Today will bring some clarification about whether yesterday's moves in bond and stock markets will continue the same way. When it comes to data there is not much on the agenda that potentially could influence markets strongly.
Editor’s Picks 25 August 2016 at 0:51 GMT

Dividends are what matter now

The Wall St Journal
Dividends are playing an unusually large role in the stock market’s run to record highs, adding to investors’ concerns about stretched valuations and soft corporate earnings. The five-year rolling correlation between S&P 500 companies’ dividend yield and the index’s performance has been at 0.80 or above for the five quarters through June, according to S&P Global Market Intelligence. That is the highest since 1993 and up from an average of minus 0.1 dating back to 1941.
Read full article at The Wall St Journal


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