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Has The Great Rotation From Bonds To Stocks Begun?

February 1, 2013

Comment Jim Bianco hosted a conference call yesterday.  If you missed it, see the options below.  The transcript will be published Monday. Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/503842-664367.mp3|titles=Conference Call] [pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=113″] [hana-flv-player video=”https://www.biancoresearch.com/bianco/SubscriberArea/013113.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” /]

Newsclips

Employment In Pictures

February 1, 2013

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Newsclips

Initial Claims

February 1, 2013

<Click on chart for larger image> CNBC – Jobless Claims Go Higher; Income Surges, Spending Up Claims have been very volatile this month, dropping sharply in the week ended Jan. 12 and maintaining the trend in the following week. That was largely because the model used by the department to smooth out the seasonal variations… Continue reading Initial Claims

Newsclips

How Good Is The Federal Reserve’s Forecast?

February 1, 2013

Zero Hedge (blog) – Santelli To Forecasting ‘Fail’ Fed: “Let Market Forces Reign” While cogitating on yesterday’s weak GDP print, CNBC’s Rick Santelli confirmed his view that forecasting is complex (at best) and impossible (most likely). The 2010 view of the Fed was that 2012 growth would be 3.5-4% – quite a destructive miss as… Continue reading How Good Is The Federal Reserve’s Forecast?

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Newsclips

What Is Value?

February 1, 2013

The Economist – Buttonwood: The value of value Fashions are changing in the stockmarket IS IT time for a change in investment style? The general rise in stockmarkets this year may be disguising a fundamental shift within the market. “Value” stocks, in Europe at least, are starting to outperform those in the “growth” category after… Continue reading What Is Value?

Newsclips

Bill Gross Speaks

February 1, 2013

Pimco – Credit Supernova! The element of time is critical because investors and speculators that support the system may not necessarily fully participate in it for perpetuity. We ask ourselves frequently at PIMCO, what else could we do, what else could we invest in to avoid the consequences of financial repression and negative real interest… Continue reading Bill Gross Speaks

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Newsclips

Too Much Complacency?

February 1, 2013

<Click on chart for larger image> Bloomberg.com – Be Very Afraid When Fear Disappears From Markets These days, many indicators suggest we are in an extremely low-risk market environment. The Chicago Board Options Exchange Volatility Index, or VIX, sometimes known as the fear index, has reached a five-year low. European sovereign-bond yields, long a source… Continue reading Too Much Complacency?

Newsclips

More Underperformance

February 1, 2013

Bloomberg.com – Endowment Returns Fail to Keep Pace with College Spending U.S. university endowments are losing ground as returns on investment fail to keep pace with school spending needs, according to Commonfund and the National Association of College and University Business Officers. Endowments lost on average 0.3 percent in the year ended June 30 after… Continue reading More Underperformance

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Newsclips

London Whale, Who Was Warned And When?

February 1, 2013

The Wall Street Journal – ‘London Whale’ Sounded an Alarm on Risky Bets J.P. Morgan Trader Alerted Bosses Before Losses Mounted; ‘Scary’ Size of Trading Positions The J.P. Morgan Chase Co. trader known as the “London whale” tried to alert others at the bank to mounting risks months before his bets ballooned into more than… Continue reading London Whale, Who Was Warned And When?

Newsclips

The Big Mac Index

February 1, 2013

The Economist – The Big Mac index: Bunfight Currency wars: the burger’s verdict The Big Mac index is The Economist’s lighthearted analysis of foreign-exchange rates. Its secret sauce is the theory of purchasing-power parity (PPP), according to which prices and exchange rates should adjust over the long run, so that identical baskets of tradable goods… Continue reading The Big Mac Index

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Newsclips

Cartoons

February 1, 2013

None Today

Newsclips

The Federal Reserve’s Communication Problem

January 31, 2013

Real Time Economics (WSJ Blog) – In a Bid to Clarify, Little Is Simple About Fed Policy One of the great ironies of the Federal Reserve‘s push to be far more open its operations is the mechanics of monetary policy have gotten so difficult to understand…Taken all together, the new regime was supposed to reduce… Continue reading The Federal Reserve’s Communication Problem