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Charts of the Week

Conference Call Presentation/Charts of the Week

May 27, 2015

Conference Call Presentation/Charts of the Week Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/052815.mp3|titles=Conference Call ] Topics Covered This Week Include: The Bond Market Rout Economist Opinion Bond Market Sentiment Positive Convexity In 10+ Year Bonds 30-Year Treasury YTD Total Returns The Fed’s Third Mandate The Fed’s Dot Chart Is Financial Stability Still The #1 Concern For The Fed? Is Financial… Continue reading Conference Call Presentation/Charts of the Week

Newsclips

Bond Market Volatility … Get Used To It

May 27, 2015

Comment On May 28, 2015 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. Join us Thursday as we discuss the return of more normal levels of volatility in the bond market. We… Continue reading Bond Market Volatility … Get Used To It

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Newsclips

Fed Officials Speak

May 27, 2015

Real Time Economics – Jon Hilsenrath: What We’ve Learned from Yellen and Fischer The Federal Reserve’s top two leaders – Chairwoman Janet Yellen and Vice Chairman Stanley Fischer – have spoken extensively in the past few days about the outlook for the economy and monetary policy.  Here is a quick summation of what we have… Continue reading Fed Officials Speak

Newsclips

Q2 U.S. Growth Forecasts Are Falling

May 27, 2015

<Click on graphic for larger image> Atlanta Fed – Latest forecast — May 26, 2015 The GDPNow model forecast for real GDP growth (seasonally adjusted annual rate) in the second quarter of 2015 was 0.8 percent on May 26, up slightly from 0.7 percent on May 19. Following this morning’s advance durable manufacturing report from… Continue reading Q2 U.S. Growth Forecasts Are Falling

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Newsclips

Yet Another Crude Oil Measurement Issue

May 27, 2015

Bloomberg.com – Millions of Barrels of Oil Are About to Vanish Millions of barrels of untapped oil that U.S. shale drillers discovered during the boom years are about to disappear from their inventories. Six years ago, the industry pushed the Securities and Exchange Commission to make it easier for companies to claim proved reserves for… Continue reading Yet Another Crude Oil Measurement Issue

Newsclips

The Weak Dollar

May 27, 2015

<Click on chart for larger image> Bloomberg.com – Dollar Weakness Undermines Treasuries as Crowded Trade Goes Awry Add dollar weakness to the list of forces weighing on U.S. bonds. Overseas investors poured cash into Treasuries earlier this year, lured by analyst forecasts for a dollar rally and yields above those in Europe and Japan. Fast-forward… Continue reading The Weak Dollar

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Newsclips

More On “Residual Seasonality”

May 27, 2015

Euro Pac – Peter Schiff: The Fed Considers a More Seasoned Approach The real disconnect lies in the failure of the economy to grow, as most people assumed that it would, after the Fed’s quantitative easing and zero interest rates had supposedly worked their magic. But as I have said many times before, these policies… Continue reading More On “Residual Seasonality”

Newsclips

Bernanke Is Bullish On The U.S. Economy

May 27, 2015

Reuters.com – Bernanke sees no risk of hard landing in China, bullish on U.S. economy Former Federal Reserve Chairman Ben Bernanke said that China’s economic slowdown should not worry markets as there was no risk of a hard landing, and emphasized that a move to raise U.S. rates should be viewed as a positive sign… Continue reading Bernanke Is Bullish On The U.S. Economy

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Newsclips

What Will Happen To The Federal Reserve’s Balance Sheet?

May 27, 2015

<Click on chart for larger image> The Financial Times – The taming of the Fed’s balance sheet The exact timing of the Federal Reserve’s first interest rate rise is uncertain, but even less clear is what will happen to the $4tn pile of bonds the central bank amassed during the financial crisis. Optimists take the… Continue reading What Will Happen To The Federal Reserve’s Balance Sheet?

Newsclips

Why The Federal Reserve Needs To Pay More Attention To U.S. Production

May 27, 2015

<Click on chart for larger image> The Financial Times – Technology, inflation and the Federal Reserve In effect, messers Feldstein and Rogoff are arguing that the very rapid declines in the prices of IT products, that were picked up in the official inflation statistics in the 1990s, have continued in recent years, but have not… Continue reading Why The Federal Reserve Needs To Pay More Attention To U.S. Production

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Newsclips

Home Prices Continue To Rise

May 27, 2015

<Click on chart for larger image> The Wall Street Journal – Home Prices Continue to Climb Home prices continued their unremitting climb in March, according to a report released on Tuesday, underscoring concerns of some economists over whether the strong price gains are sustainable. The S&P/Case-Shiller Home Price Index, covering the entire nation, rose 4.1%… Continue reading Home Prices Continue To Rise

Newsclips

Rising Debt And Interest Rates

May 27, 2015

The Financial Times – Investors are playing a ‘greater fool’ game Market anomalies abound as debt levels rise and interest rates stagnate Speculative euphoria, even when encouraged by central banks, is defined by the way it ends — not with a whimper but with a bang. In this context, the so-called Bund “tantrum” may be… Continue reading Rising Debt And Interest Rates