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Investing In Volatile Markets
January 27, 2014
Comment Jim Bianco discussed investing with Charles Biderman of TrimTabs in part 3 of an interview from last week. To view the discussion click on the image above. To view parts 1 and 2, click here. To view any of our recent interviews click here.
Newsclips
The Emerging Markets In Turmoil
January 27, 2014
<Click on chart for larger image> The Financial Times – Emerging markets turmoil intensifies Of the 24 emerging market currencies tracked against the dollar by Bloomberg data, only three, the Chinese renminbi, the Singapore dollar and the Bulgarian lev, were in positive territory. “Countries with high current account deficits, political trouble and/or a growth model… Continue reading The Emerging Markets In Turmoil
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No Great Rotation
January 27, 2014
The Wall Street Journal – Global Woes Fail to Send Cash Into U.S. Stocks Further Selloff Could Put Stocks on Track for Correction The emerging-world tumult that rattled global markets last week is prompting investors to take a fresh look at their portfolios. But so far few are responding to the shakeout by seeking shelter… Continue reading No Great Rotation
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Pain In The Emerging Markets Won’t Affect The Federal Reserve’s Plan
January 27, 2014
Reuters.com – Emerging market pain not about to faze U.S.-focused Fed At a meeting that ends Wednesday in Washington, the Fed is widely expected to trim its monthly purchases of Treasuries and mortgage bonds to $65 billion from $75 billion, after it made a similar $10-billion cut at a December meeting. Fed Chairman Ben Bernanke… Continue reading Pain In The Emerging Markets Won’t Affect The Federal Reserve’s Plan
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Policy Uncertainty
January 27, 2014
<Click on chart for larger image> The Financial Times – Policy uncertainty besets US confidence The second half of 2013 witnessed some genuine economic improvement in the US. Job growth accelerated, home prices continued to increase and manufacturing expanded at a brisk pace. Yet despite the good news, businesses and consumers continue to exercise caution:… Continue reading Policy Uncertainty
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The Bernanke Era Ends This Week
January 27, 2014
The Financial Times – Bernanke hopes tapering plan ensures smooth handover to Yellen The Ben Bernanke era at the US Federal Reserve will end this week and, barring severe market turmoil in the next few days, the final act is very likely to be another $10bn reduction in the pace of asset purchases to $65bn… Continue reading The Bernanke Era Ends This Week
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Treasury Sales
January 27, 2014
Bloomberg.com – Wall Street Dealers See Treasury Sales Falling to Six-Year Low The U.S. will borrow less money this year than at any time since 2008, validating the nation’s decision to go deeper into debt to combat the financial crisis as faster growth shrinks the deficit, Wall Street’s biggest bond dealers say. The government will… Continue reading Treasury Sales
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Food Stamps
January 27, 2014
<Click on chart for larger image> The Associated Press – The new face of food stamps: working-age Americans As US wages stagnate, food stamp use growing fastest among workers with some college training In a first, working-age people now make up the majority in U.S. households that rely on food stamps — a switch from… Continue reading Food Stamps
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Looking At The Markets In 2014
January 27, 2014
Barron’s – Shaking Things Up Our Roundtable experts Abby Joseph Cohen, Marc Faber, Meryl Witmer and Bill Gross see big opportunities and challenges in 2014. Sometimes, you need to study the forest, and sometimes you need to examine the trees. This year, with the Federal Reserve turning over a new leaf and ending its bond-buying… Continue reading Looking At The Markets In 2014
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Yellen’s First Order Of Business
January 27, 2014
<Click on chart for larger image> Bloomberg.com – Yellen’s First Challenge: Coping With Too-Low Inflation One of Janet Yellen’s first challenges as Federal Reserve chairman is generating enough inflation to meet the central bank’s target of 2 percent. Policy makers have failed to attain their goal for almost two years and now are paring the… Continue reading Yellen’s First Order Of Business
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What Should The Federal Reserve Do?
January 27, 2014
Of Two Minds – Charles Hugh Smith: Should the Federal Reserve Stop the Dominoes From Falling? Should the Fed be allowed free rein to bail out its owners (private banks) and crony capitalists with limitless newly created money? Is that what the U.S. is all about now, bailing out failed speculative bets by crony capitalists… Continue reading What Should The Federal Reserve Do?