Newsclips
Monthly Fund Flows – A Snapshot as Risk Markets Peaked
April 1, 2020
A look at stock and bond fund flows through February 2020
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Quick Comments/What We’re Reading
April 1, 2020
Today's topics include initial claims tomorrow, commercial paper funding costs remain high, official gold purchases, Trump's bump, the Fed's foreign repo facility, the fallout for pension funds, central bank asset purchases, European purchasing managers' index falls, crude oil supply/demand, bearish equity opinions, and investment reactions to COVID.
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Cartoons
April 1, 2020
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Quick Comments/What We’re Reading
March 31, 2020
Today's topics include the Fed's new repo facility for foreign central banks, Goldman lowers its GDP forecast again, eyeing the next round of stimulus, Chinese PMI, bears vs. bulls, buybacks, the call to suspend dividend payments, and crude oil's plunge.
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Cartoons
March 31, 2020
Newsclips
The Dealers Are Offsides and Selling
March 30, 2020
The dealers are offsides. They are too exposed to interest rate risk going into a period of lower growth, larger deficits, and potentially more inflation.
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Quick Comments/What We’re Reading
March 30, 2020
Today's topics include bills coming due, mixing foreign stocks in a 60/40 portfolio, a note on Friday's payroll report, ironing out the details of the Fed's lending facility, rejecting the idea of Fed purchases of junk bonds, getting funds to medium and small businesses, the unintended consequences of the Fed's purchases, Bloomberg/Barclays continues with index rebalancing, and raising corporate cash.
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Cartoons
March 30, 2020
Conference Calls
A Bear Market Rally – “A” Low, Not “The” Low
March 27, 2020
A replay of our March 31, 2020 conference call
Newsclips
Detailing Financial Market Stress and Flows
March 27, 2020
Fund outflows are the most extreme ever seen and financial market stress remains.
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Quick Comments/What We’re Reading
March 27, 2020
Today's topics include more on the stimulus bill, stocks' 3-day snapback, yield curve control, ETF prices vs. NAV, Chinese factories and lower demand, hedge fund performance, no support for junk bonds, high frequency trading, the postponement of index rebalancing, crude oil supply/demand, and Blackrock's conflict of interest.
Charts of the Week
Funding Gaps at Public and Private Pensions
March 27, 2020
Private pension funds have much smaller funding gaps than their government counterparts.