Pitch, Consolidation Likely Ahead
Chris Puplava - Seeking Alpha - Sat Mar 28, 8:24AM CDT
So far the bullish themes for this year are foreign equities and U.S. bonds with the continued surge in the USD. These themes are borne out when looking at flows into exchange traded funds (ETFs) by asset class and geographic region. This can be seen...
USO: 16.84 (-0.39), HYG: 90.61 (-0.11), VGK: 54.22 (-0.90), FEZ: 38.82 (-0.56), FXY: 81.02 (+0.10), HEFA: 27.88 (-0.39), IEFA: 58.49 (-0.89), UUP: 25.90 (+0.04), FEU: 35.13 (-0.62), HEDJ: 66.14 (-0.53), VTI: 107.25 (-0.98), DXJ: 55.12 (-0.97), VOO: 189.20 (-1.68), SPY: 206.43 (-1.82), IEV: 44.27 (-0.73), DBEF: 29.96 (-0.44), LQD: 121.71 (+0.22), DIA: 177.58 (-1.81), FXE: 105.71 (-0.61), ERO: 40.85 (-0.32), XLE: 77.58 (-0.46)
Japan's Equity Rally Has Further To Run Despite Poor Macro Fundamentals
Alpha Now at Thomson Reuters - Seeking Alpha - Sat Mar 28, 8:17AM CDT
By Fathom Consulting Since Shinzo Abe's first election victory in December 2012, the yen has fallen significantly - and not just against a rising dollar. In trade-weighted terms, it is down some 30% from its peak in the summer of 2012. However, to...
EWV: 51.50 (+1.72), NKY: 19.05 (-0.33), DXJ: 55.12 (-0.97), HEWJ: 30.25 (-0.65), ITF: 53.82 (-0.91), JPNL: 54.00 (-3.12), DBJP: 41.11 (-0.97), JPP: 48.31 (-0.25), EZJ: 94.88 (-3.83), FJP: 49.95 (-0.66), EWJ: 12.53 (-0.25)
But The Payroll Report...
Joseph Calhoun - at Seeking Alpha - Sat Mar 28, 5:05AM CDT
By Jeffrey P. Snider It wasn't supposed to be the case that China would steal all the attention from Japan. We are only a few days away from QQE's second anniversary and all expectations were purposely set to be a full-blown revival by now. The...
EWV: 51.50 (+1.72), NKY: 19.05 (-0.33), DXJ: 55.12 (-0.97), HEWJ: 30.25 (-0.65), ITF: 53.82 (-0.91), JPNL: 54.00 (-3.12), DBJP: 41.11 (-0.97), JPP: 48.31 (-0.25), EZJ: 94.88 (-3.83), FJP: 49.95 (-0.66), EWJ: 12.53 (-0.25)
U.S. Stocks: Oh Behave!
Eric Parnell, CFA - at Seeking Alpha - Fri Mar 27, 4:10PM CDT
HEDJ: 66.14 (-0.53), DXJ: 55.12 (-0.97), EEM: 40.13 (-0.09), SPY: 206.43 (-1.82), GLD: 113.66 (-0.09), FXY: 81.02 (+0.10), EZU: 38.58 (-0.59), EFA: 64.17 (-1.01), IWM: 124.37 (-0.40), FXE: 105.71 (-0.61), UUP: 25.90 (+0.04), EWJ: 12.53 (-0.25)
Economic data shows Japan nearing deflation
Seeking Alpha - at Seeking Alpha - Fri Mar 27, 3:55AM CDT
DXJF: 26.41 (-0.73), JPMV: 56.70 (-1.26), DXJH: 31.08 (-0.69), JPNL: 54.00 (-3.12), SCJ: 57.23 (-0.12), JSC: 52.52 (unch), DFJ: 54.14 (-0.36), DXJS: 33.97 (-0.18), DXJR: 27.90 (-0.42), DXJT: 29.58 (-0.28), EWJ: 12.53 (-0.25), DXJ: 55.12 (-0.97), NKY: 19.05 (-0.33), EWV: 51.50 (+1.72), HEWJ: 30.25 (-0.65), ITF: 53.82 (-0.91), QJPN: 66.68 (unch), DBJP: 41.11 (-0.97), JPP: 48.31 (-0.25), EZJ: 94.88 (-3.83), FJP: 49.95 (-0.66), DXJC: 27.87 (-0.30)
USD/JPY Shorts Break Down
Ashraf Laidi - Seeking Alpha - Thu Mar 26, 8:06AM CDT
The charts below show net speculative shorts in JPY vs. USD have broken out of a 4-year channel (signifying a potential turn), while the chart on the right shows protracted yen weakness will inevitably restore the trade balance into surplus for the...
