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Have Central Banks Created The Perfect Scenario For Risk Markets?

July 25, 2016

Have Central Banks Created The Perfect Scenario For Risk Markets? A transcript of the July 21, 2016 conference call. Handout   Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/072116.mp3|titles=Conference Call ]   Webcast (download if flash video does not work below) [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/072116.flv” width=”600″ height=”495″ description=”” player=”3″ autoload=”false” autoplay=”false” loop=”false” autorewind=”false” skin=”functional” /]   [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=320″]

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Talking Stocks And Earnings

July 25, 2016

Comment On Friday Jim was on Fox Business with Moody’s Chief economist John Lonski talking about the divergence between stock prices (up) and the earnings trend (down).  To view the interview, click on the image above. To view any of our recent interviews, click here. The next set of charts show earnings growth rates that… Continue reading Talking Stocks And Earnings

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Trump Gets His Bounce

July 25, 2016

CNN – Donald Trump bounces into the lead Donald Trump comes out of his convention ahead of Hillary Clinton in the race for the White House, topping her 44% to 39% in a four-way matchup including Gary Johnson (9%) and Jill Stein (3%) and by three points in a two-way head-to-head, 48% to 45%. That… Continue reading Trump Gets His Bounce

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S&P 500 Forward PE Ratio

July 25, 2016

<Click on chart for larger image> CNBC – Michael Santoli: Breakdown of the bubble vs bargain debate Getting a fix on stock-market valuation is both simple and mysterious. There are countless methods for calculating how shares are valued and sundry theories for what they “should” be worth. Valuation is such a malleable concept that we… Continue reading S&P 500 Forward PE Ratio

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Timing The Next Rate Hike

July 25, 2016

Bloomberg Business – Yellen Still Waiting for Overwhelming Evidence to Warrant Hike Fed’s July meeting will set stage for possible September move Since the policy-setting Federal Open Market Committee last gathered six weeks ago, economic reports have shown one example of U.S. resilience after another following a slow first quarter. When the monetary policy panel… Continue reading Timing The Next Rate Hike

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Measuring Oil Inventories

July 25, 2016

The Wall Street Journal – How Much Oil Is in Storage Globally? Take a Guess There isn’t a universal requirement for reporting on inventories, and it can affect prices The historic fall in oil prices has created a pileup of inventories, much of it stashed in tanks in the U.S. and other industrialized countries that… Continue reading Measuring Oil Inventories

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Wall Street’s Reputation

July 25, 2016

<Click on graphic for larger image> Bloomberg.com – Has Wall Street Been Tamed? Fines, job cuts and anger have taken a toll. Traders and brokers are struggling to adapt to stark new realities.  In an era defined by a populist backlash against rapacious capitalism, the business of finance has lost its mojo. An industry that… Continue reading Wall Street’s Reputation

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Low Volatility Funds

July 25, 2016

The Wall Street Journal – Stock Investors Pay Up for Peace of Mind Billions of dollars are pouring into funds that promise to minimize market swings—but at a cost Investors are pouring billions of dollars into funds that promise to minimize market swings, highlighting the anxiety that prevails after seven years of stock gains.  So-called… Continue reading Low Volatility Funds

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Cartoons

July 25, 2016

none today

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Have Central Banks Created The Perfect Scenario For Risk Markets?

July 22, 2016

Comment Yesterday we hosted a conference call titled Have Central Banks Created The Perfect Scenario For Risk Markets?  The mp3 replay, webcast replay and handout are below. Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/072116.mp3|titles=Conference Call ] [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=320″] Webcast (download if flash video does not work below) [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/072116.flv” width=”600″ height=”495″ description=”” player=”3″ autoload=”false” autoplay=”false” loop=”false” autorewind=”false” skin=”functional” /]

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A Brexit Distortion In The Surprise Indices?

July 22, 2016

CNBC – Summer surprise: Real rally or bout of euphoria? There may be something real underneath the rally — a series of economic and earnings surprises along with an important recalibration of the outlook for interest rates and the Federal Reserve.  The U.S. Citi Economic Surprise Index has swung from around -24 at the end… Continue reading A Brexit Distortion In The Surprise Indices?

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Talking Markets

July 22, 2016

<Click on image to view video> Comment Yesterday Jim was on Bloomberg TV discussing the markets and the Fed.  To view the interview, click on the image above. To view any of our recent interviews, click here.