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Stocks Returned 1.9% Last Month…Time To Revisit The January Barometer

February 2, 2017

<Click on graphic for larger image> Schaeffer’s Investment Research – Indicator of the Week: Will Bulls Break the January Barometer? SPX’s strong January return bodes well for large-cap stocks through year’s end The first month of 2017 is in the books, with the S&P 500 Index (SPX) gaining around 1.8%. The January Barometer is a… Continue reading Stocks Returned 1.9% Last Month…Time To Revisit The January Barometer

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Even Japanese Yields Are On The Rise

February 2, 2017

<Click on chart for larger image> The Financial Times – Japan’s 10-year government bond yields rise above 0.1% Yield on Japan’s 10-year notes rose to 0.107 per cent on Thursday in afternoon trading, having first fallen below the 0.1 per cent level on January 29 2016 when the Bank of Japan decided to cut interest… Continue reading Even Japanese Yields Are On The Rise

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The M&A Binge

February 2, 2017

<Click on graphic for larger image> Bloomberg Markets – Global M&A Is Having a Moment With Best Start to Year Since 2000 With pent-up demand from 2016 and the challenges of an unpredictable U.S. administration ahead, companies seeking to get deals done kicked off this year with a bang. Global M&A activity amounted to $224… Continue reading The M&A Binge

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Shadow Banking Continues To Grow

February 2, 2017

<Click on graphic for larger image> Bloomberg Gadfly – Lisa Abramowicz: America’s Shadow Bank Is Growing A divide is growing in the U.S. corporate debt market. On the one hand, publicly issued bonds have become more transparent. They are more regulated and more easily accessible to all types of investors through stock-like shares of exchange-traded… Continue reading Shadow Banking Continues To Grow

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Newsclips

Harry Dent Can’t Make Up His Mind

February 2, 2017

Peak Prosperity (Blog) – Harry Dent: Stocks Will Fall 70-90% Within 3 Years Economist and cycle trend forecaster Harry Dent sees crushing deflation ahead for nearly every financial asset class. We are at the nexus of a concurrent series of downtrends in the four most important predictive trends he tracks. Laying out the thesis of… Continue reading Harry Dent Can’t Make Up His Mind

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More On Companies Mentioning Trump During Earnings Calls

February 2, 2017

<Click on graphic for larger image> The Wall Street Journal – For Many Firms, Trump Dominates Earnings Calls The biggest U.S. companies are reporting improved profits for the final quarter of 2016—and touting rosier prospects for 2017—but much of the discussion this earnings season has centered on President Donald Trump. From Apple Inc. to Exxon… Continue reading More On Companies Mentioning Trump During Earnings Calls

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Cartoons

February 2, 2017

<Click on cartoon for larger image>

Charts of the Week

Charts of the Week

February 1, 2017

Charts of the Week Topics Covered This Week Include: An Updated Look At Q4 2016 Earnings Estimates Company Guidance Is Elevated Uncertainty Really What We Think It Is? Fund Flows – Passive Still Preferred European Interest Rates The Eurozone’s Economic Recovery Strong High Yield Issuance, However Investor Flows Waning Inflation Rising, However markets Remain Mostly… Continue reading Charts of the Week

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Don’t Expect Any Excitement From Today’s FOMC Meeting

February 1, 2017

<Click on chart for larger image> CNBC – This is how the Fed could surprise markets Wednesday The Fed is not expected to take any action, but it could turn sentiment Wednesday. Strategists say while the Fed is not expected to raise interest rates, it could talk the talk of a confident-sounding central bank, set… Continue reading Don’t Expect Any Excitement From Today’s FOMC Meeting

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The CNBC Fed Survey

February 1, 2017

<Click on graphic for larger image> <Click on graphic for larger image> CNBC – Trump’s protectionism biggest threat to US economy’s growth, CNBC Fed Survey respondents say Concern about protectionism from President Donald Trump is clouding the outlook on Wall Street, with respondents to the January CNBC Fed Survey saying trade policies could overshadow the effects… Continue reading The CNBC Fed Survey

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The Markets And The Fed’s Dots

February 1, 2017

Bloomberg View – David Ader: Markets Are Right Not to Fall in Line With Fed’s Dots No one expects the Federal Reserve to raise interest rates this week when policy makers meet. It’s doubtful that they do anything at their next meeting in March, either. It’s only down the road, toward the end of the… Continue reading The Markets And The Fed’s Dots

Newsclips

Reflation Trades Continue to Deflate

February 1, 2017

The Wall Street Journal – As Yields Climb, Bonds Regain Allure as a Hedge Growing demand for Treasurys and other high-grade debt could limit losses for sovereign bonds The recent bond selloff has brought back one of the main reasons for investors to hold them: as an insurance policy.Sovereign-bond yields across the developed world tumbled to… Continue reading Reflation Trades Continue to Deflate