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July 24, 2015
This is an image of card now available in Silicon Valley area greeting card stores Is this a sign of a high for tech startups?
This is an image of card now available in Silicon Valley area greeting card stores Is this a sign of a high for tech startups?
Comment Today at 9 AM CT (10:00 AM ET, 7:00 AM PT, and 15:00 BST), Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webcast/teleconference moderated by Jim Bianco. Will the Fed hike rates in September? If so, why? Join us today as we make the case that the Fed will… Continue reading Why Is The Fed Tightening?
Comment Jim Bianco was on Bloomberg TV Asia yesterday discussing commodities, earnings, the overall health of the economy, and the FOMC. To view the interview, click on the image above. To view any of our recent interviews, click here. Bloomberg.com – Commodities Stir Fears Over Global Economy: Jim Bianco Jim Bianco, president and founder at… Continue reading Falling Commodities
<Click on chart for larger image> Bloomberg.com – Fed September Liftoff Odds Stay at 50% Despite Global Troubles Forget the world crises Six weeks of international turmoil from Greece to China have had zero impact on economists’ outlook for the first Federal Reserve rate rise. Odds for a September liftoff remain at 50 percent, exactly… Continue reading Timing The Rate Hike
Real Time Economics (WSJ Blog) – Absence of Fed Dissents Doesn’t Mean Dissent is Absent By the numbers, Federal Reserve policy makers are more united today than they’ve been in years. But unanimous votes don’t mean officials are marching in lockstep toward their first rate increase in nearly a decade. The Federal Open Market Committee’s… Continue reading FOMC Dissent
MoneyBeat (WSJ Blog) – Here’s One Way to Replicate Hedge Fund Returns Tim Edwards, senior director of index investment at the firm, says he has built a simple model that combines stocks and bonds and which replicates the average performance of hedge funds…Mr. Edwards said his simple replication strategy invested half in U.S. bonds, via… Continue reading Replicating Hedge Fund Returns
Real Time Economics (WSJ Blog) – How Does Euro Membership Help Germany? The Greek crisis and German hostility toward a third bailout for the troubled country provide an appropriate time to examine Europe’s largest economy’s relationship to the single currency. How does euro membership help Germany? Where might it hurt? The relative weakness of the… Continue reading Germany’s Cost Benefit Analysis For Euro Membership
The Financial Times – Douglas Hodge (Pimco): Low bond liquidity presents little risk While there is consensus that liquidity in certain sectors of the bond market has changed, there is not, however, widespread agreement on the magnitude of this shift or its implications. Indeed, one prevailing, albeit extreme, view is that liquidity challenges will only… Continue reading No Need To Worry About Lack Of Bond Market Liquidity
Bloomberg.com – Greece Faces August Deadline After Tsipras Meets Creditor Terms Greek Prime Minister Alexis Tsipras’s 4 a.m. win in Parliament sets the clock ticking on yet another make-or-break deadline: Aug. 20, when Greece will need to wrap up a new bailout in order to make a payment to the European Central Bank. The measures… Continue reading Greece’s Next Deadline
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Conference Call Presentation/Charts of the Week Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/072315.mp3|titles=Conference Call ] Topics Covered This Week Include: Summary/Conclusion Predicting A September Rate Hike Bloomberg’s “Public” Odds CME Fed Watch It’s A Range Not A Point What Do Economists Think The Current Fed Funds Rate Is? Yellen On Market Probability Of A Hike More On Yellen On Market… Continue reading Conference Call Presentation/Charts of the Week
Barrons – Gold Is Falling So Hard It Looks Like Capitulation Gold is a falling knife. I am not advising investors try to catch it. The trend is down, and as of today a fairly sizeable technical pattern is broken to the downside. But there is something intriguing now about the yellow metal, and it… Continue reading Reasons To Like Gold