Sample Our Reports, Presentations, & Market Insights
Macro Musings – James Bullard on Life as a Fed Bank President and Monetary Policy in 2017 In this week’s episode, Jim Bullard, the president and CEO of the Federal Reserve Bank of St. Louis, joins the show to discuss his work as a Federal...
The Wall Street Journal – Economists React to the March Jobs Report: ‘Mostly Just Weather-Related Noise’ What economists and analysts said about Friday’s jobs report from the Labor Department The disappointing 98,000 increase in...
The Financial Times – US earnings season sees play between hard and soft economic data Signs are promising despite divergence in consumer confidence versus unemployment A handful of big banks led by JPMorgan this week kicked off one of...
Bloomberg Business – Fed June Hike Odds Below 50% After Inflation Expectations Tumble Traders are pulling back from bets the Federal Reserve will raise interest rates in June as inflation expectations crumble. The odds of a hike have fallen...
Comment Last week we showed how the size of the Federal Reserve’s balance sheet could be converted into basis point hikes or cuts. We concluded that the Fed’s bloated balance sheet, combined with a nominal funds rate of 0.75%, pushes...
Bloomberg Business – Bond Traders Stare Down Short Squeeze as Yields Test Key Levels Bond bears beware — the risk is building that Treasury yields go even lower. With yields across maturities reaching the lowest levels since November,...
Questions/Answers Mark asks: “Updating our outlook for crude oil for the end of the year?” Answer: I hinted at that a little bit before. The consensus opinion and I had this in Newsclips yesterday. As a matter of fact, one of the...
Bloomberg – America’s Retailers Are Closing Stores Faster Than Ever Amazon is gobbling up most of the industry’s online growth The battered American retail industry took a few more lumps this week, with stores at both ends of the price...
Comment Jim Bianco was on CNBC yesterday discussing bond sentiment. To view the interview, click on the image above. To view any of our recent interviews, click here. CNBC – David Tepper: ‘You bet your heinie’ I’m short...
The Financial Times – WTI oil prices fall below $50 for first time since December Oil is slipping after data from the US revealed the country’s oil stockpiles hit an all-time record in February – rising for the ninth consecutive month and...
Bloomberg.com – Shale Billionaire Hamm Says Industry Binge Can ‘Kill’ Oil Market Harold Hamm, the billionaire shale oilman, said the U.S. industry could “kill” the oil market if it embarks into another spending binge, a rare...