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Newsclips
Economic Growth, Not Inflation the Big Fear
October 24, 2018
U.S. inflation expectations are quickly falling away from the best levels seen in early 2017. Risk-off flows coupled with softening economic and inflation momentum have become headwinds.
Newsclips
The Rise of the Stablecoin
October 24, 2018
The latest splash in cryptocurrencies is offering stability over speculative value. But is a digital dollar too close to the real thing?
Newsclips
Midterm Countdown
October 24, 2018
With less than two weeks to go before the midterms, we will update our charts/metrics of election expectations daily.
Newsclips
What We’re Reading
October 24, 2018
Today's topics include Trump vs the Fed, Italy, Fed president Bostic speaks, the stock market's wild ride, retail investors buying the dip, foreigners buying fewer US Treasuries, leverage loans and crude oil.
Newsclips
Cartoons
October 24, 2018
Newsclips
Wealth Managers Continue To Struggle With The Asset Allocation Decision
October 23, 2018
The biggest trade/issue in the market is the asset allocation decision in light of the regime change between stocks and bonds. Here we offer more detail about the 400,000 wealth managers representing 36 million accounts who are struggling with this changing landscape.
Newsclips
China Stumbles, but Investors Sending Flows
October 23, 2018
ETF investors boosted flows to China in mid-August 2018, only to suffer another round of drawdowns approaching -30% (Shanghai Composite). But, a rebound in Asia Pacific economic data changes and commodities may be on the horizon.
Newsclips
Boom Times Fade for Oil Refiners
October 23, 2018
Painful oversupply discounts have eased. Relief for shale producers will come at the expense of disappointment for refiners. Discussions of energy margins, free cash flow, and capex will be especially important this quarter.
Newsclips
Midterm Update: A “Split Decision” Is Still Expected
October 23, 2018
The midterm elections are now two weeks away. The consensus continues to forecast a highly unusual outcome where the Democrats pick up House seats and the Republicans pick up Senate seats. Trump's approval rating has jumped to a five-month high.
Newsclips
What We’re Reading
October 23, 2018
Today's topics include the return to normal, the U.S. steel Industry, robots taking over, the Narrow Bank, Paul Volker and the rental boom.