Newsclips
TIC Update – China’s Forex Reserves Remain Steady
September 18, 2019
Japan remains the top foreign holder of U.S. Treasuries in July. China's forex reserves are also monitored for signs of retaliation on the trade war front.
Japan remains the top foreign holder of U.S. Treasuries in July. China's forex reserves are also monitored for signs of retaliation on the trade war front.
Today's topics include the ECB's deposit and lending rates, a look at Fed dissents, JPM sees eight more years of negative rates, Saudi oil production, CFOs' recession outlook and index funds overtake active funds.
via @SentimentTrader
When it comes to ultra-long debt securities, the U.S. government should ignore the warnings from Wall Street.
Today's topics include the repo market's wild day, crude oil's spare capacity, a preview of the FOMC meeting, stocks' reaction to crude oil, fiscal stimulus vs. monetary stimulus, the global currency market, the latest on the trade front and the art of stock picking.
Over the last few days, the bond market has traded as though the ECB hiked rates. In light of the new tiering system, this is actually true. The effective ECB deposit rate went from -0.40% to -0.27%.
Jim recently appeared on Cheddar TV to discuss a wide range of market-related topics.
Today's topics include the Saudi oil attack, predicting a recession, junk bonds' distress ratio, the upcoming FOMC meeting, emerging market central banks turn dovish, Jim Grant on the bond bull, stocks vs. bonds, fiscal policy overtakes monetary policy, growth vs. value, the world of negative-yielding bonds shrinks and Draghi's legacy.
In February, sticky core CPI hit its highest 12-month annualized rate since 2008. We will have to wait another month to see any possible effects from the coronavirus.
Today's topics include dissent at the ECB, further concessions in the trade war, the BoJ investigates more stimulus, a look at how many more cuts are in the Fed's future, central bank independence, negative rates in the U.S., Japan's reach for yield, Europe's single market, the deficit hits $1 trillion, revisiting the idea of a 50-year Treasury, 100-year muni bonds and the idea of words starting a recession.