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Welcome Back, Volatility! Financial Conditions Primed to Tighten
February 5, 2018
Volatility-sensitive equity strategies are suffering in the wake of heightened inflation fears and a pulling in of rate hike expectations.
Newsclips
An Earnings Update – Still Red Hot
February 5, 2018
View PDF The Wall Street Journal – Despite Market Turmoil, Corporate Earnings Shine Bright With about half of the companies in the S&P 500 having reported results, 80% have beat revenue expectations With about half of the companies in the S&P 500 having reported fourth-quarter results, roughly 80% have beaten Wall Street’s revenue expectations. That is… Continue reading An Earnings Update – Still Red Hot
Newsclips
High Yield Outflows Accelerate
February 5, 2018
Bloomberg – Junk-Bond Selloff Erodes Investor Optimism The worst day of the year for junk bonds rattled credit-investor confidence as risk assets suffered in sympathy with slumping Treasuries and stocks. But most portfolio managers don’t expect much more of a selloff. The high-yield pain was most easily spotted in exchange-traded funds, the biggest of which dropped… Continue reading High Yield Outflows Accelerate
Newsclips
Midterm Election Update
February 5, 2018
The New York Times – Nate Cohn: The Last Two Weeks of Polls Have Been Great for Republicans. Do They Signal a Shift? The Democrats’ impressive lead in the generic congressional ballot has slipped. The Democratic advantage on the generic congressional ballot, which asks people whether they’ll vote for Democrats or Republicans for Congress,… Continue reading Midterm Election Update
Newsclips
The Stock/Bond Relationship
February 5, 2018
Bloomberg.com – Stock Selloff Is the Start of Something Big S&P 500 falls almost 4% in week as volatility crashes back Shares fall even as company earnings estimates go straight up They’ve faced threats before: swollen valuations, a stagnating economy, stretches of declining earnings. Now investors are dealing with a new menace, and it’s wreaking more… Continue reading The Stock/Bond Relationship
Newsclips
CoT Webcasts For February 2, 2018
February 5, 2018
OPEN Commitment of Traders Analysis For February 2, 2018 On February 2, 2018, the Commodity Futures Trading Commission (CFTC) released the Commitments of Traders (CoT) statistics for Tuesday, January 30, 2018. Click on the open button above for some charts and a few short webcasts noting some of the data we found interesting from our new… Continue reading CoT Webcasts For February 2, 2018
Newsclips
Is Big Tech Coming After The Banking Industry?
February 5, 2018
The Financial Times – Finance chiefs warn on Big Tech’s shift to banking Leading lenders fear internet giants will cherry-pick best parts of their business Big Tech’s move into banking is threatening financial stability and the biggest US and Chinese technology groups should be subject to some of the same regulation as big banks, according to… Continue reading Is Big Tech Coming After The Banking Industry?
Newsclips
Timing The End Of The Stock Bull Market
February 5, 2018
Barron’s – The Bull Market’s Days Are Numbered Time is running out for the bull, says Scott Minerd, a founding managing partner and global chief investment officer for Guggenheim Partners, the New York-headquartered investment firm, which manages $295 billion. Minerd sees upside for U.S. stocks, before a recession arrives in late 2019 or 2020 that will… Continue reading Timing The End Of The Stock Bull Market
Newsclips
Yellen Wanted To Remain Fed Chair
February 5, 2018
Bloomberg.com – Yellen Admits Disappointment Over Her Exit in Rare Interview Outgoing Fed chair says feels ‘great’ about economy’s strength Final-hour move at central bank a growth ban on Wells Fargo Federal Reserve Chair Janet Yellen professed her disappointment over not being tapped for a second term by President Donald Trump, as she also predicted the… Continue reading Yellen Wanted To Remain Fed Chair
Newsclips
Venezuela’s Hyperinflation Problem
February 5, 2018
The Wall Street Journal – How Fast Are Prices Skyrocketing in Venezuela? See Exhibit A: the Egg Government policies fuel hyperinflation, leading to a cash shortage; IMF expects inflation in 2018 to hit 13,000% Prices here are doubling every few weeks, confounding cash-strapped Venezuelans who are scrambling to find a way to pay for basic… Continue reading Venezuela’s Hyperinflation Problem
Newsclips
The Jay Powell Era Begins
February 5, 2018
The Financial Times – Lawrence Summers: Jay Powell’s challenge at the Fed The first challenge facing the estimable Jay Powell as Fed chairman is working out how to achieve growth that is both adequate and financially sustainable. Even with very low interest rates, the normal level of private saving consistently and substantially exceeds the normal… Continue reading The Jay Powell Era Begins