JYN: 47.40 (unch), JPNL: 54.00 (-3.12), FXY: 81.02 (+0.10), EWJ: 12.53 (-0.25), DXJ: 55.12 (-0.97), NKY: 19.05 (-0.33), EWV: 51.50 (+1.72), HEWJ: 30.25 (-0.65), YCL: 13.99 (+0.04), ITF: 53.82 (-0.91), DBJP: 41.11 (-0.97), YCS: 88.91 (-0.41), JPP: 48.31 (-0.25), EZJ: 94.88 (-3.83), FJP: 49.95 (-0.66)
The Currency Hedging Boom
Charlie Bilello - Seeking Alpha - Wed Mar 25, 9:42AM CDT
The most dominant theme thus far in 2015 has been the global currency war , where central banks are fighting one another with new easing measures on a daily basis to debase their currencies. By my count, there have already been at least 28 easy...
DXJ: 55.12 (-0.97), HEDJ: 66.14 (-0.53), DBEF: 29.96 (-0.44), HEFA: 27.88 (-0.39)
Economic Worries Mount Amid Near-Stagnation Of Japanese Manufacturing
Markit - at Seeking Alpha - Wed Mar 25, 4:02AM CDT
A near-stagnation of manufacturing activity in March suggests that Japan's disappointing recovery is once again losing momentum. The latest flash PMI survey data point to renewed weakness after Japan pulled out of a brief recession, induced by last...
EWV: 51.50 (+1.72), NKY: 19.05 (-0.33), DXJ: 55.12 (-0.97), HEWJ: 30.25 (-0.65), ITF: 53.82 (-0.91), JPNL: 54.00 (-3.12), DBJP: 41.11 (-0.97), JPP: 48.31 (-0.25), EZJ: 94.88 (-3.83), FJP: 49.95 (-0.66), EWJ: 12.53 (-0.25)
Short-Term Gains And Long-Term Disaster
Ilargi - Seeking Alpha - Tue Mar 24, 9:27AM CDT
About a month ago, Japan's giant GPIF pension fund announced it had started doing in Q4 2014, what PM Abe had long asked it to shift a large(r) portion of its investment portfolio from bonds to stocks. No more safe assets for the world's largest...
