Search
Newsclips
De-Risking Mentality Takes Hold
December 17, 2018
Jim appeared on CNBC with Rick Santelli discussing the move from growth funds to value funds as investors de-risk their portfolios.
Newsclips
Rate Hike Timing Adhering to the Same Old Metrics
December 17, 2018
FOMC rate hike timing is falling in line with global economic growth and inflation expectations.
Newsclips
Wage Growth Still Confined to Tech, Services
December 17, 2018
Search interest in tech-related jobs is leading improvements in broader employment search categories. But slowing economic growth means the wage growth disparity between services and manufacturing is likely to persist in the near term.
Newsclips
Quick Comments/What We’re Reading
December 17, 2018
Today's topics include Druckenmiller's plea for a Fed pause, Europe's problems continue, dividends to the rescue, China's Central Economic Work Conference, a dry month for junk bond issuance, hoping for a Santa Claus rally, retails tough quarter, shrinking populations, a history of GE and a global conflict gauge.
Newsclips
Cartoons
December 17, 2018
Newsclips
Leverage Loans Stumble More
December 14, 2018
Leverage bank loans went from bad to worse this week. For now, we do not look at this as a leading indicator of contagion.
Newsclips
Companies STILL Not Concerned About Tariffs
December 14, 2018
While the media continues to hyperventilate about the trade war and the market swings with every Trump tweet, corporations continue to paint tariffs as small and manageable.
Newsclips
Flows into Interest Rate Sensitive Assets Reach an Extreme
December 14, 2018
Investor flows into interest rate sensitive assets reveal greatly diminished fears long-end U.S. Treasury yields will climb. But, past instances indicate a contrarian signal pointing to higher yields.
Newsclips
Signs of a Bid for Duration in Banks
December 14, 2018
As financial sector equities continue to take a beating, signs of a bid for longer-dated bank paper are an interesting development.
Newsclips
Quick Comments/What We’re Reading
December 14, 2018
Today's topics include central bank balance sheets, why politicians should not attack central banks, economists lower rate hike expectations, 10-Year Treasury speculation, US stock outflows accelerate, a better gauge of financial conditions, the US stock market finally stops shrinking, more on bitcoin, the slowing housing market and the skyscraper index.