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Is This The Most Important Person On The Planet Until June 23rd?

June 8, 2016

UPDATED #EURef projection: REMAIN 54 (-1) LEAVE 46 (+1) 24% chance of #Brexithttps://t.co/rhRhKe4Rtd#EURefReady pic.twitter.com/DAPh6ttIAK — NCP EU Referendum (@NCPoliticsEU) June 6, 2016 <Click on image  for larger image> Numbers Crunchers Politics – Matt Singh: Brexit likelihood has increased, but Remain is still favourite In other words, Leave would need to be leading by more than… Continue reading Is This The Most Important Person On The Planet Until June 23rd?

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Crude Oil On The Rise

June 8, 2016

<Click on chart for larger image> The Fiscal Times – Why Oil Prices Have Hit an 8-month High Last year, there was also a rally into June and that came to an end when the U.S. rig count started to increase … if we have another increase this week and another next week, then it… Continue reading Crude Oil On The Rise

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Talking Markets

June 8, 2016

<Click on image to view video> Comment Jim Bianco was on Bloomberg Asia last night discussing the U.S. markets. To view the interview, click on the image above. To view any of our recent interviews, click here.

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Trump And The Markets

June 8, 2016

<Click on chart for larger image> USA Today – Experts: President Clinton better for financial markets According to Johnson, winners under a President Trump would likely be traditional energy companies, sectors such as fast-food restaurants that rely on minimum-wage labor and large pharmaceutical firms. Johnson also says traditional energy companies such as coal, natural gas… Continue reading Trump And The Markets

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The ECB Purchases More Corporate Bonds

June 8, 2016

<Click on graphic for larger image> Bloomberg Business – Draghi Fires Starting Gun on Corporate Bond Purchases in Europe Engie, Telefonica, Generali bonds among those bought by ECB The European Central Bank entered new territory in its efforts to stimulate the euro region’s flagging economy, plunging into the corporate bond market on Wednesday and buying… Continue reading The ECB Purchases More Corporate Bonds

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Is Cash Hoarding Coming To Europe?

June 8, 2016

Reuters – Exclusive: Commerzbank considers hoarding billions to avoid ECB charges – sources Commerzbank, one of Germany’s biggest lenders, is examining the possibility of hoarding billions of euros in vaults rather than paying a penalty charge for parking it with the European Central Bank, according to sources familiar with the matter. Such a move by… Continue reading Is Cash Hoarding Coming To Europe?

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We’re All Passive Investors Now – Even Active Managers Admit It

June 8, 2016

Bloomberg Business – Active Managers Seen Needing to Shed as Much as $10 Trillion ‘Pretty clear’ active managers haven’t performed, Kraus says Active investment managers may need to shrink assets by as much as a third if they want to beat industry benchmarks, Peter Kraus, chief executive officer of AllianceBernstein Holding LP, said. The $30… Continue reading We’re All Passive Investors Now – Even Active Managers Admit It

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Why U.S. Interest Rates Will Stay Low Forever

June 8, 2016

MarketWatch.com – Jeff Reeves: Why U.S. interest rates will stay low forever No case for a hike — not now, this year, or even 2017 The reality is that expectations about rate hikes have been way too aggressive. Like clockwork, policymakers and pundits predict higher rates in the medium-term — and are always proven wrong.… Continue reading Why U.S. Interest Rates Will Stay Low Forever

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The Rise Of AI And The Jobs Market

June 8, 2016

<Click on chart for larger image> The Wall Street Journal – How to Revitalize U.S. Manufacturing Nine policies that could spark new growth in factory jobs and the economic benefits they bring After a long decline, manufacturing is returning to the U.S. Now it may be time for U.S. policy makers to give it an… Continue reading The Rise Of AI And The Jobs Market

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Productivity

June 8, 2016

<Click on chart for larger image> The Wall Street Journal – Weak Productivity, Rising Wages Putting Pressure on U.S. Companies Economists fret how trends may affect inflation and broader growth When wage compensation outruns productivity, the result is an acceleration in labor costs per unit of output. In the first quarter, those costs rose 4.5%… Continue reading Productivity

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Cartoons

June 8, 2016

None Today

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Are “Ex-Energy” Earnings And Revenues Telling A Different Story?

June 7, 2016

The Financial Times – Pessimists on earnings growth have got it wrong The third wave of deflation that hit the global economy over the past year is passing, with limited damage to the developed world. The emerging markets crisis of 2015 caused both a global manufacturing recession and a downwards adjustment in inflationary expectations globally,… Continue reading Are “Ex-Energy” Earnings And Revenues Telling A Different Story?