Today's topics include equity mutual fund & ETF flows, 144A issuance, the retail crowd's growing presence in the options market, Mnuchin on the deficit, a deep dive on real yields, alternative data, the BIS examines March's liquidity issues, the FOMC meeting & inflation targeting, comparing ECB purchases to government issuance, and the Fed's Main Street Lending program.
A replay of our September 17, 2020 conference call.
Evidence continues to mount that speculators have piled into the options market.
Today's topics include using currency markets as trading alternative to dead bond markets, another look at inflation, the Fed's quest for inflation, zombie companies approaching same level as 2000 peak, how would the Fed handle fiscal policy?, the tech bubble, the U.S. government to support domestic rare earth mining, and global trade during the pandemic
Used car prices rose 5.4% in August, the largest monthly increase since March 1969.
Today's topics include the fragile recovery, prime money market funds, the cost of servicing debt, Lagarde talks about the Euro's appreciation, the Fed, Europe passes U.S. in infection cases, companies issuing debt before the election, no luck on stimulus, sell them all?, critiques on Shelton, and ETF milestone
Bettors still see Biden and the Democrats having a slight edge in the upcoming election.
Today's topics include more on retail's effect on the options market, jobless claims, consumer spending, previewing next week's FOMC meeting, disappearing dividends, volatility in the oil market, exchange traded notes' slow death, and an ETF for CLOs.