Newsclips
The Case for Long Bonds
August 27, 2019
Jim was on Bloomberg yesterday making the case for a continued rally in long bonds.
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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.
Newsclips
Quick Comments/What We’re Reading
August 27, 2019
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.
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Cartoons
August 27, 2019
Newsclips
Conference Call Transcript – Negative Rates Pose Problems for the Financial System
August 26, 2019
A transcript of our August 22, 2019 conference call.
Newsclips
Quick Comments/What We’re Reading
August 26, 2019
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.
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Cartoons
August 26, 2019
Newsclips
Making the Case for 50
August 23, 2019
Jim discussed his case for cutting rates 50 basis points.
Newsclips
Quick Comments/What We’re Reading
August 23, 2019
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.
Newsclips
Cartoons
August 23, 2019
Conference Calls
Conference Call Replay – Negative Rates Pose Problems for the Financial System
August 22, 2019
A replay of our August 22, 2019 conference call.
Newsclips
All Eyes on Powell Tomorrow
August 22, 2019
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.