Newsclips
U.S. Shale Producers Let it Ride
May 23, 2018
Shale producers have been content to let it ride, hedging only 16% of 2019 production at an average of $60 per barrel. A looming end to OPEC's production cuts may change their tune.
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European Growth Slowing Further
May 23, 2018
Economic growth in the U.K. and most of Europe is slipping further, driven by collapsing soft (survey) data.
Newsclips
What We’re Reading
May 23, 2018
Today's topics include polls, the FOMC minutes, Venezuela sanctions, Fannie and Freddie, corporate bonds, Italy, preparing for the next financial crisis, emerging markets and 300 secrets to high stock returns.
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Cartoons
May 23, 2018
Newsclips
Goodbye, Fed Put and Hello, Trump Put
May 22, 2018
The Fed put may very well have been replaced by a Trump put. Investors appears pre-programmed to anticipate a run of unfavorable news coverage of Trump will be corrected in the days and weeks ahead. Small caps and technology equities have greatly out-performed following these periods of unfavorable Trump-related news trends.
Newsclips
Can Leveraged Loans Keep Up the Pace?
May 22, 2018
Leveraged loans are booming as investors chase higher yields and position for rising rates. Bond market volatility needs to rise for leveraged loans to keep outperforming high yield bonds.
Newsclips
Jim’s View: Is The Tide Turning For Republicans?
May 22, 2018
Now that the midterm elections are less than six months away in the U.S., we take stock of various polls and betting markets to gauge which party will control the House and Senate.
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What We’re Reading
May 22, 2018
Today's topics include Fedspeak, BoE chatter, Italy's populist movement, Venezuela, ETF management, rising yields, tech vs. oil, copper, emerging markets, the Volcker Rule and Chinese trade.
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Cartoons
May 22, 2018
Newsclips
Worsening Consumer Trends Reflect Rising Delinquency Rates
May 21, 2018
Google search trends are reflecting a rise in consumer stress and waning spending patterns. Forecasts show delinquencies across the top 100 banks could rise from 2.5% to 3.7% in the year ahead. Defensive sectors should provide better shelter than banks and diversified financials.
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Abrupt Rise in Inflation Expectations Propelling U.S. 10-year Yields Higher
May 21, 2018
The narrative for a continued rise in U.S. 10-year note yields remains inflation, meaning plenty of investors are not left confused over the past two weeks.
Newsclips
Insurance an Option as Storm Builds for Banks
May 21, 2018
U.S. bank equities face rising headwinds from weaker consumers, rising uncertainty, and slowing growth. The insurance sector is better positioned to ride out the storm.