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What Does Bitcoin’s Surge Mean For China?

December 27, 2016

<Click on chart for larger image> Australian Financial Review – Bitcoin soars through $US900 to approach 3-year high Chinese and Indian investors hoping to evade strict capital controls and circumnavigate cash restrictions have flooded into Bitcoin, sending the cryptocurrency soaring 17 per cent in one week and topping off a dramatic year for the extremely volatile asset… Continue reading What Does Bitcoin’s Surge Mean For China?

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Frontier Markets

December 27, 2016

<Click on graphic for larger image> The Wall Street Journal – One of 2016’s Worst-Performing Assets: Frontier Markets Investors pulled $840 million in 2016 from frontier-market funds through Dec. 21 A stock index tracking some of the world’s riskiest, potentially fastest-growing investments has missed out on this year’s global rally, the latest sign of the… Continue reading Frontier Markets

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The Fed is 103 Years Old

December 27, 2016

The Wall Street Journal – A Look Back at the Federal Reserve’s Creation, On Its 103rd Birthday President Wilson signed the Federal Reserve Act into law on Dec. 23, 1913 Friday marks 103 years since President Woodrow Wilson signed the Federal Reserve Act into law, kicking off America’s latest—and as yet, most enduring—experiment with central… Continue reading The Fed is 103 Years Old

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Scary Talk

December 27, 2016

CNBC – Since Trump’s win, investors have fallen for ‘fairy dust’: Citi economist Stocks have soared to all-time highs since the election of Donald Trump, but some market watchers may say the rally has gone too far, too fast.  William Lee, head of North America economics at Citigroup, said Thursday on CNBC’s “Trading Nation” that the… Continue reading Scary Talk

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A Very Bad Year

December 27, 2016

ZeroHedge (blog) – In His Latest Letter, Odey Refuses To Throw In The Towel With his fund down ~50%  YTD, one wonders if Crispin Odey should be thinking about quietly exiting stage left after a long and mostly illustrious career. However, as his latest letter suggests, Odey is just getting his second, or maybe third, wind… Continue reading A Very Bad Year

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Cartoons

December 27, 2016

None Today

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Newsclips

The Reflation Trade: Real Growth Or Inflation?

December 23, 2016

Comment Yesterday we hosted a conference titled The Reflation Trade: Real Growth Or Inflation? An mp3 replay and the handout are below.   Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/122216.mp3|titles=Conference Call ] [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=342″]

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GDPNow Has Stabilized Around 2.5%

December 23, 2016

<Click on graphic for larger image> Federal Reserve Bank of Atlanta – GDPNow The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of 2016 is 2.5 percent on December 22, down from 2.6 percent on December 16. The forecasts of fourth-quarter real personal consumption expenditures and real intellectual… Continue reading GDPNow Has Stabilized Around 2.5%

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Newsclips

Italy Prepares To Bail Out Monte dei Paschi

December 23, 2016

The Wall Street Journal – Italy Sets Up Fund to Help Troubled Banks Move to create €20 billion fund comes shortly after Monte dei Paschi says it failed to raise capital Italy’s government has set up a backstop fund to shore up troubled banks, setting the stage for the rescue of troubled Italian lender Banca Monte… Continue reading Italy Prepares To Bail Out Monte dei Paschi

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The Bitcoin Bull Market Continues

December 23, 2016

<Click on graphic for larger image> Bloomberg.com – Bitcoin Surges Above $900 on Geopolitical Risks, Fed Tightening Cryptocurrency jumps to highest level in almost three years Bitcoin is beating all major currencies, stock indexes in 2016 Bitcoin headed for its biggest weekly jump since June as rising geopolitical risks boosted demand for alternative assets.  The cryptocurrency… Continue reading The Bitcoin Bull Market Continues

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Newsclips

Bond Trading

December 23, 2016

<Click on graphic for larger image> The Wall Street Journal – Fixed Income Boosts Battered European Banks The political shocks of 2016 spurred wild rides in currencies and interest rates, a boon for lenders with big trading operations Bond trading is back. The question for European investment banks is just how much they can cash in.… Continue reading Bond Trading

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Emerging Markets

December 23, 2016

The Financial Times – Emerging market equity funds record redemptions of $3.7bn Net outflows reach 5-week high on rising dollar and uncertain trade policy Net redemptions from emerging market equity funds reached a five-week high in the latest week amid pressure from the rising dollar and uncertainty about trade policy in the US, especially with… Continue reading Emerging Markets