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Talking Markets

November 20, 2015

Comment Yesterday Jim Bianco hosted an internal call talking about the Fed and outlook for the markets. Use the links below to listen/watch. Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/111915.mp3|titles=Conference Call ] Webcast [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/111915.flv” width=”600″ height=”495″ description=”” player=”3″ autoload=”false” autoplay=”false” loop=”false” autorewind=”true” splashimage=”https://www.biancoresearch.com/bianco/wp-content/themes/twentyten/images/splash.jpg” /]

Newsclips

China’s Central Bank

November 20, 2015

<Click on graphic for larger image> The Wall Street Journal – China’s Central Bank Picks New Target, but Old Problems Remain China’s central bank took a step toward modernity this week, laying the groundwork for a more market-based way of guiding the economy. But that doesn’t mean it will have an easier time boosting growth.… Continue reading China’s Central Bank

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Newsclips

The Minneapolis Fed Gets Another NK

November 20, 2015

Bloomberg View – Don’t Fear the New Boss at the Minneapolis Fed Narayana Kocherlakota is out at the Federal Reserve Bank of Minneapolis and Neel Kashkari is in. Is there some rule that the president of the Minnesota Fed must have the initials “NK”? … Many people, me included, believe that some sort of bailout… Continue reading The Minneapolis Fed Gets Another NK

Newsclips

Bitcoin

November 20, 2015

<Click on graphic for larger image> Bloomberg.com – Bitcoin Can’t Keep It Chill A price spike and plunge renews questions about the currency’s viability. Bitcoin evangelists say it will come into its own as more people start using it to buy stuff, rather than just holding on to it, hoping to make a killing. To… Continue reading Bitcoin

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Newsclips

Cartoons

November 20, 2015

Newsclips

The FOMC Minutes, The Fed Is All Set, The Market Is Still Not Completely Sold

November 19, 2015

<Click on chart for larger image> The Wall Street Journal- Fed Tipping Toward December Rate Hike, Minutes Show Federal Reserve officials meeting last month anticipated it “could well be” time to raise short-term interest rates at a December policy meeting after keeping them pinned near zero for seven years. Fed officials thus decided to change… Continue reading The FOMC Minutes, The Fed Is All Set, The Market Is Still Not Completely Sold

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Newsclips

China’s Treasury Holdings

November 19, 2015

<Click on chart for larger image> Bloomberg.com – China’s Holdings of U.S. Treasuries Drop to Seven-Month Low China’s holdings of U.S. Treasury securities fell to the lowest level since February as the nation continued to pare its foreign-exchange reserves to support the yuan. The biggest foreign holder of U.S. government debt had $1.258 trillion in… Continue reading China’s Treasury Holdings

Newsclips

Inflation

November 19, 2015

<Click on chart for larger image> <Click on graphic for larger image> As a quick refresher, we are aiming to indicate which categories are favoring a hiking cycle going into the Federal Reserves December 2015 meeting. Categories are as follows: Economic/Labor (gold) – Non-farm payrolls, U-3 unemployment, initial jobless claims, durable goods orders, capital goods… Continue reading Inflation

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Newsclips

More Arrests For China’s Financial Players

November 19, 2015

Bloomberg.com – Fear Spreads as China’s Finance Firms Face Arrests The high-drama highway arrest of a prominent hedge fund manager. Seizures of computers and phones at Chinese mutual funds. The investigations of the president of Citic Securities Co. and at least six other employees. Now, add the probe of China’s former gatekeeper of the IPO… Continue reading More Arrests For China’s Financial Players

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Determining The Reasons For Oil’s Decline

November 19, 2015

<Click on graphic for larger image> Bloomberg.com – ECB’s Solution to Oil Puzzle May Decide December QE Debate The European Central Bank’s decision on whether to inject fresh stimulus into the euro area next month may swing on a judgment over what’s causing a slide in oil prices. Both ECB President Mario Draghi and Executive… Continue reading Determining The Reasons For Oil’s Decline

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Newsclips

Money Managers Load Up On Corporate Debt

November 19, 2015

<Click on chart for larger image> Bloomberg.com – Money Managers Now Have a Record Proportion of Their Portfolio Dedicated to Corporate Bonds A financial market record was quietly reached this week. Allocations to corporate bonds by big buy-side investors moved to 35.5 percent, up from 35.3 percent last week, according to the latest Stone McCarthey… Continue reading Money Managers Load Up On Corporate Debt

Newsclips

Buffett’s Returns

November 19, 2015

CNBC – Warren Buffett is having an unusually bad year It hasn’t been a banner year for the Oracle of Omaha. Warren Buffett has seen shares of his Berkshire Hathaway fall more than 11 percent this year. Even worse, Berkshire shares have underperformed the S&P 500 by more than 10 percent. What makes this highly… Continue reading Buffett’s Returns