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What We’re Reading
April 3, 2018
Today's topics include the BoJ's exit, auto sales, technical analysis, Bitcoin, an alternative to LIBOR, private financing, volatility and Manhattan property prices.
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April 3, 2018
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Markets Paying Attention to Oil Prices Again
April 2, 2018
Ties between oil prices and major asset classes are strengthening just as crude oil prices look increasingly vulnerable.
Newsclips
Tighter Financial Conditions Are on the Way, When Will High Yield Respond?
April 2, 2018
Financial conditions are finally tightening, however disruption has not yet been seen across U.S. high yield. We are watching the correlation between U.S. high yield and the U.S. 2-year 10-year spread, world equity drawdowns, and zombie companies to determine when credit spreads will finally widen. The Fed may be the instigator with less room than previously thought to tighten.
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Long-End Yields in the U.S. May Be Capped Relative to Other Developed Economies
April 2, 2018
U.S. economic data looks poised to miss expectations after deterioration across the Eurozone, U.K., and Canada. U.S. 30-year yields should find difficulty ascending relative to other major developed economies.
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Total Return Review – A Look at Stock and Bond Total Returns Through March 2018
April 2, 2018
Stock and Bond Total Returns Through March 2018.
Newsclips
CoT Webcasts for March 30, 2018
April 2, 2018
A look at the March 30, 2018 CoT report.
Newsclips
What We’re Reading
April 2, 2018
Today's topics include stock market sentiment, risk-on/risk-off, transparency in the Treasury market, QE's effect on income disparity, corporate debt by rating, balance sheet normalization, earnings, economic stability and Bitcoin.
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Cartoons
April 2, 2018
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Zombie-Fever Abating with a Return to Lower Yields
March 29, 2018
Interest rate-sensitive industries have dramatically underperformed during this era of tightening Federal Reserve policy. Not surprisingly, these very industries possess the greatest proportion of near-zombie companies. A return to lower U.S. Treasury yields would avoid tumult and help these industries recover some losses. However, an increasingly hawkish Federal Reserve without the tailwind of inflation and global economic growth could push some of these companies into the walking dead.
Newsclips
Industrial Real Estate Bending to Amazon’s Will
March 29, 2018
Industrial real estate continues to outperform as Amazon expands both its distribution networks and brick and mortar retail presence.
Newsclips
Checking In On Stock Market Sentiment
March 29, 2018
Despite the volatility in the stock market over the past couple months, sentiment has yet to turn truly bearish.