Month: June 2013

  • Macro Report – May 2013

    The Macro Report can be found here . April 2013 highlights: The likelihood of recession declined slightly to 7% from remained a revised 10% in the previous month Output by electric and gas utilities, industrial electricity consumption and miles traveled  are the only variables showing recessionary tendencies Retail sales growth continues to slow Average monthly employment increased…

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  • ETF Report – May 2013

    Please find our latest ETF report here: http://www.scribd.com/doc/146146105/Lighthouse-ETF-Report-2013-May As a new feature, the report also looks at mutual fund flows. Summary: Risk appetite has begun to cool off International equity ETF’s are seeing significantly less inflows than domestic equity ETF’s in absolute dollar terms (but similar inflows relative to their asset base) Emerging market equity ETF’s…

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  • ETF-Report April 2013

    Please find our latest ETF-Report here: http://www.scribd.com/doc/141248746/Lighthouse-ETF-Report-2013-April   Conclusions: Current risk appetite remains high International equity ETF’s are seeing less inflows than domestic equity ETF’s in absolute dollar terms but higher inflows relative to their asset base Emerging market equity ETF’s are still outpacing those investing broadly in international equities but have experienced a significant slow-down…

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  • ETF Report – March 2013

    Please find our latest ETF Report here: http://www.scribd.com/doc/133857690/Lighthouse-ETF-Report-2013-March Conclusions: Current risk appetite remains high International equity ETF’s are seeing less inflows than domestic equity ETF’s in absolute dollar terms but higher inflows relative to their asset base Emerging market equity ETF’s are still outpacing those investing broadly in international equities but have experienced a significant slow-down…

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