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Charts of the Week
Charts of the Week
April 23, 2014
Charts of the Week Topics Covered This Week Include: Mutual Fund Flows Earnings Season Update Earnings Season Update – 2 Earnings Season Update – 3 Gold Drops, ETF Liquidation Continues The Yuan And China Where The Jobs Are Investment Grade vs High Yield Jumbo vs. Conforming Mortgages 100% Are Bearish On Treasuries! Gas Prices Hedge… Continue reading Charts of the Week
Newsclips
The Federal Reserve Is Sticking To Its Plan
April 23, 2014
The Wall Street Journal – Jon Hilsenrath: Fed Looks Likely to Stick to Policy Path Officials On Track to Cut Bond Buys to $45 Billion, Maintain Rate Flexibility at Next Week’s Meeting Federal Reserve officials are on track to reduce their monthly bond buying to $45 billion at their policy meeting next week and stick… Continue reading The Federal Reserve Is Sticking To Its Plan
Newsclips
More On Student Loans
April 23, 2014
Reuters – Student Loan Borrowers Struggle When Co-Signers Die Or Go Bankrupt The U.S. consumer financial watchdog warned on Tuesday that some student loan borrowers could be thrown into default if relatives who co-signed their loans die or declare bankruptcy. The Consumer Financial Protection Bureau said in a new report published on its website that… Continue reading More On Student Loans
Newsclips
The Bearish Outlook On US 10 Year Notes
April 23, 2014
Arbor Quantitative Analytics – US 10 Yr Note – Bearish Signal Generated by US Citigroup Economic Surprise Index Economic data surprises in the US as measured by Citigroup’s Economic Surprise Index (CESIUSD) bottomed and turned higher beginning April 8th. Note this index and 50-day changes in US 10 Yr Note yields have a moderately positive… Continue reading The Bearish Outlook On US 10 Year Notes
Newsclips
How Much Has Fed Policy Cost Savers?
April 23, 2014
MarketWatch.com – What’s that fishy smell? The Fed’s corrupt policies Opinion: Central bank costs savers more than $100 billion a year Our financial system is so corrupt you might say that a fish rots from the Fed. How else can one describe a regime that punishes savers and rewards borrowers and speculators for years on… Continue reading How Much Has Fed Policy Cost Savers?
Newsclips
Inequality And The Economy
April 23, 2014
The Financial Times – Martin Wolf: A more equal society will not hinder growth Inequality damages the economy and efforts to remedy it are, on the whole, not harmful Inequality is a hot topic right now. The reaction to Thomas Piketty’s Capital in the Twenty-First Century shows the rising tide of anxiety. But Mr Piketty… Continue reading Inequality And The Economy
Newsclips
Is The Cost To Rent Out Of Control?
April 23, 2014
<Click on chart for larger image> The Daily Beast – The Rent Bubble Is Going to Blow Up Across the Country According to the most recent Zillow report, Americans are spending the highest percentage of their income in 30 years on the rent check every month. Historically, the median household needed to spend a nationwide… Continue reading Is The Cost To Rent Out Of Control?
Newsclips
Risk And Jobs At The Federal Reserve
April 23, 2014
Bloomberg.com – Williams Urges Fed to Avoid Stoking Risk as It Boosts Jobs Federal Reserve Bank of San Francisco President John Williams said the central bank should avoid encouraging excessive financial risk-taking as it pursues its goals of full employment and stable prices. “We’re exactly on the right track” with current policy, Williams said in… Continue reading Risk And Jobs At The Federal Reserve
Newsclips
Is Stock Picking Dead?
April 23, 2014
Rick Ferri – Busting The Stock Picker’s Market Myth The dispersion among individual stock returns varies over time. Low dispersion occurs when all stocks tend to move in the same direction, and high dispersion occurs when stocks tend to go their separate ways. It’s during a period of high dispersion we hear Wall Street gurus… Continue reading Is Stock Picking Dead?
Newsclips
Underwater Homes
April 23, 2014
World Property Channel – 9.1 Million U.S. Homes Still ‘Underwater’, Down 26 Percent The first quarter negative equity numbers were down to the lowest level since RealtyTrac began reporting negative equity in the first quarter of 2012. In the fourth quarter of 2013, 9.3 million residential properties representing 19 percent of all properties with a… Continue reading Underwater Homes
Newsclips
Europe Sees Growth
April 23, 2014
The Wall Street Journal – Economic Growth in Euro Zone Accelerates Falling Prices Charged To Customers Signal ECB’s Fears Over Low Inflation Are Not Yet Over Economic growth in the euro zone accelerated at the start of the second quarter, but businesses once again cut the prices they charged customers, a sign that the European… Continue reading Europe Sees Growth