Sample Our Reports, Presentations, & Market Insights
Financial Times – Dollar sinks on failure of healthcare reform US currency hits 10-month low as hopes fade for Trump economic stimulus The dollar has been a barometer of prospects for the Trump administration’s efforts to enact pro-growth...
The Daily Reckoning – Jim Rickards: The Fed Has Hit the ‘Pause’ Button No rate hikes are coming at the July, September or November Fed FOMC meetings. The earliest rate hike might be at the December 13, 2017 FOMC meeting, but even that has...
Bloomberg View – Komal Sri Kumar: How Trump Could Puncture the Equity Bubble A delay in stimulus measures and the rise in global trade tensions could deflate valuations. Donald Trump’s appeal last November was linked to two factors. Both are...
Wall Street Journal – Bank Earnings Are Coming: Five Things to Watch Calm markets, the Fed and lighter lending are among the factors seen influencing second-quarter results The Federal Reserve’s decision to raise short-term interest rates in...
The Financial Times – John Authers: Fed sides with reflationists as bond battle resumes US central bank sticks to view that inflation will quicken as bond market scepticism intensifies But it is perhaps more about a straight disagreement...
Bloomberg – The Study Europe’s Rate-Setters Should Read A new paper shows why the longer rates stay low, the fewer benefits they bring. A key argument for hurrying up with a monetary tightening is that negative rates have hurt bank...
Net Positions – Why Are Six Stocks Leading This Rally? In this Net Positions, Jim Bianco takes a look at the six stocks leading the rally. Comment There is not a single clean metric to show if the stock market’s returns are concentrated in...
Bloomberg Graphics – OPEC Reality: Saudis Delivered, Non-OPEC Didn’t. Just under a week from now, the Organization of Petroleum Exporting Countries will meet in Vienna to decide whether to extend the first oil production curbs in...
Bloomberg – Investors Just Pulled the Most Cash From Small Caps in a Decade Pain in smaller stocks has some readying for selloff Investors pulled $3.5 billion from the biggest exchange-traded fund that tracks the Russell 2000 Index last...
Comment As the chart above shows, the market has priced in a June rate hike as a virtual certainty. There is no need for the qualifying language used below. At this point, the market would only be shocked if the Fed failed to hike. The...
The Wall Street Journal – Greg Ip: Nice 3% Target, Mr. Trump. How Will You Get There? Yet there are good reasons independent economists think the U.S. can’t return to its historic growth of 3%. The U.S. working-age population grew 1.2% a...
MarketWatch.com – Caroline Baum: What exactly is Trumponomics? Already we are hearing references to “Trumponomics.” But what exactly are the priorities or objectives of a president who seems to make things up as he goes along, who says one...