Newsclips
The Myth Of Cash On The Sidelines Webinar
July 13, 2017
OPEN Webcast – The Myth of Cash On The Sidelines In this webinar, Greg Blaha discusses the myth of cash on the sidelines.
Search
Found 40615 Results
Page 984 of 3385Conference Calls
Q&A From Our July 14, 2017 Conference Call
July 13, 2017
Charles asks: Do you think the last three months of CPI and PC inflation indicate that we’re now in another bout of disinflation? Jim Bianco: I’m going to answer the question by pointing this out. That this year, core inflation is down between 2/10ths and 3/10ths depending on your measure, PC or CPI, based… Continue reading Q&A From Our July 14, 2017 Conference Call
Newsclips
Credit Spreads
July 13, 2017
Bloomberg – Why Credit Spreads Are Resisting Threats From Rising Rates Credit markets didn’t get the memo. After hawkish rhetoric two weeks ago by central bankers led by Mario Draghi set off a sharp surge in government bond yields, the investment-grade and high-yield debt markets have collectively shrugged. Since then, the extra compensation investors demand… Continue reading Credit Spreads
Newsclips
Betting Big On Volatility
July 13, 2017
Bloomberg Business – Bond Trader Bets $10 Million That Volatility Revival Is Imminent Profit would come from price swings on Yellen, inflation, ECB Volatility in the bond market is about to stage a comeback. At least that’s what one trader is betting, judging by options-market activity signaling a conviction that Treasuries will either win big or… Continue reading Betting Big On Volatility
Newsclips
Gilt/Treasury Spreads
July 13, 2017
The Financial Times – UK-US bond gap skewed by currency A number of hedge funds are betting that gilt yields are heading higher based on the idea that Brexit will damage the British economy. Algebris, one of these funds, has argued that shorting gilts is a no-brainer because not only is the UK economy vulnerable… Continue reading Gilt/Treasury Spreads
Newsclips
High Frequency Traders & The Law Of Diminishing Returns
July 13, 2017
Bloomberg – They’re The World’s Fastest Traders. Why Aren’t They Thriving? High-speed traders have hit the wall. Even as critics of high-frequency firms have argued their speed and technology give them an unfair advantage, the traders are facing diminishing returns. For one thing, there’s been relatively little turbulence in this bull market, a challenge for… Continue reading High Frequency Traders & The Law Of Diminishing Returns
Newsclips
Bank Of Canada Raises Rates
July 13, 2017
Bloomberg Business – Bank of Canada Raises Rates for First Time in 7 Years Sluggish inflation mainly due to temporary factors, it says Canada cautiously became the first Group of Seven country to join the U.S. in raising interest rates on Wednesday, feeding speculation the world’s central bankers are entering a tightening cycle. The central bank… Continue reading Bank Of Canada Raises Rates
Newsclips
Emerging Market Bond Yields
July 13, 2017
The Financial Times – Inflation-adjusted emerging market bond yields hit record high The real inflation-adjusted yields of emerging market local currency bonds have risen to their highest level since at least 2004, despite an increasingly desperate “hunt for yield” on the part of global investors. The gap between real yields in emerging and developed markets… Continue reading Emerging Market Bond Yields
Newsclips
Cartoons
July 13, 2017
Screen Shot from Yellen’s Testimony Yesterday
Newsclips
Low Global Economic Data Volatility Hurting Trend-Followers
July 12, 2017
Bloomberg – Why Commodity Traders Are Fleeing the Business The number of trading houses has dwindled, and the institutional, pure-play commodity hedge funds that remain are few. What are the impacts? The number of participants in the sector will likely drop further, but largely from the fundamental side, as there’s still a good number of systematic… Continue reading Low Global Economic Data Volatility Hurting Trend-Followers
Newsclips
Goldman Sees Oil Under $40
July 12, 2017
Bloomberg – Goldman Sees Risk of Oil Below $40 Without OPEC ‘Shock and Awe’ OPEC must increase output cuts with little public announcement The Organization of Petroleum Exporting Countries must increase output cuts aimed at shrinking a global glut with little public announcement in order to jolt investors, the bank said in a July 10 report.… Continue reading Goldman Sees Oil Under $40
Newsclips
Strong U.S. Shale Producers Drill On
July 12, 2017
Houston Chronicle – Small Permian producers feel pinch of $45 oil For some small oil companies in West Texas, low crude prices are beginning to sting. Green Century Resources, a private oil company in Midland, is weighing an investment in a drilling project that appeared profitable a few months ago when crude prices hovered above… Continue reading Strong U.S. Shale Producers Drill On