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July 15, 2014
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Mixed Signals: The Economy and The Markets
July 14, 2014
Mixed Signals: The Economy and The Markets A transcript of the July 10, 2014 conference call. Audio Link of Conference Call Handout (also shown below) [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/071014.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” /] <Click above to view webcast> [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=195″] Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/071014.mp3|titles=Conference Call ]
Newsclips
The Federal Reserve’s Exit Tools
July 14, 2014
The Wall Street Journal – Jon Hilsenrath: Rate Debate Heats Up Among Fed Officials A debate is intensifying among the Federal Reserve’s regional bank presidents about whether to push interest rates up from zero sooner than planned because of recent improvements in the U.S. job market, potentially signaling a broader discussion that could change the… Continue reading The Federal Reserve’s Exit Tools
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Where Is The Growth In Earnings?
July 14, 2014
The Financial Times – Earnings growth urgently needed to extend bull run Equity investors challenged over record high equity prices and lofty valuations have a trump card: US companies are highly profitable and the trend has momentum. The latest quarterly check-up for US companies comes at a time when the broad S&P 500 is just… Continue reading Where Is The Growth In Earnings?
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Uncertainty In FOMC Forecasts
July 14, 2014
Real-Time Economics (blog) – Fed Has Little Uncertainty, Despite Forecasting Misses In 2012, Fed officials said they were more uncertain than usual about their forecasts for growth, unemployment and inflation. But over the course of 2013 their uncertainty has declined, and now almost all Fed officials are confident in their forecasts, according to the Fed’s… Continue reading Uncertainty In FOMC Forecasts
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Why Stocks Are Overvalued
July 14, 2014
MarketWatch.com – U.S. stocks will be ‘very disappointing’ for 10 years Opinion: Equities have been overvalued for some time, six gauges show Ben Inker, co-head of the asset-allocation team at Boston-based money management firm GMO, which has $119 billion in assets, likens the market to a leaf in a hurricane. “You have no idea where… Continue reading Why Stocks Are Overvalued
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The Bond Market
July 14, 2014
Bloomberg.com – Traders Flood U.S. With $3.4 Trillion of Bond-Auction Demand Last week, 10-year yields fell 12 basis points, or 0.12 percentage point, to 2.52 percent, according to Bloomberg Bond Trader prices. The price of the benchmark 2.5 percent note due in May 2024 rose 1 2/32, or $10.63 per $1,000 face amount, to 99… Continue reading The Bond Market
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Retail Investors Are Now Piling Into Stocks
July 14, 2014
Bloomberg.com – Individuals Pile Into Stocks as Pros Say Bull Is Spent Individual investors are plowing money back into the U.S. stock market just as professional strategists say gains for this year are over. About $100 billion has been added to equity mutual funds and exchange-traded funds in the past year, 10 times more than… Continue reading Retail Investors Are Now Piling Into Stocks
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How The Federal Reserve Has Conditioned Investors
July 14, 2014
CNBC – Michael K. Farr: When do we get off the Fed treadmill? Virtually everyone agrees that the Fed’s easy-money policies have directly contributed to a huge rebound in stocks and housing prices. In fact, aggregate household net worth has increased by $26 trillion to $82 trillion (an all-time high) since the first quarter of… Continue reading How The Federal Reserve Has Conditioned Investors
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Disruption In Brick and Mortar Retailing
July 14, 2014
Business Insider – E-COMMERCE AND THE FUTURE OF RETAIL: 2014 [SLIDE DECK] The retail industry is undergoing a dramatic shift: E-commerce is capturing a larger share of sales than ever before. We’ve created a slideshow highlighting the retail categories where e-commerce is having the most impact, and where there is still opportunity for disruption. The… Continue reading Disruption In Brick and Mortar Retailing
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Risk Taking In The Financial Markets
July 14, 2014
The Financial Times – Mohamed El-Erian: Investors beware: economists at large Analytical underpinnings of risk-taking are far from robust Up to now, Fed officials have been comfortable keeping their foot on the accelerator while engineering a skilful transition from balance sheet purchases (known as “quantitative easing”, which they are likely to exit completely in October,… Continue reading Risk Taking In The Financial Markets
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How Central Banks Should Deal With Bubbles
July 14, 2014
The Financial Times – Wolfgang Munchau: What central banks should do to deal with bubbles It is a mistake to view macroprudential regulation as a potent independent policy tool The world has conducted two controlled experiments on how to fight financial bubbles in the past decade. Both failed. The first was to ignore the bubble and… Continue reading How Central Banks Should Deal With Bubbles