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Is The Economy About To Break Out?

September 12, 2014

Comment Yesterday Jim Bianco hosted a conference call.  If you missed it: Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/091114.mp3|titles=Conference Call ] [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=215″] [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/091114.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

Talking Markets

September 12, 2014

Comment Yesterday Jim Bianco was on Bloomberg Asia talking about the economy, the markets and the Fed. To view the interview click on the image above. To view any of our recent interviews, click here.

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Newsclips

Fed Model Portfolio Update

September 12, 2014

Comment Recall that back on July 15 Janet Yellen gave testimony to Congress about the economy: Board of Governors of the Federal Reserve System – Monetary Policy Report, July 15, 2014 However, valuation measures for the overall market in early July were generally at levels not far above their historical averages, suggesting that, in aggregate,… Continue reading Fed Model Portfolio Update

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More On The Fed’s New Labor Market Indicator

September 12, 2014

The New York Times – Floyd Norris: Jobless Rate May Be a Flawed Indicator for Fed Policy The United States job market has been improving. But is it close to being good? That is one of the chief issues likely to be debated next week at the meeting of the Federal Open Market Committee. If… Continue reading More On The Fed’s New Labor Market Indicator

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Newsclips

96% Bearish On Bonds

September 12, 2014

Comment For the first time since April “only” 96% of economists were expecting higher 10-year yields in the following six months (Q1 2015) according to the monthly survey conducted by Bloomberg.  That works out to 3 of 68 economists. As the story below points out, Jim Reid of Deutsche Bank joins David Tepper and the… Continue reading 96% Bearish On Bonds

Newsclips

Falling World Oil Demand

September 12, 2014

<Click on chart for larger image> The Wall Street Journal – IEA Cuts 2015 Oil Demand Forecasts The International Energy Agency (IEA) Thursday trimmed its forecast for the rise in oil demand this year for the third month in a row, calling the recent slowdown in demand “nothing short of remarkable.” In its closely watched… Continue reading Falling World Oil Demand

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Newsclips

Scottish Vote

September 12, 2014

The Economist – Scottish independence: UK RIP? Ditching the union would be a mistake for Scotland and a tragedy for the country it leaves behind SCHOOLCHILDREN once imagined their place in the world, with its complex networks and allegiances, by writing elaborate postal addresses. British youngsters began with their street and town (London or Manchester,… Continue reading Scottish Vote

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Share Buybacks

September 12, 2014

The Economist – Share buy-backs: Corporate cocaine Companies are spending record amounts on buying back their own shares. Investors should be worried Over the past 12 months American firms have bought more than $500 billion of their own shares, close to a record amount. From Apple to Walmart, the most profitable and prominent companies have… Continue reading Share Buybacks

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Newsclips

The Eurozone

September 12, 2014

The Economist – The euro-zone economy: Asset-backed indolence The European Central Bank’s plan for economic revival is underwhelming THE euro-zone recovery has stalled and inflation is close to zero. Belatedly, the European Central Bank (ECB) is trying to galvanise a lifeless economy, in two ways beyond ultra-low interest rates: a funding scheme to boost banks’… Continue reading The Eurozone

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Keynesians

September 12, 2014

Bloomberg View – How ‘Keynes’ Became a Dirty Word If you use the word “Keynesian” as a synonym for “socialist,” “progressive,” or “liberal,” well my friend, you’re doing it wrong. If you’ve been involved in Internet arguments about economics, then you must have heard the term “Keynesian” being applied this way. And it seems to… Continue reading Keynesians

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Newsclips

Japan’s QE Is Not Working

September 12, 2014

The Economist – Japan’s economy: Slings and arrows A harmful tax hike and reticent employers take their toll The government also misjudged the effects of the Bank of Japan’s huge asset purchases (quantitative easing, or QE, in the jargon). It is buying ¥7 trillion ($65 billion) of Japanese government bonds a month, and now owns… Continue reading Japan’s QE Is Not Working

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Cartoons

September 12, 2014