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Page 903 of 3385Conference Calls
Outlook for Rates, the Fed and Markets
October 11, 2017
Handout, mp3 replay and webcast replay for our conference call titled Outlook for Rates, the Fed and Marketson October 12, 2017. The handout can be found here (starts with the second post). Mp3 replay can be heard below: Webcast replay below:
Conference Calls
The Race For Fed Chair
October 11, 2017
CNBC – The contest for next Fed chair is coming down to two pretty different choices The contest for who will become the next head of the Federal Reserve appears to be coming down to two pretty different choices. In recent days, market participants have become more focused on former Fed Governor Kevin Warsh and… Continue reading The Race For Fed Chair
Conference Calls
The Neutral Rate: The Fed vs The Market
October 11, 2017
Comment The market and the Fed have two very different views about future rate hikes or the path to the neutral rate. The next chart shows the number of total hikes expected by the end of 2017 (green) and 2018 (yellow). Remember that two hikes are done. So the market expects an additional 0.5 more… Continue reading The Neutral Rate: The Fed vs The Market
Conference Calls
Central Bank Balance Sheets
October 11, 2017
Conference Calls
Get Ready, Financial Conditions Primed to Tighten for First Time
October 11, 2017
Bloomberg – Fed Eyes Rates as Asset-Price Tool in Break With Hands-Off Past Strategy echoes approach backed by Fed chair contender Warsh Federal Reserve policy makers are embarking on a subtle shift in strategy with potentially big implications for investors: using interest rates as a tool to contain the knock-on effects of lofty stock and… Continue reading Get Ready, Financial Conditions Primed to Tighten for First Time
Conference Calls
Fed Tightening and Financial Conditions
October 11, 2017
Financial conditions remain looser now than when the Fed began this tightening campaign. This behavior is unique during a Fed tightening campaign. The next chart shows the Goldman Sachs Financial Conditions index for the U.S. Shaded bands reflect Fed tightening campaigns. Two components of the Goldman Sachs Financial Conditions Index are contributing to the… Continue reading Fed Tightening and Financial Conditions
Conference Calls
European Economies on the Mend
October 11, 2017
Bloomberg – Economists Boost Euro-Area Outlook, See Best Year in a Decade Outlook has improved after strong first-half performance The euro-area economy just got another upgrade, with economists seeing the fastest expansion since before the financial crisis. In the latest survey by Bloomberg News, gross domestic product is forecast to increase 2.1 percent this year, up… Continue reading European Economies on the Mend
Conference Calls
Earnings Season Starts This Week
October 11, 2017
The Financial Times – US investors primed for blow to earnings US earnings growth slowed dramatically in the third quarter from a breakneck pace in the first half, according to analysts’ expectations, with some companies feeling pressure from hurricanes that battered Texas, Florida and Puerto Rico. Wall Street analysts are forecasting an increase of just… Continue reading Earnings Season Starts This Week
Conference Calls
Worries About ETF Liquidity
October 11, 2017
Risk.net – Global trends in institutional ETF trading Sponsored survey report: Jane Street It incorporates responses from 210 institutional investors – 86 from the US, 79 from Europe and 45 from Asia – alongside qualitative interviews with a number of market participants. Bloomberg.com – Investors Concerned About High-Yield ETF Liquidity, Survey Shows Most institutional investors are concerned about… Continue reading Worries About ETF Liquidity
Conference Calls
Q&A From Our October 12, 2017 Conference Call
October 11, 2017
Robert asks: “What’s your view on interest rates between now and the end of the year?” Jim Bianco: We had been arguing between now, and the end of the year that our view on interest rates had been two, then three. That the market would go down to two by summer and then start on its… Continue reading Q&A From Our October 12, 2017 Conference Call
Newsclips
Outlook for Rates, the Fed and Markets
October 11, 2017
Comment On Thursday, October 12, 2017 at 9 AM CT (10 AM ET, 7 AM PT and 15:00 BST), Bianco Research, in conjunction with Arbor Research & Trading, will be hosting a webinar/teleconference moderated by Jim Bianco. Join us Thursday as we discuss the outlook for interest rates, the Fed and markets in general. Click… Continue reading Outlook for Rates, the Fed and Markets