Newsclips
Europe’s Problems a Concern to Global Growth
January 24, 2019
The continued deterioration in European economies has the attention of ECB President Mario Draghi. Global earnings are falling and foreign-focused US stocks are underperforming.
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Quick Comments/What We’re Reading
January 24, 2019
Today's topics include politics effect on global growth, freer markets in China, Venezuela's dwindling importance in the crude oil market, asset correlations, hedge fund startups, home sales' decline and a potential fat finger trade.
Newsclips
Cartoons
January 24, 2019
Newsclips
Conference Call Friday – Can the Fed’s Dovish Tone Outweigh Bearish Market Factors?
January 23, 2019
Join us for our conference call on Friday, January 25, 2019.
Newsclips
The Divergence Between HY and IG Volume Continues
January 23, 2019
Price and volume between investment grade and high yield are diverging in ways not seen in years. This represents a risk for high yield moreso than investment grade.
Newsclips
Quick Comments/What We’re Reading
January 23, 2019
Today's topics include slowing global growth, Europe, everyone is urging central banks to be cautious, why the shutdown won't stop growth, U.S. oil companies, home sales slow, the yield curve, stock buybacks, how we think about debt and an early quant trader goes rogue.
Newsclips
Cartoons
January 23, 2019
Newsclips
Earnings’ Struggles Continue
January 22, 2019
Through Friday, only 61 (12%) of S&P 500 companies have reported Q4 2018 earnings. Estimates for the remaining 88% continue to decline. Q1 2019 earnings forecasts are now below the inflation rate.
Newsclips
Quick Comments/What We’re Reading
January 22, 2019
Today's topics include the Feds balance sheet, leveraged loans, corporate debt levels, crude oil production in the U.S., China, the government shutdown and stock market performance, passive vs active funds, Barclays, the stock market bubble, financial regulation in 2019, blaming the algos and the World Economic Forum in Davos.
Newsclips
Cartoons
January 22, 2019
“Yes, Walter, it is indeed rather fascinating to know that the decline of 5.75 per cent in our Global Growth Fund precisely matches the percentage of the new year that has already elapsed.”
Newsclips
Why Did Banks’ Fixed Income Trading Suffer in Q4?
January 18, 2019
Despite a rally in most fixed income assets in Q4 2018, FICC trading at many of the major U.S. banks suffered. Could a persistent bearishness on bonds have led to these results?
Newsclips
Revisiting the Stock/Bond Relationship
January 18, 2019
We continue to see a regime shift in the relationship between stocks and bonds.