Sample Our Reports, Presentations, & Market Insights
CNBC – More of Wall St. sees a later rate hike: Survey These are the times that try the souls of those forecasting a September rate hike. The latest monthly CNBC Fed Survey still shows a majority on Wall Street forecasting that first rate hike...
Barrons – Gold Is Falling So Hard It Looks Like Capitulation Gold is a falling knife. I am not advising investors try to catch it. The trend is down, and as of today a fairly sizeable technical pattern is broken to the downside. But there is...
Bloomberg.com – Yellen Maintains Outlook for First Interest-Rate Rise in 2015 Federal Reserve Chair Janet Yellen said she still expects to raise interest rates this year and repeated that the subsequent pace of increases will be gradual. “I...
<Click on graphic for larger image> Bloomberg.com – This New Indicator Shows the U.S. Job Market Finally Heating Up Just how quickly is everyone’s paycheck growing? It’s one of the most important questions in the American job...
Bloomberg Business – Tracy Alloway: A Perfect Storm Brews for Bond Funds Soon it could be tough to save for a rainy day Post-financial-crisis regulation has sharply reduced investors’ freedom to buy and sell securities without affecting...
<Click on chart for larger image> The Financial Times – Reasons to fear a ‘triple taper tantrum’ Central banks have no contingency plan for a revival of growth The “taper tantrum” during summer 2013 was a chastening exercise in...
<Click on chart for larger image> Comment Yesterday we noted that April’s retail sales numbers disappointed. This follows a string of disappointing results which, as the chart above shows, has led to the slowest year-over-year growth...
Reuters – Oil rallies as hedge funds are caught short: Kemp Oil’s sharp rally since the middle of March has been driven by a race among bearish hedge funds to cover loss-making short positions rather than any great bullishness about the...
The Christian Science Monitor – Whatever happened to the big, bad federal deficit? Spending is up in Congress and only one likely GOP presidential candidate has mentioned the ‘d’ word. What happened to the red ink menace? Whatever...
<Click on chart for larger image> Bloomberg Business – Forget Interest Rates, the Fed Has Another Big Decision to Make in the Next Year In case exiting years of zero interest rates won’t be hard enough, Federal Reserve officials have...
Zacks – Is Oil Driving Q1 Earnings Estimates Lower? It has been the usual practice for quarterly earnings estimates to come down ahead of the start of each earnings season. This trend has been particularly notable over the last couple of years...
<Click on graphic for larger image> Economics 21 – Caroline Baum: Jobs, Jobs, Jobs—and Nothing to Show for Them? If Federal Reserve policymakers were to look solely at headline labor market indicators, they might be tempted to conclude...