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Ultra Long-Term Bonds Around The World Are Performing Well This Year

July 5, 2016

<Click on graphic for larger image> Bloomberg.com –You Could Have Made a Fortune This Year Buying Government Bonds That Yield Almost Nothing Remember the widowmaker? The downward march of long-term bond yields in 2016, which have sent the entire Swiss yield curve into negative territory, has been a wonder to behold.  For investors who bet… Continue reading Ultra Long-Term Bonds Around The World Are Performing Well This Year

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Disappointing Earnings Expected To Continue

July 5, 2016

<Click on chart for larger image> The Financial Times – Longest earnings recession since crisis looms for US shares Energy expected to weigh heavily on S&P 500 results and financials struggle to boost profits US companies face another bleak earnings season with analysts forecasting the longest profit recession since the financial crisis. Energy groups are… Continue reading Disappointing Earnings Expected To Continue

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The U.S. Is Expected To Become The Largest Economy Once Again After Brexit Vote

July 5, 2016

 The Wall Street Journal – Brexit Will Put the U.S. Back Atop the World GDP Rankings Without the U.K., the EU will lose its claim to the world’s largest economy When European Union negotiators sit down to talk trade deals, they have long been able to claim to represent the largest economy in the world. With… Continue reading The U.S. Is Expected To Become The Largest Economy Once Again After Brexit Vote

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The Pound’s 100-Year Debasement

July 5, 2016

<Click on graphic for larger image> Bloomberg Business – Brexit Accelerates the British Pound’s 100 Years of Debasement In 1967, U.K. Prime Minister Harold Wilson declared devaluation wouldn’t diminish the “pound in your pocket.” Chancellor of the Exchequer Norman Lamont admitted he was heard “singing in the bath” after sterling’s link to the deutsche mark… Continue reading The Pound’s 100-Year Debasement

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British Mutual Fund Halts Withdrawals

July 5, 2016

The Star – British mutual fund halts withdrawals as investors panic over Brexit vote  The decision to leave the European Union in a vote last month may question stability of London’s booming real estate market. A British mutual fund with large investments in London commercial real estate said on Monday that it had suspended requests… Continue reading British Mutual Fund Halts Withdrawals

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Why The Second Half Of The Year Could Be Volatile

July 5, 2016

USA Today – Mark Hulbert: Fasten your seatbelts: No telling where markets will go in 2nd half There’s just as much chance the stock market will soar in the second half of this year as plunge. That at least is the conclusion based on an analysis of the historical relationship between the stock market’s first-half-of-year performance… Continue reading Why The Second Half Of The Year Could Be Volatile

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Cartoons

July 5, 2016

None Today

Newsclips

Brexit And The Markets

July 1, 2016

[audio:https://www.biancoresearch.com/bianco/SubscriberArea/063016.mp3|titles=Conference Call ] Audio [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=313″] Comment Yesterday we hosted a conference call titled Brexit And The Markets? The mp3 replay and handout are above. The webcast and transcript of the call will be available on Tuesday.

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Newsclips

The Fed Model

July 1, 2016

<Click on graphic for larger image> Bloomberg.com – Brexit Steamrolls Fed Model for Stock Bulls as Bond Yields Drop The dangers of relying on valuation as a tool for market timing are on display right now in U.S. equities. At issue is something known as the Fed Model, a comparison of stock and bond yields… Continue reading The Fed Model

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Why The Betting Markets Failed

July 1, 2016

The Financial Times – Brexit shows no greater loser than political and market experts In a bizarre political season throughout the western world, which in Britain has taken a turn into the surreal, there have been no greater losers than the experts. Populations across the world have lost faith in the expert guidance of professional… Continue reading Why The Betting Markets Failed

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New Record Low In U.S. Yields

July 1, 2016

<Click on chart for larger image> Bloomberg.com – U.S. Yields Fall to Record as BlackRock, Vanguard See More Gains Yields have been plunging to all-time lows around the world Low rates won’t last forever, Fed’s Bullard warns investors Yields on 10- and 30-year U.S. Treasuries fell to record lows, defying forecasters who for years have… Continue reading New Record Low In U.S. Yields

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Easy Central Banks Saving The Day

July 1, 2016

<Click on chart for larger image> Reuters – Bond yields sink as central banks head for easier policy The prospect of further cuts in interest rates and bond-buying to support a fractured global economy kept stock markets on the up in Europe and Asia on Friday, and drove U.S. and European government bond yields to… Continue reading Easy Central Banks Saving The Day