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Newsclips
Who Are the 2020 Leaders?
August 2, 2019
The betting markets are akin to a real-time poll. We use them to show how the 2020 election is unfolding.
Newsclips
Employment in Pictures – Smallest Firms Shed Jobs for Third Straight Month
August 2, 2019
The smallest firms in the U.S. have now shed jobs three months in a row. While far from a trend, this could be worth watching.
Newsclips
Quick Comments/What We’re Reading
August 2, 2019
Today's topics include the trade war, deregulation and the 2020 election, stock buybacks, the case for people's quantitative easing, Judy Shelton speaks, what's next for the Fed, Germany's yield curve, China's global economic, leveraged loans and yen-dominated credit outside Japan.
Newsclips
Cartoons
August 2, 2019
Conference Calls
Conference Call Replay – Discussing the July FOMC Meeting and Its Implications on the Markets
August 1, 2019
The handout, audio replay, webinar replay of our August 1, 2019 conference call titled Discussing the July FOMC Meeting and Its Implications on the Markets can be found below. The handout is below: View PDF The audio replay can be heard below: The webinar replay is below:
Newsclips
The Fed Cuts Rates, but Still Disappoints Markets
August 1, 2019
Jim was on the TD Ameritrade network talking about the Fed.
Newsclips
Monthly Fund Flows – Detailing Active and Passive Flows
August 1, 2019
Monthly fund flows through June 30, 2019
Newsclips
Total Return Review – A Look at Annualized Stock Returns
August 1, 2019
A look at total returns through July 2019
Newsclips
Quick Comments/What We’re Reading
August 1, 2019
Today's topics include the Treasury's issuance schedule, a preview of tomorrow's payroll report, cash on the sidelines, central banks' gold purchases, a dollar funding squeeze, a strong dollar/weak dollar debate, fixed income ETF flows and low global rates.
Newsclips
Cartoons
August 1, 2019
Newsclips
Relative Rates and the Fed Decision
July 31, 2019
As the Fed prepares to cut rates for the first time since 2008, attention will turn to forward guidance. More cuts are expected later this year.