Newsclips
Cartoons
November 14, 2016
<Click on cartoon for larger image>
<Click on cartoon for larger image>
Yesterday we hosted a conference call titled Now That The Election Is Over. The handout, mp3 replay and a webcast replay are below. Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/111016.mp3|titles=Conference Call ] Webcast (short download) [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=327″] Comment We discussed the market’s strong movement since Tuesday’s election – rising stocks, soaring interest rates and a strong dollar. The markets… Continue reading Now That The Election Is Over
The Financial Times – Trump rhetoric must be measured by markets ‘Trumpflation’, a ‘tariff tantrum’ and a fight with the Fed are all on the risk list Trumpflation Markets assume President Trump will mean stimulus at last. In some form, this is correct. That explains the explosive rise in bond yields, and the steepening of… Continue reading Talking Trump
The Wall Street Journal – Why Forecasts for a Trump Victory Market Collapse Were So Wrong Analysts expected equities market to crash with a GOP upset, but after a brief dip they have rallied instead Analysts predicted a collapse in global share prices in the event of a Donald Trump election victory. They were wrong,… Continue reading Getting The Trump Victory Wrong
The Wall Street Journal – The GOP’s Down Ballot Sweep The party adds to its historic dominance at the state level. How a President Donald Trump will change the Republican party isn’t obvious, amid countless media predictions of doom. But one under-reported story of Tuesday’s election is that reform-minded Republicans continued their march in the… Continue reading The State Of The Political Parties
<Click on chart for larger image> The Wall Street Journal – OPEC’s Oil Production Cut in Doubt as Output Flows OPEC members Nigeria, Libya and Iraq drove the bulk of the increase in October The Organization of the Petroleum Exporting Countries pumped more crude oil last month even as the group geared up to complete a… Continue reading OPEC Cannot Stop Pumping
None Today
Comment Today at 9 AM CT (10 AM ET, 7 AM PT and 15:00 GMT) Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webcast/teleconference moderated by Jim Bianco. Join us today as we assess the markets and economy in light of the election. Click here to register [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=327″]
<Click on graphic for larger image> The Wall Street Journal – Donald Trump’s Win Hailed by Europe’s Populists as Proof of Anti-Establishment Momentum A ‘victory of freedom,’ says National Front’s Marine Le Pen European populists seized on Donald Trump’s election Wednesday as evidence of a sea change that will help sweep away the continent’s political establishment… Continue reading Will Trump’s Victory Spur More Populism In Europe?
<Click on graphic for larger image> Bloomberg.com – Trump Victory Wipes $337 Billion Off Market as Global Bonds Drop Bigger chance of Fed hike under Trump presidency, Westpac says U.S. 10-year note yield jumped most since 2013 on Wednesday Investors saw $337 billion wiped off the value of securities that comprise an index of global bonds… Continue reading Bonds Blow Up
DealB%k (NYT Blog) – Why Stock Markets, Initially Shaken, Went Up After Trump’s Victory After a sharp sell-off overnight in Asia, markets staged a recovery on Wednesday as investors shook off the shock of a Donald J. Trumppresidency and began to focus on whether his mix of policies could spur a still-fragile global economic recovery. Futures… Continue reading Stocks Rally
The Financial Times – IEA warns of ‘relentless’ oil supply growth without Opec accord Watchdog warns of the ‘scale’ of the task facing producers’ organisation The oil market faces another year of “relentless” supply growth unless Opec can clinch a deal to cut output, the International Energy Agency said on Thursday, with producers around the… Continue reading Is Another Oil Glut Coming?