Newsclips
Updating Weather’s Impact On February’s Payroll Report
March 8, 2018
Mild February weather likely led to fewer people missing work this past month than average.
Mild February weather likely led to fewer people missing work this past month than average.
Here you will find additional stories that we consider the most interesting and relevant of the day from major financial publications. Topics include Bitcoin, munis, ECB stimulus, the breakeven rate, wages and FAANG stocks.
A replay of our March 8, 2018 conference call.
Improved expectations for hiring, specifically across small businesses, and achieving full employment suggests wage growth could rise as high as 3.34% by early 2019.
In the last years of the Obama administration, regulatory activity went parabolic, hitting nearly 97,000 pages in a year. Under Trump, this has dramatically reversed.
With a combined balance sheet of $16.4 trillion, the Fed, ECB, BoE, BoJ and SNB essentially own 33% of the sovereign bond market.
How Stock Bond Relationships Change.
Powell is taking the helm of a Federal Reserve offering its strongest hawkish rhetoric since prior to the crisis. Confidence is rising given Brainard's latest speech, but the room for tightening is likely small. All in all, this may be steepening-friendly over the short-term for the U.S. Treasury yield curve.
U.S. pipeline-related assets have underperformed as the industry races to bring Permian Basin shale oil toward export facilities on the Gulf of Mexico.
In this webcast, Jim Bianco discusses changing inflation expectations leading to changing market relationships and how ETF investors are NOT reacting to this.
Here you will find additional stories that we consider the most interesting and relevant of the day from major financial publications.