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Newsclips
Thoughts on Tariffs and the Upcoming Trump/Xi Meeting
June 28, 2019
While many in the U.S. hope the trade war could soon be resolved, the Chinese appear to be digging in for a longer confrontation. Expect the meeting this weekend to yield more talking. Risk markets will look at this bullishly.
Newsclips
Takeaway from the Democrat Debates
June 28, 2019
Yesterday political betting markets set record trading volume on volatile trading. They now show no clear front-runner for the Democrat nominee.
Newsclips
Monthly Fund Flows – Detailing Active and Passive Flows
June 28, 2019
Monthly fund flows through May 31, 2019
Newsclips
Quick Comments/What We’re Reading
June 28, 2019
Today's topics include stocks versus bonds, Goldman bets on a Fed rate cut, more on the H20 group, big banks pass Fed stress tests, Main Street vs Wall Street and the bond market, low fee ETFs, currency wars, checking in on the dollar and more on Libra.
Newsclips
Cartoons
June 28, 2019
Newsclips
The Market Decides When to Cut
June 27, 2019
The old saying still holds true. The Fed decides when to hike and the market decides when to cut. Economists are still struggling to embrace this concept.
Newsclips
Quick Comments/What We’re Reading
June 27, 2019
Today's topics include hedge funds cutting fees to zero, private equity vs. public markets, reaching for yield in a low rate world, the latest on the trade war, the CBO's budget projections, bitcoin volatility and popularity, libra as a serious currency alternative, small caps vs. large caps and housing affordability.
Newsclips
Cartoons
June 27, 2019
Charts of the Week
Fed Funds Are a High-Yielding Instrument
June 26, 2019
Only 6.49% of developed countries' sovereign debt currently offers a higher yield than the federal funds rate.
Charts of the Week
‘Allocator’ ETFs Posted Large Inflows Last Week
June 26, 2019
Buy-and-hold investors recently posted one of their largest weekly inflows of the past couple years.
Charts of the Week
Negative Interest Rates and Banks
June 26, 2019
Japanese and European bank stocks defy the concept of 'stocks for the long run.'