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Heading To A Brokered Convention – Will Paul Ryan Be The Nominee?

March 29, 2016

The New York Times – (March 19, 2016) Republican Leaders Map a Strategy to Derail Donald Trump Republican leaders adamantly opposed to Donald J. Trump’s candidacy are preparing a 100-day campaign to deny him the presidential nomination, starting with an aggressive battle in Wisconsin’s April 5 primary and extending into the summer, with a delegate-by-delegate… Continue reading Heading To A Brokered Convention – Will Paul Ryan Be The Nominee?

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GDPNow Takes A Dive

March 29, 2016

<Click on graphic for larger image> Federal Reserve Bank Of Atlanta – GDPNow The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2016 is 0.6 percent on March 28, down from 1.4 percent on March 24. After this morning’s personal income and outlays release from the U.S.… Continue reading GDPNow Takes A Dive

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What Is A “Household” In The Flow Of Funds Report?

March 29, 2016

<Click on graphic for larger image> Bloomberg Business – Hedge Fund Invasion of U.S. Treasuries Puts Bond Traders at Risk Hedge funds are crowding into U.S. Treasuries, and that has bond traders bracing for more turbulence. While the Federal Reserve doesn’t break out hedge-fund ownership, a group seen as a proxy increased its holdings to… Continue reading What Is A “Household” In The Flow Of Funds Report?

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Liquidation Of Short Positions Leads To Rally In Crude Oil

March 29, 2016

<Click on graphic for larger image> Bloomberg Brief – Oil Rally Led by Biggest Short Liquidation on Record As crude has soared 50 percent since Feb. 11, the number of bets on increased prices has barely budged. Instead, the upward pressure on prices appears to have come from traders cashing out of bearish wagers at… Continue reading Liquidation Of Short Positions Leads To Rally In Crude Oil

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Oil Firms Slow Exploration

March 29, 2016

The Wall Street Journal – Oil Firms Slow Exploration to Weather Low-Price Era Major energy companies combined replaced 75% of their production in 2015 The world’s biggest oil companies are draining their petroleum reserves faster than they are replacing them—a symptom of how a deep oil-price decline is reshaping the energy industry’s priorities. In 2015,… Continue reading Oil Firms Slow Exploration

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Timing The Next Rate Hike

March 29, 2016

<Click on chart for larger image> The Wall Street Journal – Fed’s Williams: Future Rate Increases to Be ‘Gradual and Thoughtful’ Official calls Fed outlook ‘most telegraphed monetary policy of our lifetimes’ Federal Reserve Bank of San Francisco President John Williams said Tuesday that the U.S. central bank has entered a welcome period in which… Continue reading Timing The Next Rate Hike

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Commodity Prices May Fall Again

March 29, 2016

<Click on chart for larger image> Bloomberg Business – Barclays Warns Commodities May Slump on a `Rush for the Exits’ Oil may drop to low $30s a barrel in selloff, Norrish writes Commodities including oil and copper are at risk of steep declines as recent advances aren’t fully grounded in improved fundamentals, according to Barclays… Continue reading Commodity Prices May Fall Again

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Don’t Believe The Rally In Risk Assets

March 29, 2016

The Wall Street Journal – The Markets Have a Message: Don’t Believe This Rally As risky assets have rebounded since mid-February, the havens to which investors rushed during the earlier panic haven’t had an equivalent selloff Amid the epic recovery in risky assets since mid-February, one thing has been missing: an equivalent selloff of the… Continue reading Don’t Believe The Rally In Risk Assets

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Why Central Banks Can’t Save The World Economy

March 29, 2016

Bloomberg Business – Flood of Central Bank Moves Can’t Get World Economy Out of Rut World growth this year seen as about the same as last year Central bankers have managed to steer the world economy clear of a recession while leaving it stuck in the same rut that led to its troubles in the… Continue reading Why Central Banks Can’t Save The World Economy

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More On The Gig Economy

March 29, 2016

<Click on graphic for larger image> The Wall Street Journal – Contract Workforce Outpaces Growth in Silicon-Valley Style ‘Gig’ Jobs New research shows labor shift affects health care, education and other industries that have traditionally offered stable employment Uber drivers aren’t the only “gig” workers rattling the U.S. economy. Older workers, especially women, increasingly are… Continue reading More On The Gig Economy

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Cartoons

March 29, 2016

None Today

Newsclips

The Boldest Earnings Call Ever?

March 28, 2016

<Click on chart for larger image> Barron’s – Margolies: Earnings Could Be a Pleasant Surprise Stelliam’s Ross Margolies sees 10% earnings growth for S&P 500. He’s bullish on Anadarko and Delta. Barron’s: How do you see the stock market? Margolies: It has been a real roller-coaster ride. There are two issues that investors need to… Continue reading The Boldest Earnings Call Ever?