Newsclips
Discussing QE
September 4, 2013
Comment Jim Bianco guest hosted Bloomberg’s Street Smart program yesterday. In the clip above, Jim discusses the effects of QE. To view any of our recent interviews. click here.
Comment Jim Bianco guest hosted Bloomberg’s Street Smart program yesterday. In the clip above, Jim discusses the effects of QE. To view any of our recent interviews. click here.
Comment As noted in the post above, Jim Bianco guest hosted Bloomberg’s Street Smart program yesterday. In the clip above, Jim discusses the recession in Europe. To view any of our recent interviews, click here. The Wall Street Journal – Signs Point to Broadening Euro-Zone Recovery Eurostat confirmed that gross domestic product in the second… Continue reading Discussing Europe
The Financial Times – Don’t blame the Fed for emerging market woes Emerging market stocks began to lose steam as far back as 2010 When in doubt, blame a central banker. For investors burnt by the decline in emerging market stocks, it is tempting to point the finger at US Federal Reserve Chairman Ben Bernanke.… Continue reading Emerging Markets
<Click on chart for larger image> MarketWatch.com – S&P 500 trading volume lightest in 15 years While some people see the declining volume trend as comfort in the bull market, Kicklighter sees conditions for a “rapid unwinding” given a high reliance on leverage, a drop in options activity, and Federal Reserve asset purchases that have… Continue reading Summertime Volume
Real Clear Markets –Forget Tapering, and Get Ready For QE4 There are three reasons to expect reversal of the higher interest rates and the taper talk that have emerged since May. First, the supply of treasuries coming to markets (government borrowing needs), by virtue of a sharp reduction in the heretofore $1 trillion budget deficit,… Continue reading Bubbles And QE4
Baltimore Sun – China calls for regional cooperation over Fed quantitative easing tapering China and its Asian neighbors should strengthen financial ties to head off risks stemming from any U.S. tapering of its stimulus programme, China’s deputy central bank governor, Yi Gang, said on Wednesday. Yi’s comments came as market speculation builds that the U.S.… Continue reading China And QE
The Wall Street Journal – Support Builds in Congress for U.S. Strike Against Syria President Barack Obama’s drive to build support for an attack against Syria gained significant momentum Tuesday as a range of congressional leaders, including House Speaker John Boehner, urged wary rank-and-file lawmakers to back a resolution authorizing the use of military force.… Continue reading Syria
Reuters.com – BOJ to consider further easing if sales tax hike goes ahead: media The Bank of Japan will consider further monetary easing if Prime Minister Shinzo Abe decides to raise the sales tax as planned to 8 percent from 5 percent in April, the Asahi newspaper reported on Wednesday. BOJ Governor Haruhiko Kuroda suggested… Continue reading Japan
The New York Post – Dr. Doom ducks After we revealed “Dr. Doom” Nuriel Roubini’s party bubble had burst with the Department of Buildings ordering him to remove his jacuzzi from his penthouse rooftop, all eyes were on CNBC for his “Closing Bell” interview at 4 p.m. yesterday, where we hoped the economist would reveal… Continue reading Dr. Doom Has A Party
None Today
What Will The Federal Reserve Do Next Month? A transcript of the August 29, 2013 conference call. Audio Link of Conference Call Handout (also shown below) [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/082913.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=146″] Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/503842-712736.mp3|titles=Conference Call ]
FT Alphaville – Will this be the ZLB/repo/collateral-scarcity solution we’ve been waiting for? We said that paying IOR gave the Fed more control, at least ensuring that collateralised rates stayed positive — but not necessarily enough control for its future monetary policy goals. If all cash investors had access to the Fed’s paying them interest… Continue reading Speculating About The Federal Reserve’s Fixed Rate Repo Facility