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Earnings Update – A Good Quarter Is Almost In The Books
May 22, 2017
View PDF Comment Through Friday 473 (91%) of the S&P 500 companies have reported Q1 2017 earnings. The last few weeks we have noted that Q1 2017 earnings were coming in much better than previous quarters. The latest earnings reports through May 19 do nothing to change this story. As the chart below shows,… Continue reading Earnings Update – A Good Quarter Is Almost In The Books
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Is T-Mobile Setting Fed Policy?
May 22, 2017
The Wall Street Journal – How Cell-Phone Plans With Unlimited Data Limited Inflation Economist traces almost half of the U.S. core-inflation slowdown this year to wireless services A slowdown in inflation over the last couple of months seems to be coming from Americans’ smartphones. Many private economists and Federal Reserve policy makers expected price growth would… Continue reading Is T-Mobile Setting Fed Policy?
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Will Quants Take Over The World?
May 22, 2017
The Wall Street Journal – The Quants Run Wall Street Now For decades, investors imagined a time when data-driven traders would dominate financial markets. That day has arrived. Up and down Wall Street, algorithmic-driven trading and the quants who use sophisticated statistical models to find attractive trades are taking over the investment world. On many… Continue reading Will Quants Take Over The World?
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Discussing The Financial Sector
May 22, 2017
Comment Jim Bianco was on Bloomberg TV on Friday discussing Mnuchin and the financial sector. To view the interview, click on the image above. To view any of our recent interviews, click here. CNN Money – Elizabeth Warren and Steven Mnuchin go at it over breaking up big banks President Trump suggested during the campaign that… Continue reading Discussing The Financial Sector
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Trading Commodities
May 22, 2017
Bloomberg – Commodity Traders Have a Really Big Problem For commodity traders operating in the Information Age, just good old trading doesn’t cut it anymore. Unlike the stock market in which transactions are typically based on information that’s public, firms that buy and sell raw materials thrived for decades in an opaque world where their… Continue reading Trading Commodities
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Market Volatility Not Concerning, but Low Inflation Is
May 22, 2017
Bloomberg – Fed Should Like That Fiscal Stimulus is on Shaky Ground A little market volatility and Washington turmoil isn’t going to keep the central bank from raising interest rates further On the growth front, the current pace of activity argues for a faster pace of tightening (but watch for signs that consumer spending could slump… Continue reading Market Volatility Not Concerning, but Low Inflation Is
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OPEC Poised to Extend Production Cuts
May 22, 2017
Bloomberg – Saudis See All ‘on Board’ to Extend Oil Cuts for Nine Months OPEC, allies will take decision on cuts later this month “We believe that continuation with the same level of cuts, plus potentially adding one or two small producers if they wish to join, will be more than adequate to bring the… Continue reading OPEC Poised to Extend Production Cuts
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Discount Stores the Last Hope for Brick and Mortar?
May 22, 2017
Stunning Dollar General accounts for 80% of net new store openings in US this yr No $DG No Growth ->I’m short $SPG pic.twitter.com/iHXpFncgIe — Adam Johnson (@AJInsight) May 20, 2017 Bloomberg – Why the Rout in Retail Shouldn’t Be a Big Worry for U.S. Economy A furious pace of store closings and bankruptcies has drummed… Continue reading Discount Stores the Last Hope for Brick and Mortar?
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Technology Sector ETFs Under Trump
May 22, 2017
The Verge – The tech sector is leaving the rest of the US economy in its dust When Donald Trump was elected president last November, share prices for America’s big banks and construction firms rose sharply. The bet was that the Trump administration would deregulate the financial sector and approve a massive infrastructure bill. Prices… Continue reading Technology Sector ETFs Under Trump
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Now The Trump Trade Also Works In Reverse
May 22, 2017
Barron’s – If Trump Were to Exit, Stocks Could Surge Wharton finance professor and market guru Jeremy Siegel says the Dow would climb 1000 points if President Trump is driven out of office. Wharton finance professor Jeremy Siegel predicts that if President Donald Trump is driven out of office, the Dow could jump by 1,000 points,… Continue reading Now The Trump Trade Also Works In Reverse
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The Fed’s Difficult Task Of Exiting Markets
May 22, 2017
The Wall Street Journal – Here’s Why the Fed Will Stay Central to Markets Federal Reserve officials grappling with the legacy of expansive stimulus would find it difficult to return to the central bank’s precrisis role on the sidelines of financial markets, analysts and central-bank watchers say. A long list of programs adopted to… Continue reading The Fed’s Difficult Task Of Exiting Markets