Emerging market sovereign debt and small-cap stocks are popular again.
China ETFs are cheap relative to U.S. stocks and political headwinds do not exist in China today.
Dfferent economic sectors appear to be responding differently to the current landscape and old-school rules may no longer apply.
The exchange-traded winners would be the interest-rate sensitive assets.
The Fed has little reason to slow its purchases substantially, other than to break our collective addiction to unnaturally low lending rates.
There is still a silver lining for investors.
The prospect of tighter monetary policy in the U.S. has encouraged investors to seek income and growth abroad.
One might have surmised the specter of war would boost the safe haven status of U.S. Treasuries. Wrong.
Japan will never escape its debt woes but iIt can tread water while its companies improve their balance sheets.
By investigating the reaction of income producers to Thursday's surge in the 10-year yield, investors can see which ETFs can stand the heat.