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Trump’s Twitter Feed And Market Volatility Outlook For 2017 

December 20, 2016

Bloomberg View – Mark Gilbert: Markets Are Going to Roil Next Year The sheer range of known unknowns for 2017 — the outlook for China’s economy, the effect of populism on European politics, the scattergun policy-making of president-elect Donald Trump — makes a low level of uncertainty unlikely to persist. For each of the major financial… Continue reading Trump’s Twitter Feed And Market Volatility Outlook For 2017 

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Trump vs Yellen

December 20, 2016

Bloomberg View – Clive Crook: Coming Soon: Trump vs. Yellen ..  The fact is, this economy is not the kind a new president would choose to inherit. It’s better to take over in a trough than at what might prove to be a peak. The stock market is testing the upper bounds of plausible valuation, the… Continue reading Trump vs Yellen

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Blackrock Lowers Fees On ETFs

December 20, 2016

Bloomberg.com – BlackRock Cuts Fees on ETFs as Price War Moves to Smart Beta BlackRock Inc., the world’s largest asset manager, is cutting expenses on six smart beta exchange-traded funds as competition heats up to win investors in a growing market. BlackRock is lowering fees for the ETFs by as much as 20 basis points,… Continue reading Blackrock Lowers Fees On ETFs

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Harry Dent Turns Bullish Days After Predicting Armageddon

December 20, 2016

Business Insider – An economist who predicted a 17,000-point stock-market crash just 10 days ago is suddenly bullish Harry Dent is bullish. Dent, an economist and one of the biggest doubters of the stock market’s rise since the end of the recession, said he no longer believes a crash is imminent for the market after persistently… Continue reading Harry Dent Turns Bullish Days After Predicting Armageddon

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Cartoons

December 20, 2016

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Stocks vs. Bonds

December 19, 2016

<Click on chart for larger image> Barron’s – Kopin Tan: Bonds and Stocks: Potential Double Trouble Investors are accustomed to seeing a bull market in equities counterbalance a bear market in bonds. What would happen if both go south? But if stocks look pricey, bonds are no bargain either. “We recognize that bonds play a… Continue reading Stocks vs. Bonds

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More On Ultra Long Bonds

December 19, 2016

<Click on graphic for larger image> Bloomberg.com – Mnuchin’s Ultra-Long Bond Idea Is an Ultra-Longshot for Treasury Adding maturity carries risk as investors prize predictability Look to 15- or 20-year debt, says Morgan Stanley’s Hornbach Ultra-long U.S. Treasuries look like an ultra-longshot.  That’s the message from traders, strategists and even duration-starved bond investors about the potential… Continue reading More On Ultra Long Bonds

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Is Sentiment Too Overdone?

December 19, 2016

Barron’s – Randall W. Forsyth: Everyone’s Optimistic About the Markets. Is It Time to Worry? The consensus is that the positive things that Trump has promised for investors will come to pass in . But will they? Clearly, the U.S. election results have produced marked changes in asset markets, with stocks, bond yields, and the… Continue reading Is Sentiment Too Overdone?

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Homebuilder Sentiment

December 19, 2016

<Click on chart for larger image> Bloomberg Business – Confidence Among Homebuilders in U.S. Surges to an 11-Year High Confidence among U.S. homebuilders surged in December to an 11-year high on prospects the election of Donald Trump will translate into a smaller regulatory burden on the industry, according to data Thursday from the National Association of… Continue reading Homebuilder Sentiment

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Sovereign Bond Scarcity In Europe

December 19, 2016

<Click on chart for larger image> Reuters – Scarcity threat pushes German 2-year yields to record low Two-year German government bond yields dropped to further record lows on Friday as banks loaded up on bonds likely to become scarcer after recent tweaks to the European Central Bank’s asset purchase programme. On a day when most… Continue reading Sovereign Bond Scarcity In Europe

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Very Bullish On Crude

December 19, 2016

<Click on chart for larger image> Bloomberg.com – Crude oil to script turnaround story in 2017 with traders’ bets at record Investors are the most optimistic on oil since the slump began two and a half years ago. Money managers boosted bets on rising West Texas Intermediate crude prices to the highest level since July… Continue reading Very Bullish On Crude

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Economists vs. The Fed

December 19, 2016

<Click on graphic for larger image> The Financial Times – Economists doubtful on three Fed interest rate rises The Federal Reserve will wait six months before raising interest rates again, according to a survey of top economists that suggests policymakers will maintain a cautious approach to tightening policy until they see the economic package US… Continue reading Economists vs. The Fed