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Newsclips
Bond Investors Have Fallen Asleep at the Wheel
July 6, 2018
The volatility of inflation expectations has reached the lowest in recorded history, just ahead of a slew of inflation releases (AHE, PPI, and CPI). However bond investors will continue to see little excitement until pricing in headline inflation above 2.5% year-over-year for the years to come.
Monthly Reports
Employment In Pictures – 93 Straight Months Of Job Growth
July 6, 2018
The U.S. has added jobs for 93 consecutive months. While this is clearly a positive sign for the economy, this streak could also be a function of improved data collection techniques.
Newsclips
ETF Flows Follow Performance into Small Caps, Utilities
July 6, 2018
Strong performance is drawing ETF investors into small caps and utilities.
Newsclips
What We’re Reading
July 6, 2018
Today's topics include the yield curve, trade wars vs earnings, the summertime bond market, examining the CoT report, tax reform and corporate balance sheets, tariffs on soybeans, growth vs value stocks and $150 crude oil.
Newsclips
Cartoons
July 6, 2018
Newsclips
Econ Growth, Not Trade Wars, Denting EM and Commodities
July 5, 2018
Slowing G10 economic growth, not tariffs or trade war risks, have pushed investors out of emerging markets and commodities. Latin America, namely Brazil, remains a bright spot with above-average economic data changes.
Newsclips
Surveys Likely Exaggerating Trade Slowdown
July 5, 2018
The diminishing utility of economic surveys has been a major theme of ours lately. Dire warnings of depressed purchasing managers should be viewed in the same skeptical light.
Newsclips
What We’re Reading
July 5, 2018
Today's topics include central bank accommodation, S&P turnover, Chinese consumer spending, high yield debt, banking compensation, M&A activity, Greenlight's struggles, artificial intelligence, politics & investing, crypto manipulation and sentiment during financial crises.
Newsclips
Cartoons
July 5, 2018
Charts of the Week
Four Centuries Of Stock Prices
July 3, 2018
Stock prices since the 1600s.
Charts of the Week
A Long-Term Look At Interest Rates
July 3, 2018
A long-term view of interest rates in the U.S.