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Page 1061 of 3385Charts of the Week
The Growing Divide Between Survey-Based Data And Realized Data
April 19, 2017
Handout, mp3 replay and webcast replay for our conference call titled The Growing Divide Between Survey-Based Data And Realized Data on April 20, 2017. The handout can be found here (starts with the second post). Q&A from this conference call can be found here. Mp3 replay can be heard below: Your browser does not support the audio… Continue reading The Growing Divide Between Survey-Based Data And Realized Data
Conference Calls
Will The Tax Rates Be Cut By The End Of 2017?
April 19, 2017
Conference Calls
Implied Volatility on the Rebound, Calling Soft Data’s Bluff
April 19, 2017
The Financial Times – Diverging US economic data raise questions over ‘Trump bump’ Gap between hard numbers and buoyant mood of companies and consumers is widening Since his inauguration, Donald Trump has enthusiastically trumpeted surging confidence readings, as well as stock market gains, as evidence that his presidency is yielding quick dividends for the US… Continue reading Implied Volatility on the Rebound, Calling Soft Data’s Bluff
Conference Calls
Bonds and Equities Disagreeing on Pace of Economic Growth
April 19, 2017
Comment The NFIB’s Uncertainty Index reported today for March remains well above its highest since prior to Trump’s election. However, the bond markets’ lack of volatility may be more a result of increased certainty over future growth. The arrival of Trump greatly raised the dispersion of growth expectations by economists, consumers, and business. But these… Continue reading Bonds and Equities Disagreeing on Pace of Economic Growth
Conference Calls
Extreme Divergence Between Confidence and Trump Approval Ratings
April 19, 2017
CNN/Money – Consumer confidence soars under Trump. Here’s what it means It’s also worth pointing out that the Conference Board’s consumer confidence index surged right after last November’s election as well — to the highest level since July 2007. The Great Recession began in December of that year and lasted until June 2009. All of… Continue reading Extreme Divergence Between Confidence and Trump Approval Ratings
Conference Calls
Hard Data May Catch Up, But Does NOT Imply Risk Assets Perform
April 19, 2017
The Financial Times – Global surveys or hard data – which are the fake news? In conclusion, we believe that the hard data in the US are understating activity growth in that economy, and consequently in the official GDP series for the global aggregate. We expect to see this reflected in much stronger growth in US… Continue reading Hard Data May Catch Up, But Does NOT Imply Risk Assets Perform
Conference Calls
Investors All Too Giddy Over Emerging Markets
April 19, 2017
The Wall Street Journal – This Is a Dangerous Time to Own Emerging Markets Some worry a recent buying spree has resulted in lofty valuations as geopolitical tensions rise A crack is forming in the emerging-market resurgence. Almost $60 billion went into assets of developing economies during the first months of 2017, helping emerging-market stocks and… Continue reading Investors All Too Giddy Over Emerging Markets
Conference Calls
U.S. Treasury Investors Stuck in Limbo
April 19, 2017
Macro Musings – James Bullard on Life as a Fed Bank President and Monetary Policy in 2017 In this week’s episode, Jim Bullard, the president and CEO of the Federal Reserve Bank of St. Louis, joins the show to discuss his work as a Federal Reserve executive and as a researcher in monetary policy. Bullard shares… Continue reading U.S. Treasury Investors Stuck in Limbo
Conference Calls
Maybe Friday’s Weak Payroll Number Was NOT Just Due To Weather
April 19, 2017
The Wall Street Journal – Economists React to the March Jobs Report: ‘Mostly Just Weather-Related Noise’ What economists and analysts said about Friday’s jobs report from the Labor Department The disappointing 98,000 increase in nonfarm payrolls in March will be seized upon by the usual suspects as confirmation that the U.S. economy is poised for… Continue reading Maybe Friday’s Weak Payroll Number Was NOT Just Due To Weather
Conference Calls
Earnings Update
April 19, 2017
The Financial Times – US earnings season sees play between hard and soft economic data Signs are promising despite divergence in consumer confidence versus unemployment A handful of big banks led by JPMorgan this week kicked off one of the more eagerly anticipated earning seasons in recent memory, with investors desperate for evidence that… Continue reading Earnings Update
Conference Calls
The Odds Of A June Hike Dip Below 50%
April 19, 2017
Bloomberg Business – Fed June Hike Odds Below 50% After Inflation Expectations Tumble Traders are pulling back from bets the Federal Reserve will raise interest rates in June as inflation expectations crumble. The odds of a hike have fallen back to about 44 percent from more than 60 percent earlier this month, based on a gauge… Continue reading The Odds Of A June Hike Dip Below 50%