Search

Newsclips

How Student Loan Debt Is Hurting The Housing Market

May 14, 2014

Liberty Street Economics – Just Released: Young Student Loan Borrowers Remained on the Sidelines of the Housing Market in 2013 Despite an 11 percent house price recovery over the course of 2013 and an increase in overall mortgage debt, thirty-year-olds with and without student loans continued to retreat from the housing market. Further, student borrowers… Continue reading How Student Loan Debt Is Hurting The Housing Market

Newsclips

Consumer Debt

May 14, 2014

Comment For the full report see the pdf below. [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=189″] Market News – NY Fed: Q1 Consumer Debt Rises at Slower Pace Compared to Q4 U.S. households slowed the pace at which they took on additional debt in the first quarter of this year, although the increase marked the first time since the… Continue reading Consumer Debt

---

Newsclips

Measuring Self-Worth Via A Charity Lunch

May 14, 2014

MarketWatch – Lunches with Bernanke, Geithner auctioned for more than $120,000 Bidders ponied up more than $120,000 Tuesday for separate lunches with former Treasury Secretary Timothy Geithner and former Federal Reserve Chairman Ben Bernanke. Geithner is currently making the rounds selling his new book “Stress Test.” Bernanke, who left the Fed at the end of… Continue reading Measuring Self-Worth Via A Charity Lunch

Newsclips

European Monetary Policy

May 14, 2014

The Financial Times – Martin Wolf: Time for Draghi to open the sluice Markets are betting on indefinite austerity. If it comes to an end, the euro crisis could return Mario Draghi, president of the European Central Bank, gave a clear indication last week that monetary easing would arrive in June. That would be welcome.… Continue reading European Monetary Policy

---

Newsclips

More On Geithner

May 14, 2014

The New Republic – Tim Geithner: More Banker Than the Bankers Andrew Ross Sorkin’s profile of Tim Geithner in Sunday’s New York Times Magazine, pegged to the former Treasury secretary’s just-released book, doesn’t break much news. Most of us who followed Geithner’s career already knew he wanted to bail out Lehman Brothers, opposed nationalizing Citigroup,… Continue reading More On Geithner

Newsclips

Pimco’s Outlook

May 14, 2014

The Wall Street Journal – Pimco Outlook: Neutral Is the New Black Neutral. That’s the one-word takeaway from the latest long-term view from the team over at Pimco, which this morning published a 2014 secular outlook that looks ahead over the next three to five years. Some of it reflects thoughts and theme that have… Continue reading Pimco’s Outlook

---

Newsclips

Grandma Gets To Play Hedge Fund

May 14, 2014

Bloomberg.com – Grandma Gets to Play Hedge Fund With New Credit Swap ETFs If your grandmother wants to bet her savings on a bundle of credit derivatives, it’ll be easy for her to do so through a new swath of exchange-traded funds. The ETFs may not have been created with her in mind, but she’ll… Continue reading Grandma Gets To Play Hedge Fund

Newsclips

China

May 14, 2014

The Telegraph – China reverts to credit as property slump threatens to drag down economy China’s authorities are becoming increasingly nervous as the country’s property market flirts with full-blown bust, threatening to set off a sharp economic slowdown and a worrying erosion of tax revenues. New housing starts fell by 15pc in April from a… Continue reading China

---

Newsclips

Yesterday’s Newsclips

May 14, 2014

Comment Due to an issue with our email provider, we were unable to send an email of yesterday’s Newsclips. To view yesterday’s edition, click here.

Newsclips

Cartoons

May 14, 2014

---

Charts of the Week

The Bond Rally

May 13, 2014

The Bond Rally A transcript of the May 8, 2014 conference call. Audio Link of Conference Call Handout (also shown below) [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/050814.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=188″] Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/050814.mp3|titles=Conference Call ]

Newsclips

M&A Activity

May 13, 2014

<Click on chart for larger image> Business Insider – Why The Market Is Loving All These Big M&As There seems to be a new calculus at work in the recent rash of takeovers, as investors set aside their usual wariness of deals and dealmakers for the promise of growth these combinations may bring. We think… Continue reading M&A Activity