Newsclips
Earnings Update: Wrapping up Q2 Results
August 27, 2019
Q2 2019 earnings growth has bounced back to 2.19%. However, Q3 2019 estimates are negative and full-year estimates have fallen to just 2.68% growth.
Q2 2019 earnings growth has bounced back to 2.19%. However, Q3 2019 estimates are negative and full-year estimates have fallen to just 2.68% growth.
Today's topics include Dudley's take on Fed independence, the latest on the trade war, fiscal vs monetary stimulus, more on negative yields, how negative yields have impacted pension funds, the next recession, LIBOR, emerging market bonds, natural gas supply and the U.S. bond kings.
A transcript of our August 22, 2019 conference call.
Today's topics include the latest on the trade war, dealing with negative rates, bonds trading like stocks, stocks ignoring worsening economic data, Powell sets the record straight with Trump, hoping for inflation, more on Jackson Hole, wealth distribution in the U.S., Deutsche and UBS, Rob Arnott on the yield curve, Carney calls for global currency and Tweets of interest.
Jim discussed his case for cutting rates 50 basis points.
Today's topics include the slowing global economy, all eyes on Powell, central banks lost their mojo, ultra-long Treasury bonds, more on negative rates, what the Fed can learn from Canada, the bond market and stock buybacks.
A replay of our August 22, 2019 conference call.
The markets are pricing in a much more aggressive rate cutting campaign than the Fed has hinted at so far. Powell has a chance to address this difference of opinion at his Jackson Hole speech tomorrow.
Join us today at 9 AM CT for our conference call.