Sample Our Reports, Presentations, & Market Insights
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...
CNBC – This was the least volatile September ever, here’s what that means for stocks The calendar says Fall, but you’d be forgiven if you think it’s Summer. That’s because this was the least volatile September on record, but...
The Financial Times – Supply-side shocks confound Fed’s economic models As a mere humble observer of passing macro events, rather than a model builder, I have been noticing a series of unexpected supply-side shocks coming in one business...
The Wall Street Journal – Buying Dollars Is Getting Expensive, Again It’s getting pricey for foreigners to snap up U.S. bonds without the currency risk. A type of derivative used to buy dollar funding using other currencies is once again...
Bloomberg – Fed Eyes Rates as Asset-Price Tool in Break With Hands-Off Past 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...