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January 7, 2016
Stalingrad & Poorski @Stalingrad Poor “I won’t short the CSI 300 again I promise”
Stalingrad & Poorski @Stalingrad Poor “I won’t short the CSI 300 again I promise”
Conference Call Presentation/Charts of the Week Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/010716.mp3|titles=Conference Call ] Topics Covered This Week Include: Topics GDP Now Versus QE Atlanta Fed GDPNow – A Poor Q4? US GDP Forecasts – Trending Lower Surprise Indices Payroll Going Sideways Half The Unemployment Drop Due To Falling Particaption Who Is Leaving The Workforce? Labor Conditions Are Worse… Continue reading Conference Call Presentation/Charts of the Week
Comment On January 7, 2016 at 9 AM CT (10:00 AM ET, 7:00 AM PT, and 15:00 GMT), Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webcast/teleconference moderated by Jim Bianco. Join us Thursday as we discuss the outlook for the economy and financial markets looking into 2016. We see… Continue reading What To Look For In 2016
Comment Jim Bianco was on Bloomberg TV yesterday discussing the markets and China. To view the interview, click on the image above. To view any of our recent interviews, click here. The Financial Times – China’s market meltdown a tale of policy mis-steps Effort to pursue reforms while distrusting risk is a toxic mix for… Continue reading Discussing The Markets
<Click on chart for larger image> The Wall Street Journal – Investors Poured Record $236 Billion Into Vanguard Last Year Largest annual flow of money to a mutual-fund firm is latest sign of shift away from money managers who try to handpick winners Investors poured an industry record $236 billion into mutual-fund company Vanguard Group… Continue reading Money Flows Into Vanguard
<Click on chart for larger image> The Financial Times – Gap between renminbi rates widens to record The gap between the renminbi’s two exchange rates has widened to a record, fuelling speculation that Beijing intends to allow its currency to depreciate at a faster rate than previously seen. The spread between the offshore market and… Continue reading The Yuan
<Click on chart for larger image> <Click on chart for larger image> The Financial Times – Internet stocks: Fangs a lot It is unsettling that, in 2015, the US stock market was propped up by four internet companies nicknamed Fang. The worry is that the strength of Facebook, Amazon, Netflix and Google (now called Alphabet,… Continue reading Market Performance And “FAANG” Stocks
<Click on chart for larger image> Bloomberg Business – Junk-Bond Pain Seen Ending as Wall Street Predicts 2016 Gains Yields close to 9% will lure buyers back into market Some analysts are forecasting gains of as much as 6% Never mind the rising defaults, the struggling energy industry and the battered mutual funds. Junk bonds… Continue reading Junk Bonds In 2016
Bloomberg Business – FOMC Minutes Guide: From 2016 Rate Path to Inflation Projections How confident were officials that four hikes will be possible? … Any explanation as to why there were no dissents. In the months leading up to the December FOMC meeting, several voting policy makers, including governors Lael Brainard and Daniel Tarullo, signaled… Continue reading What To Look For In The FOMC Minutes
<Click on chart for larger image> The Financial Times – Brent crude oil slides below $35 for first time in a decade Oil continued its volatile start to 2016 with Brent crude falling below $35 a barrel for the first time in more than a decade, surpassing lows reached in December as a seemingly relentless… Continue reading Brent Crude Oil Continues To Slide
The Financial Times – Martin Wolf: Why global economic disaster is an unlikely event What matters is not whether the world will be well managed but whether calamity will be avoided There is a great deal of ruin in a nation. Thus did the wise Adam Smith rebuke a correspondent’s worry that ruin was bound… Continue reading The Global Economy
<Click on graphic for larger image> The Wall Street Journal – North Korea Bomb Test Thrusts It Back Into World Spotlight Reclusive nation’s test challenges U.S. to be more active in responding to its threat North Korea’s latest nuclear bomb test thrusts the reclusive nation back into the diplomatic spotlight, challenging the U.S. to take… Continue reading North Korea Tests A Bomb