NKY: 19.05 (-0.33), DXJ: 55.12 (-0.97), NORW: 11.66 (-0.13), ENOR: 22.68 (-0.25), EWJ: 12.53 (-0.25)
Asian shares march higher
Seeking Alpha - at Seeking Alpha - Mon Mar 23, 2:24AM CDT
EWH: 21.93 (-0.16), KBA: 53.41 (-1.53), DFJ: 54.14 (-0.36), CHXF: 55.55 (+0.06), DX: 8.47 (+0.02), EWJ: 12.53 (-0.25), NKY: 19.05 (-0.33), DXJ: 55.12 (-0.97), ITF: 53.82 (-0.91), FXP: 35.76 (+0.48), PGJ: 29.78 (+0.12), EWHS: 27.32 (-0.01), JPP: 48.31 (-0.25), YAO: 29.26 (-0.11), ASHR: 41.64 (-1.25), FCHI: 54.90 (unch), FXI: 44.40 (-0.34), GXC: 84.64 (-0.60), ASHS: 48.25 (-0.72), XPP: 78.07 (-1.09), KWEB: 34.27 (+0.05), JPNL: 54.00 (-3.12), TAO: 21.86 (-0.22), ECNS: 48.33 (-0.26), QQQC: 22.74 (+0.15), HAO: 27.08 (-0.13), MCHI: 54.50 (-0.29), EWV: 51.50 (+1.72), YANG: 8.69 (+0.14), HEWJ: 30.25 (-0.65), FHK: 42.93 (+0.32), FJP: 49.95 (-0.66), YXI: 26.14 (+0.37), JPMV: 56.70 (-1.26), PEK: 52.69 (-1.53), DXJH: 31.08 (-0.69), CNXT: 42.80 (-0.56), CQQQ: 38.29 (unch), JSC: 52.52 (unch), YINN: 41.88 (-0.86), DXJS: 33.97 (-0.18), DXJR: 27.90 (-0.42), DXJT: 29.58 (-0.28), QJPN: 66.68 (unch), DBJP: 41.11 (-0.97), FCA: 24.29 (-0.21), EZJ: 94.88 (-3.83), DXJC: 27.87 (-0.30), SCJ: 57.23 (-0.12), CHNA: 39.72 (-1.20), CHIX: 16.08 (-0.25), KFYP: 68.30 (+1.15), CHIM: 15.84 (unch), CHIQ: 13.66 (+0.01), CHIE: 13.47 (+0.31), CHII: 15.40 (-0.20), CN: 38.96 (-0.83)
For The Next Leg Up In Japanese Equities, Companies Need To Pay Up
Portfolio Management 101 - at Seeking Alpha - Thu Mar 19, 2:20PM CDT
NKY: 19.05 (-0.33), JYN: 47.40 (unch), DXJ: 55.12 (-0.97), DBJP: 41.11 (-0.97), YCS: 88.91 (-0.41), FXY: 81.02 (+0.10), EZJ: 94.88 (-3.83), EWJ: 12.53 (-0.25)
Japan rises on export data; Nintendo soars
Seeking Alpha - at Seeking Alpha - Wed Mar 18, 5:23AM CDT
DXJF: 26.41 (-0.73), JPMV: 56.70 (-1.26), DXJH: 31.08 (-0.69), JPNL: 54.00 (-3.12), SCJ: 57.23 (-0.12), JSC: 52.52 (unch), DFJ: 54.14 (-0.36), DXJS: 33.97 (-0.18), DXJR: 27.90 (-0.42), DXJT: 29.58 (-0.28), EWJ: 12.53 (-0.25), DXJ: 55.12 (-0.97), NKY: 19.05 (-0.33), EWV: 51.50 (+1.72), HEWJ: 30.25 (-0.65), ITF: 53.82 (-0.91), QJPN: 66.68 (unch), DBJP: 41.11 (-0.97), JPP: 48.31 (-0.25), EZJ: 94.88 (-3.83), FJP: 49.95 (-0.66), DXJC: 27.87 (-0.30)
Biotech, Small-Cap ETFs Stand Out Among March Winners
at Investor's Business Daily - Tue Mar 17, 4:59PM CDT
Small-cap exchange traded funds were back in style among investors in recent weeks while leading U.S. multinationals such as Intel found the strengthening greenback is denting profits overseas. Stocks in the U.S. stumbled in the past 30 days. SPDR...
BIIB: 422.24 (-9.38), ACT: 297.62 (-7.14), XBI: 225.50 (+1.13), IBB: 343.43 (-7.89), TAN: 44.43 (-0.44), FV: 24.01 (-0.28), UUP: 25.90 (+0.04), DXJ: 55.12 (-0.97), HEDJ: 66.14 (-0.53), DWAS: 41.60 (-0.33), LCI: 67.71 (-0.15), FSLR: 59.79 (-0.90), HEWJ: 30.25 (-0.65), SPY: 206.43 (-1.82), DBJP: 41.11 (-0.97), BBH: 129.58 (-3.38), AAPL: 124.43 (-1.94)