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Quick Comments/What We’re Reading

October 15, 2019

Today's topics include a Barron's cover story on negative rates, predicting an end to the bond rally, college endowments, recession predictions, stock versus bond flows, the trend toward smaller private equity deals, inflation as an economic indicator, the dollar's relentless rise, doubting Warren Buffett, a hedge fund suspends withdrawals, the latest on the trade war, Trump's reliance on the stock market and the race for the Democrat nomination.

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Cartoons

October 15, 2019

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Newsclips

Global Growth Drives U.S. Markets (Not the Other Way Around)

October 11, 2019

Global growth is weighing on the U.S. markets more than domestic growth. Global growth needs to turn higher for the U.S. market to truly recover and long-term U.S. rates to meaningfully rise.

Newsclips

Quick Comments/What We’re Reading

October 11, 2019

Today's topics include the yield curve uninverts, Chinese capital flight, the latest on the trade war, using profit margins to predict recessions, Draghi's legacy, the shift from stocks to bonds, Kashkari argues for another rate cut, making money with no trading fees, shadow banking, fiscal versus monetary policy and low inflation expectations.

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Cartoons

October 11, 2019

Newsclips

Powell Explores Yield Curve Control – Be Worried

October 10, 2019

Chairman Powell and Governor Brainard recently talked about a policy called yield curve control. This has been tried in the past with disappointing results.

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Newsclips

Inflation Watch

October 10, 2019

A look at inflation statistics through September

Newsclips

Quick Comments/What We’re Reading

October 10, 2019

Today's topics include a wild overnight trading session, the Fed's repo operations, the latest on the trade war, the FOMC minutes, the Fed is hiring a speech writer, Draghi vs. the ECB, Vanguard ETF's big equity outflow, fiscal vs. monetary policy, Greece issues negative-yielding debt, the yield curve as a recession indicator, Trump's impeachment odds, Trump's Twitter activity and replacing LIBOR.

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Cartoons

October 10, 2019

 

Charts of the Week

Tracking the Fed’s Repo Operations

October 9, 2019

The Fed has ensured a steady supply of repo money will be available to banks until the end of October, which happens to coincide with the next FOMC meeting.

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Charts of the Week

A Look at Life Expectancy

October 9, 2019

For the first time since 1915-1918, U.S. life expectancy has declined for three straight years. The U.S. also lags far behind the rest of the developed world in life expectancy.

Charts of the Week

Where Has Job Growth Come From?

October 9, 2019

Over 80% of the jobs created since January 2007 have come from companies with fewer than 500 employees.