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The Citi Surprise Index Tumbles On GDP Miss

January 31, 2013

<Click on chart for larger image> MarketBeat (WSJ Blog) – Surprise! Citi Economic Index Flashes Warning Signal In the stock market’s relentless push toward record highs, one cautionary sign is creating a bit of trepidation. Weaker-than-expected fourth-quarter economic growth, released Wednesday, pushed the Citigroup U.S. Economic Surprise Index to its biggest one-day tumble since June… Continue reading The Citi Surprise Index Tumbles On GDP Miss

Newsclips

More On Yesterday’s GDP Release

January 31, 2013

The Wall Street Journal – Recovery Shows a Soft Spot The U.S. economy shrank for the first time in more than three years in the fourth quarter, underscoring the halting nature of the recovery. But the strength of consumer spending and business investment suggested that the economy will grow, albeit slowly, this year. Gross domestic… Continue reading More On Yesterday’s GDP Release

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Newsclips

The Federal Reserve Meeting

January 31, 2013

[pageview class=”PDFViewer” url=”https://www.biancoresearch.com/bianco/wp-content/plugins/PDFViewer/plugin.php?id=112″] The Wall Street Journal – No Surprise as Fed Keeps Rate Stance The Federal Reserve is keeping its foot pressed firmly on the monetary gas pedal amid news that the economy essentially stalled late last year. Fed officials decided Wednesday, at the conclusion of their first policy meeting of 2013, to keep… Continue reading The Federal Reserve Meeting

Newsclips

Student Debt

January 31, 2013

The Wall Street Journal – Risky Student Debt Is Starting to Sour The number of student loans held by subprime borrowers is growing, and more of those loans are souring, the latest signs that a weak job market and rising debt loads are squeezing recent graduates. In all, 33% of all subprime student loans in… Continue reading Student Debt

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Newsclips

QE Is Not Working

January 31, 2013

Zero Hedge (blog) – Santelli Blasts Bernanke: “Whatever You’re Doing, It Isn’t Working” While some would look at the surge in government spending in Q3 last year (ahead of the election) and subsequent plunge in Q4 as conspiratorial, CNBC’s Rick Santelli takes a step slightly further back as he draws the analogy between the mystical… Continue reading QE Is Not Working

Newsclips

Central Banks & Inflation

January 31, 2013

The Financial Times – Central banks walk inflation’s razor edge We do not know, and cannot predict, what will be the sustainable rate of real growth in our economies. Let’s hope it is well above the relative stagnation observed in recent years in the UK, US, and Japan. But it would be over-optimistic to believe… Continue reading Central Banks & Inflation

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Newsclips

The Golden Cross, One Year Later

January 31, 2013

MarketBeat (WSJ Blog) – S&P 500′s ‘Golden Cross’ Nears Anniversary Reaching the one-year anniversary of the S&P 500′s “golden cross” may bode well for the market’s longer-term outlook and should dispel some short-term concerns that the market is entering a period of seasonal weakness. A “golden cross” is what technical analysts call the point where… Continue reading The Golden Cross, One Year Later

Newsclips

Illinois & The Muni Market

January 31, 2013

The Wall Street Journal – Illinois Yanks Bond Amid Pension Woes Illinois took the rare step Wednesday of postponing a bond auction just hours before it was expected to launch, as concerns grew among investors over the state’s deep pension hole. While Illinois still has ready access to capital markets, state officials feared a jump… Continue reading Illinois & The Muni Market

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Newsclips

The Superbowl As An Economic Indicator

January 31, 2013

<Click on picture to view video> America’s unofficial holiday is this weekend, the Superbowl. What can this event tell us about the economy? The first chart below shows the cost of a 30-second commercial during the Superbowl (domestic audience only). The blue bars show the actual cost while the black line shows the cost on… Continue reading The Superbowl As An Economic Indicator

Newsclips

Cartoons

January 31, 2013

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Charts of the Week

Conference Call Presentation/Charts of the Week

January 30, 2013

Conference Call Presentation/Charts of the Week Audio [audio:https://www.biancoresearch.com/bianco/SubscriberArea/503842-664367.mp3|titles=Conference Call] Topics Covered This Week Include: Weekly Stock Fund Flows Weekly Bond Fund Flows What Fixed Income Funds Are Bought? Biggest MMMF Uptick In 3 ½ Years Economists Still Cannot Stand Bonds Central Bank Balance Sheets Central Bank Fueled Rally Foreigners Buy Treasuries No More Failure Still… Continue reading Conference Call Presentation/Charts of the Week

Newsclips

Has The Great Rotation From Bonds To Stocks Begun?

January 30, 2013

On January 31, 2013 at 9 AM CT (10:00 AM ET, 7:00 AM PT, and 15:00 GMT), Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webcast/teleconference moderated by Jim Bianco. During the month of January risk markets have rallied and flows into mutual funds have been huge.  Economic releases, however,… Continue reading Has The Great Rotation From Bonds To Stocks Begun?