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Central Banks Look To Keep Control of Real Rates

December 27, 2017

The Wall Street Journal – Can Central Banks Keep Control of Interest Rates? Inflation-adjusted—or ‘real’—rates remain low, lending support to booming prices for stocks, property and other assets. But some worry that could vanish sooner than markets realize Investors are elated by a booming global economy and the promise of central banks to tighten monetary policy… Continue reading Central Banks Look To Keep Control of Real Rates

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Copper 

December 27, 2017

Bloomberg Markets – Copper Rallies to Three-Year High as China Plant Halts Output Copper in London surged to the highest level since 2014 after China ordered its top producer to halt output to combat winter pollution, adding further impetus to a rally in the metal this year that’s been driven by optimism about demand as well… Continue reading Copper 

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Are Commodities Too Cheap?

December 27, 2017

Bloomberg Markets – Commodities Are ‘Screaming to Be Bought’ The Standard & Poor’s GSCI Total Return Index, which tracks 24 raw materials, is hovering near a record low valuation relative to the benchmark S&P 500 U.S. stock index. That suggests a major and extended 10-year bull market run starting in 2018, said Shawn Hackett, the president… Continue reading Are Commodities Too Cheap?

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Your Daily Cryptocurrency Newsbriefs

December 27, 2017

Bloomberg View – Mohamed El-Erian: This May Be Bitcoin’s Moment of Truth The market is at a crucial juncture in the waning days of 2017. After bitcoin experienced one of the biggest roller-coaster weeks in its young history, the most important question facing it is whether the recent price correction will prove to be what market participants refer… Continue reading Your Daily Cryptocurrency Newsbriefs

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Newsclips

Venezuela Default Is Rare

December 27, 2017

The Economist – Countries rarely default on their debts VENEZUELA is an unusual country. It is home to the world’s largest reserves of oil and its highest rate of inflation. It is known for its unusual number of beauty queens and its frightening rate of murders. Its bitterest foe, America, is also its biggest customer, buying… Continue reading Venezuela Default Is Rare

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Trump’s First Year In Office

December 27, 2017

MarketWatch – Caroline Baum: Trump is right when he says ‘there’s never been anything like it before’ Real gross domestic product did post back-to-back quarters of 3% growth or better in the second and third quarters of 2017 for the first time in three years. The fourth quarter could make it three in a row, which would… Continue reading Trump’s First Year In Office

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Cartoons

December 27, 2017

Newsclips

Gold ETF Investors Selling into Strength

December 26, 2017

ETF investors are losing interest even as gold has rallied 3.5%. Realized volatility in spot gold prices hit a post-crisis low.

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Newsclips

Economists’ Projections Look Rosier

December 26, 2017

The Wall Street Journal – New Stimulus Leads Economists to Revise Up Growth, Deficit Projections Economists on Wall Street are revising up their estimates of U.S. economic growth over the coming two years due to Washington’s embrace of tax cuts and government spending increases. Another impact of Washington’s fiscal stance will be larger budget deficits… Continue reading Economists’ Projections Look Rosier

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Bitcoin Volatility

December 26, 2017

MoneyBeat (WSJ Blog) – Bitcoin Flips Between Bull and Bear Markets Almost Once a Month How volatile is bitcoin? Consider that it’s gone from being in a bull market to a bear market, or vice versa, nearly once a month in 2017. Bitcoin is again falling Friday, dropping from a peak of nearly $20,000 over… Continue reading Bitcoin Volatility

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Newsclips

Bank Stocks

December 26, 2017

Bloomberg – Bank Stocks Need More Than Tax Cuts to Sustain Their Rally in 2018 Banks may be poised for more gains as analysts expect direct and secondary effects from Congress’s tax overhaul to keep boosting bottom lines. Even so, they’ll likely need more than taxes to stay attractive in 2018. Investors are watching for… Continue reading Bank Stocks

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Retail Gets A Holiday Bump

December 26, 2017

The Wall Street Journal – Retailers Feel Shoppers’ Christmas Cheer Investors, who have abandoned many retail stocks even as the broader stock market surged, have started to return. Shares of Macy’s and Gap, for example, have jumped 24% and 18%, respectively, in the past month, compared with a 3% gain in the S&P 500. Wal-Mart… Continue reading Retail Gets A Holiday Bump