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November 19, 2015
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Charts of the Week Topics Covered This Week Include: A Look At Q3 2015 Earnings Stocks And QE Stocks And QE, Detail Timing The Rate Hike Months To The First Hike The Market v. The Fed The Difference In Between Economists & The Market The Difference In Between Economists & The Market – 2 The… Continue reading Charts of the Week
Comment Yesterday we pointed out that while economists and the markets are finally both on the same page regarding a December rate hike, the conviction of these two groups still differs to a large degree. While 95% of economists in the recent Wall Street Journal Survey believe a hike is likely this year, the fed… Continue reading Explaining The Difference In Conviction Between Economists & The Market
The Wall Street Journal – Investor Shift: Hate the Oil, Love the Big Oil Company Interest reflects industry’s attempts to adjust to lower crude prices Investors remain downbeat on oil, but some are starting to buy the companies that pump it out of the ground. Since the beginning of October, Brent, the global oil benchmark,… Continue reading Still Bullish On Crude Oil, Still Losing Tons Of Money
<Click on chart for larger image> Bloomberg.com – Oil Tycoon Pickens’ Holdings Shrink in Prolonged Downturn Market value of energy holdings has fallen to $35.6 million TBP sold out of mostly smaller oil service companies Oil tycoon T. Boone Pickens reversed course in the third quarter by slimming down his energy holdings and selling several… Continue reading Your Daily Dose In Hedge Fund Pain
Comment Jim Bianco addresses a handful of market-related topics in the video above. To view the interview, click on the image above. To view any of our recent interviews, click here.
<Click on chart for larger image> Bloomberg Business – Treasuries Hang on Fed-Minutes Clues About Tightening Pace With Dec. rate increase seen almost certain, 2016 is new focus With a December interest-rate increase seemingly in the bag as far as investors are concerned, bond traders are now looking to Wednesday’s Federal Reserve meeting minutes for… Continue reading All Eyes On The Fed Minutes
The Telegraph – The world’s multi-trillion dollar bond market is circling the drain From British MPs to bank chiefs in the US – everyone seems to be worried about the lack of liquidity in the global fixed income markets Regardless, there’s little appetite among regulators to row back on capital rules. So liquidity may need… Continue reading World Bond Market Liquidity
<Click on chart for larger image> The Financial Times – Dollar bulls target further gains The dollar index, which measures the US currency against six of its major peers, tipped over 99.6 for the first time since April ahead of minutes of the central bank’s October meeting being published on Wednesday and a host of… Continue reading The Dollar Continues To Rally
<Click on chart for larger image> The Wall Street Journal – Inflation Picks Up, but the Trend Remains Soft Economists see mixed message in data as consumer-price index climbs 0.2% U.S. consumer prices rose in October amid an across-the-board uptick in a variety of services and major categories, but economists are divided on what that… Continue reading Looking At Inflation
CNBC – Yellen: Proposed Fed law would be ‘grave mistake’ Federal Reserve Chair Janet Yellen said she strongly opposes a legislative reform act of the central bank. in a letter Monday to House Speaker Paul Ryan and Minority Leader Nancy Pelosi, Yellen called the proposed law a “grave mistake,” that would undermine Fed policy and… Continue reading Yellen Discusses The FORM Act
<Click on graphic for larger image> Economics 21 – Caroline Baum: Clinton Highlights Political Performance Gap, Avoids Details “If you look at the Republicans versus the Democrats when it comes to economic policy, there is no comparison. The economy does better when you have a Democrat in the White House.” – Hillary Clinton, Oct. 13,… Continue reading GDP Growth By Presidential Term