Newsclips
What We’re Reading
June 13, 2018
Today's topics include Fed policy and Inflation, the FOMC meeting, bond traders, lumber tariffs, monopolies, big banks, oil forecasts and more on the crypto washout.
Search
Found 40611 Results
Page 745 of 3385Newsclips
Cartoons
June 13, 2018
Inflation Watch
Wage Growth MIA, Blame Technology
June 12, 2018
Small business surveys for compensation are at all-time highs, but real wage growth has failed to follow through. Technology is the latent factor anchoring core inflation and wages. The more profit margin improvements are eaten up by technology, the heavier the anchor. In response, options markets have been very hesitant to price in headline inflation running above 2.5% for the foreseeable future.
Newsclips
Strong Balance Sheets Won’t Save You
June 12, 2018
Strong balance sheet stocks won't save your portfolio if financial conditions in the U.S. continue to tighten. Past tightening in financial conditions has dented performance across equities and credit markets.
Newsclips
Jim’s View: The Stock Market’s Message x-FAANMG
June 12, 2018
The six FAANMG stocks account for virtually all the gains in the S&P 500 this year. The returns of the other 494 stocks are consistent with signs of a moderating economy.
Newsclips
What We’re Reading
June 12, 2018
Today's topics include a preview of the FOMC meeting, emerging markets, political risk, the cost of indexing, Chinese bond defaults and diverging policies in the U.S. and EU.
Newsclips
Cartoons
June 12, 2018
Newsclips
ECB Holds All the Cards
June 11, 2018
The favorable beta provided by an expanding global central bank balance sheet may very well hinge on the timing of the ECB's exit from QE.
Newsclips
Where Are Mutual Fund And ETF Fees Pressures Coming From?
June 11, 2018
The investment management industry has highly elastic pricing. To-date, the industry has been slow to respond to the lower-cost funds. However, the flurry of stories about funds cutting fees in the last few weeks could be the start of a larger trend toward aggressive pricing.
Newsclips
Crypto Washout
June 11, 2018
The positive feedback loop between publicity and higher prices for cryptocurrencies has reversed. Search interest is falling along with prices.
Newsclips
What We’re Reading
June 11, 2018
Today's topics include this week's important economic events, stock market sentiment, artificial intelligence, emerging markets, CDS, social security, the mechanics of raising rates, betting against volatility, stock returns after being added to an index and comparing debt to liquid assets.