October 23, 2023
ETF Fund Flows | Saffron Capital LLC
Published by Brad Horn on October 23, 2023
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ETF Fund Flows: October 20, 2023

ETF Fund Flows – October 20, 2023 ETF fund flows define the net dollar inflows and outflows for exchange traded funds over predefined periods.  Fund flows are useful to identify market trends.  The data broadly reveals the rotations investors make as they shift their funds across different assets, market sectors, […]
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October 19, 2023
Treasury Yield Curves
Published by Brad Horn on October 19, 2023
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Treasury Yields and the Probability of a Recession

Treasury Yields and the Probability of Recession The Treasury yield curve depicts the interest rates on debt for different maturities.  Analyzing changes in the yield curve can provide valuable insights into the market’s expectations for future economic conditions.  This article explores the relationship between Treasury yields and the probability of […]
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October 17, 2023
3Q.2023 Earnings Update | Saffron Capital LLC
Published by Brad Horn on October 17, 2023
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3Q Earnings Update – S&P 500

3Q.2023 Earnings Update – S&P 500 Index Earnings The 3Q earnings season is off to a strong start with 7% of firms reporting.  In aggregate, actual earnings reported are 10% above consensus estimates.  As a result, the annual earnings growth rate for the S&P 500 index has increased from 0% […]
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October 3, 2023
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Published by Brad Horn on October 3, 2023
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September 2023 Returns and Asset Performance

Major Asset Classes September 2023 Performance Comparison Introduction September 2023 returns were negative across many asset groups. U.S. equities declined two months in a row for their first quarterly decline since Q3 2022. In addition, rates on long bonds posted their biggest quarterly advance since 2009.  In response, the US […]
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