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Newsclips
Talking Markets and Breakouts
November 4, 2019
Last week Jim was on Trading Futures with Anthony Crudele and Ira Harris, among many others, talking about markets and the Fed.
Newsclips
Earnings Update: Is an Earnings Recession Coming?
November 4, 2019
Q3 2019 earnings season is over 70% complete and it's looking like it will be a negative growth quarter. Q4 is also close to forecasting negative growth, setting up the potential for an earnings recession.
Newsclips
Quick Comments/What We’re Reading
November 4, 2019
Today's topics include JPMorgan navigates capital regulations, an employment-based recession indicator, interpreting the yield curve's message, more on the dollar's global importance, election year returns, consumer spending vs. business investment, the global trade contraction and BBB-rated debt.
Newsclips
Cartoons
November 4, 2019
Charts of the Week
Private Investment Slips for Second Straight Quarter
November 1, 2019
GDP rose by 1.9% in the third quarter, beating estimates. However, business investment acted as a drag for the second straight quarter.
Charts of the Week
Pick an Asset, Any Asset
November 1, 2019
2019 has proven to be the year in which all major assets have provided positive total returns.
Charts of the Week
The U.S. No Longer Has the Highest Policy Rate
November 1, 2019
Canada now has the highest policy rate in the developed world.
Charts of the Week
Illinois Gives Up the Muni Yield Crown
November 1, 2019
Wyoming recently topped Illinois with the highest muni yield in the country.
Charts of the Week
Fed Support for the Repo Market Continues to Increase
November 1, 2019
The Fed has spent $273 billion trying to calm the repo market.
Newsclips
Employment in Pictures – Smallest Firms Shedding Jobs
November 1, 2019
Firms with fewer than 20 employees have been a major driver of job growth since the last recession. They have shed jobs in 5 of the past 6 months.
Newsclips
Total Return Review – Positive Stock & Bond Market Seasonality
November 1, 2019
Stocks and bonds both enter a favorable seasonal period.