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Barron’s – Barron’s Big Money Poll: Managers Cling to Bullish Views Top money managers in our exclusive survey remain solidly optimistic. Their views on tax reform, sectors, the dollar, and Trump’s tweets. As the bull market charges...
Barron’s – Who Says This Stock Market Is Overpriced? The market is now near its all-time highs. Yet, says Nobel laureate Robert Shiller, that doesn’t mean a turnaround is in the cards. As the 30th anniversary of the 1987 stock market...
The Financial Times – ‘Economic hate crimes’ will dog next US bailout Clearinghouses will take centre stage in a future financial crisis, writes John Dizard Dodd-Frank and other reforms have made the outright failure of large banks much...
The Financial Times – Saudi Aramco considers shelving international IPO Oil company could turn to private share placement as doubts grow about going public Saudi Aramco is considering shelving plans for an international listing in favour of a...
Bloomberg – Some ECB Members Identify 2.5 Trillion-Euro QE Limit Some European Central Bank policy makers see room for little more than 200 billion euros ($235 billion) of purchases under the institution’s bond-buying program next year,...
Comment In the webcast above, Jim Bianco examines the latest Commitments of Traders data released by the CFTC on September 29, 2017. The visualization below offers a sample of our full report updated through the end of 2016. For our complete...
MarketWatch – Chicago PMI jumps to near three-year high in September The numbers: The Chicago purchasing managers index rose to 65.2 in September from 58.9 in August, on a scale where any reading above 50 indicates improving conditions....
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...
OPEN Commitment of Traders Analysis For September 29, 2017 In the webcast above we detail the latest CoT data for interest rates, the dollar, the Canadian dollar and copper. Click the open button to view the report and click here for our...
View PDF Comment Q3 earnings reports will begin next week. Year-over-year operating earnings growth estimates for all of the S&P 500 (blue) have slumped to 4.28%. Ex-energy earnings (red) are expected to grow by just 2.56%. As the second...
Comment As the chart above shows, Yellen (orange) is now in third place behind Warsh (dark blue) and Powell (light blue). Predictit added a contract for Powell on Friday when his name as a potential Fed chief first came to light. That...