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The Chinese Government Gently Nudges Analysts For Rosier Outlooks

May 5, 2016

The Wall Street Journal – China Presses Economists to Brighten Their Outlooks Analysts and business reporters with gloomy views are urged to hew to government’s more-upbeat line Chinese authorities are training their sights on a new set of targets: economists, analysts and business reporters with gloomy views on the country’s economy. Securities regulators, media censors… Continue reading The Chinese Government Gently Nudges Analysts For Rosier Outlooks

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Oil Supply/Demand – No More Freeze

May 5, 2016

Bloomberg.com – OPEC to Head for June Talks Without Plan for Supply Limits Freeze plan may no longer be necessary as market improves Discord remains as members fail to agree on long-term strategy There are currently no proposals on the table for OPEC to revive limits on crude output at its June meeting after the… Continue reading Oil Supply/Demand – No More Freeze

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Newsclips

Remember When Fed Funds Actually Mattered?

May 5, 2016

Bloomberg Business – Replace Fed Funds Rate With New Benchmark, Bond Market Says Fed funds rate `slowly fading into irrelevance’: Credit Suisse U.S. fixed income market participants should begin using a new benchmark the Federal Reserve introduced earlier this year to replace the federal funds rate when pricing derivatives contracts, two industry groups said Wednesday.… Continue reading Remember When Fed Funds Actually Mattered?

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FOMC Expectations

May 5, 2016

<Click on graphic for larger image> Arbor Research – Peter Forbes: Feature Post: High Bar for Inflation Evidence Will Keep Fed on Hold The FOMC held as expected in April but attempted to keep further policy tightening in 2016 on the table. Though the formal assessment of the balance of risks did not appear in… Continue reading FOMC Expectations

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Testing “Too Big To Fail” In China

May 5, 2016

<Click on graphic for larger image> The Wall Street Journal – China Bondholders Lose Their Beijing-Bailout Confidence As signs of stress emerge in China’s huge corporate bond market, investors are getting a new message: Beijing may not be as ready as they thought to bail out troubled companies. Chinese companies have issued billions of dollars… Continue reading Testing “Too Big To Fail” In China

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Hedge Funds Go All In On Commodities

May 5, 2016

<Click on graphic for larger image> Bloomberg.com – On Bull-Market Brink, Citi Sees Commodity Gains as Goldman Jeers Flows into global commodity ETFs reach $18.3 billion this year `Doesn’t really make sense’ to be bearish, Citi’s Wilson says Commodity bulls, it might finally be time to exhale. There’s a growing chorus of voices and a… Continue reading Hedge Funds Go All In On Commodities

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Oil Companies Cut Spending

May 5, 2016

<Click on graphic for larger image> The Wall Street Journal – Oil Price Drop Vanquishes Cutting-Edge Projects The world’s largest energy companies are sidelining big ideas that they touted just a couple of years ago as the future of the industry. From Australia to the U.S. Gulf Coast, the casualties include ultra-deep-water drilling projects, huge… Continue reading Oil Companies Cut Spending

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The Cost Of Negative Yields

May 5, 2016

<Click on chart for larger image> The Financial Times – Negative bond yields cost investors $24bn annually Almost $10tn of negative yielding government bonds are costing investors about $24bn annually, according to calculations by Fitch, posing challenges to long-term investors that rely on sovereign debt as a bedrock of their portfolios. The rating agency warned… Continue reading The Cost Of Negative Yields

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Newsclips

Making Sense Of The Stock Rally

May 5, 2016

<Click on graphic for larger image> The Wall Street Journal – Ken Brown: Today’s Markets: A Place Where Nothing Makes Sense U.S. stock rally was full of contradictions and confusion Markets are teetering in large part because the rally we’ve just witnessed was so weird. That rally reversed a beginning-of-the-year selloff and wiped away worries… Continue reading Making Sense Of The Stock Rally

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Betting On Gold

May 5, 2016

Bloomberg.com – Druckenmiller Loads Up on Gold, Saying Bull Market Exhausted Billionaire says gold is his largest currency allocation Druckenmiller averaged annual returns of 30% for three decades Stan Druckenmiller, the billionaire investor with one of the best long-term track records in money management, said the bull market in stocks has “exhausted itself” and that… Continue reading Betting On Gold

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Newsclips

Bill Gross Speaks

May 5, 2016

Janus Capital – Bill Gross: Culture Clash Money for free! Well not exactly. The Piper that has to be paid will likely be paid for in the form of higher inflation, but that of course is what the central banks claim they want. What they don’t want is to be messed with and to become… Continue reading Bill Gross Speaks

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Bitcoin/Blockchain Will Change The World

May 5, 2016

CNBC – Larry Summers: ‘Overwhelmingly likely’ this will change finance forever It is “overwhelmingly likely” that the financial industry will adopt uses for the technology underpinning bitcoin, former Treasury Secretary Larry Summers said.  “I’m reasonably confident … that the blockchain will change a great deal of financial practice and exchange,” he said Tuesday from the… Continue reading Bitcoin/Blockchain Will Change The World