Newsclips
Consumer Interest in Shopping Dropping Fast
November 13, 2018
Consumers are finding other things to do with the time they used to spend shopping. We see headwinds for retailers, especially in the home improvement space.
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What We’re Reading
November 13, 2018
Today's topics include crude oil, trouble in Europe, Gold ETF inflows, stock market volatility, private equity funds, GE's liquidity worries, bear market signals and bonuses on Wall Street.
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Cartoons
November 13, 2018
Newsclips
Talkin’ Tariffs
November 12, 2018
Although the media is obsessed with tariffs, companies are talking less about them and saying they are not a big problem.
Newsclips
Tailoring Tariff Talk to Your Target Audience
November 12, 2018
Like most companies, P&G will make different comments about tariffs depending on the audience. When talking to the media, tariffs will "destroy consumers' confidence in American brands." When speaking to investors, they say they "haven't seen any appreciable impacts of the tariff situation on consumer attitudes towards brands."
Newsclips
Earnings Update: Do Earnings Beats No Longer Matter?
November 12, 2018
450 (90%) of the S&P 500 companies have reported Q3 2018 earnings. The beat rate is 77% and earnings are topping 25%, the best since 2011. But, have companies gone too far in gaming earnings as even beats are now a reason to sell?
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What We’re Reading
November 12, 2018
Today's topics include stock returns in a rising rate environment, positioning for yuan intervention, Russia weening off the dollar, global leverage, crude oil supply and demand, and bearish billionaires.
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Cartoons
November 12, 2018
Newsclips
PMIs Drop, Global Slowdown Expected Through Year-end
November 9, 2018
PMIs are slowing as foretold by waning Google search trends for consumer spending. A continued slowdown in economic growth is expected through year-end before an eventual rebound.
Newsclips
The Fed Keeps Rates Unchanged, Market Still Expecting a Hike in December
November 9, 2018
Yesterday's meeting came and went as expected. The market now turns its eyes to the December meeting, where a hike is expected. The fact that the effective rate is trading right on top of IOER is one issue that may be addressed at that meeting.
Newsclips
Understanding Fedspeak
November 9, 2018
FOMC statements in the Powell era remain short and to the point.
Newsclips
Falling Oil a Bigger Threat to Latin America EM
November 9, 2018
Falling oil prices tend to be bearish for emerging market equity returns, but the impacts vary across economies. Lower oil prices favor Asia Pacific outperformance over Latin America.