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Conference Call Replay & Transcript – Interconnected Rates in an Interconnected World
September 12, 2019
A replay of our September 12, 2019 conference call
Newsclips
The Stock Rotation That Might Be Saving the Active Managers’ Year
September 12, 2019
When markets make jarring moves, like the rotation away from momentum stocks or to value from growth, the instinct is to ask who was hurt. But in this case, it is likely saving many active value managers' years.
Newsclips
Another Democrat Debate
September 12, 2019
The third Democrat debate is tonight. The polls suggest Biden is in the lead, while betting markets put Warren at the top.
Newsclips
Quick Comments/What We’re Reading
September 12, 2019
Today's topics include the ECB's big day, Kocherlakota rewrites Dudley's op-ed, good news on the trade front, the case against more rate cuts, Turkey cuts rates more than expected, indexing capital gains to inflation, using derivatives to profit from negative rates, active vs. passive funds and the effect of a financial system on an economy.
Newsclips
Cartoons
September 12, 2019
Newsclips
Tomorrow’s ECB Meeting – The Most Important Central Bank Decision of All
September 11, 2019
Central bankers talk about the limits of monetary policy, but the ECB has not acted in a way that indicates their effectiveness is in question. Instead of acting again tomorrow, they should recognize their limits and not move.
Newsclips
Quick Comments/What We’re Reading
September 11, 2019
Today's topics include momentum trading taking another hit, the latest in the trade war, gauging the effect of the ECB's extraordinary measures, the plan to privatize the GSEs, speculators' bets against natural gas and Jamie Dimon's change of heart on yields.
Newsclips
Cartoons
September 11, 2019
Newsclips
Quick Comments/What We’re Reading
September 10, 2019
Today's topics include the pushback on ECB stimulus, CIOs' opinions on negative rates, more on banks' struggles, growth vs. value and the momentum play, investing in Vietnam, China removes QFII limits and bond returns in 2019.
Newsclips
Cartoons
September 10, 2019
Newsclips
Detailing Relative Rates
September 9, 2019
Both the yield curve and the relative position of U.S. interest rates to those across the world are pointing to economic stress ahead.