Newsclips
The Latest On The Double Dip And The Markets
September 24, 2010
Yesterday we hosted a conference call titled “The Latest On The Double Dip And The Markets.” If you missed it, here are links to the Handout, Webcast, and Audio.
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Page 2669 of 3389Newsclips
Foreigners Bail On Agencies
September 24, 2010
<Click on chart for larger image> Comment Last night the New York Federal Reserve reported its custody account holdings of agencies (red line, bottom panel) dropped $45.972 billion, or -5.8%, in the week ending Wednesday, September 22. Both measures are a weekly record decline. At the same time, custody holdings of Treasuries (blue line, top… Continue reading Foreigners Bail On Agencies
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Low Volume
September 24, 2010
<Click on chart for larger image> The New York Post – Trading trauma Anemic volume stirs fears of Street bloodbath Storm clouds are gathering over Wall Street again. Summer is never a hot time for trading volume, but this year was particularly ice cold, given fears about the economy and uncertainty over financial regulation. So… Continue reading Low Volume
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Does Monetary Policy Matter?
September 24, 2010
The Financial Times – Lex: Monetary policy The financial system is not the fuel that drives an economy. That role is played by labour and resources. It is not the motor that creates prosperity – technology and institutions do that. Finance is more like the transmission that moves the energy to the wheels of commerce… Continue reading Does Monetary Policy Matter?
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Market Correlation
September 24, 2010
<Click on graphic for larger image> The Wall Street Journal – ‘Macro’ Forces in Market Confound Stock Pickers A host of other factors is contributing to the macro trend. The rise of exchange-traded funds, which typically track broad market indexes or benchmarks, has made it easier for investors to make broad bets on commodities, bonds… Continue reading Market Correlation
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Thomas Hoenig
September 24, 2010
Bloomberg BusinessWeek – Thomas Hoenig Is Fed Up Within the Federal Reserve, there is one very powerful voice of dissent This is Tom Hoenig’s moment, and it’s a strange one. In Washington, he is the burr in Fed Chairman Bernanke’s saddle: the rogue heartland banker who keeps dissenting alone—for the sixth straight time on Sept.… Continue reading Thomas Hoenig
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Absolutely Broken Mortgage Market
September 24, 2010
Bloomberg.com – Volcker Says Fixing `Broken’ Mortgage Market Should Be Priority The U.S. mortgage market is “absolutely broken” and changing the government’s role in housing must be a top priority, said former Federal Reserve Chairman Paul Volcker, an adviser to President Barack Obama. There is “no ready-made, practical alternative” to the government’s role in the… Continue reading Absolutely Broken Mortgage Market
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Gold
September 24, 2010
Bloomberg.com – Mark Gilbert: Investors Are Deaf to the Screams of Gold, Cotton “What makes the gold story so interesting is that bullion has so many different correlations — with inflation, with the dollar, with interest rates, with political uncertainty,” according to David Rosenberg, chief economist at Gluskin Sheff & Associates in Toronto. “This year,… Continue reading Gold
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The Euro
September 24, 2010
The Economist – Europe’s single-currency woes: Euro follies The European Union’s plans to repair its single currency risk missing the main point AT LEAST the panic of the spring, when Greece was on the edge of default, has receded a bit. The most vulnerable euro-zone members, Greece and Ireland still pay more for their money,… Continue reading The Euro
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Interest Rates
September 24, 2010
The Economist – Buttonwood: Busily going nowhere Low interest rates have been a mixed blessing for equities The lacklustre performance of equity markets in 2010 is symptomatic of the previous decade. A long-term asset-return study by Deutsche Bank found that American equities had delivered slightly negative returns over the ten years up to the end… Continue reading Interest Rates
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Mark Zandi
September 24, 2010
The Big Picture (blog) – The Abysmal Track Record of Moody’s Mark Zandi The following is from independent banking analyst XXX, who has been accurately forecasting the crisis and its structural underpinnings. He wonders why (generally nice guy) Mark Zandi has become a favorite of public policy makers, despite his rather lackluster track record.
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America’s Problem … Not Enough Salesmen
September 24, 2010
Slate.com – Death of a Salesman. Of Lots of Them, Actually. The troubling disappearance of salesmen and how it helps explain America’s economic woes. But the biggest culprit in killing off sales jobs is right in front of you: the Internet. There was a lot of talk in the dot-com era, mostly positive, about “disintermediation,”… Continue reading America’s Problem … Not Enough Salesmen